Foresight Customer Success Manager at Foresight responsible for driving adoption, retention, and long-term success for a portfolio of clients. Advises customers on using Foresight's platform and manages renewals and account growth.
Responsibilities
Manage a portfolio of customers through implementation, driving customer adoption, engagement, and value.
Build strong relationships with Finance and Accounting team members, including C-Suite level Finance team leaders.
Monitor account health and identify potential risks and lead regular check-ins, business reviews, and success planning.
Manage renewals across your customer portfolio, identifying opportunities for account growth and expansion.
Lead customer training and enablement sessions.
Support the rollout of new Foresight features and products.
Share best practices to help customers get the most value from the platform.
Bachelor’s degree in accountingTrack record of meeting retentionHelpful backgrounds
Required
Bachelor’s degree in accounting, finance, business, or related field, or equivalent experience.
3 to 5 years of experience in customer success, finance, or similar fields.
Experience owning renewals and expansion for a defined book of business.
Experience running business reviews with finance or executive stakeholders.
Track record of meeting retention, NRR, or adoption targets.
Ability to communicate highly technical concepts with customers in a digestible way.
Comfort working with and analyzing large datasets; proficiency in Excel/Google Sheets.
Helpful backgrounds:
Experience with fund accounting systems (e.g., FIS Investran, Allvue, or even QuickBooks).
Knowledge of concepts used in the private market industry (e.g., fund waterfall mechanics, private company cap tables, portfolio allocation and modeling, portfolio company analytics).
Understanding of private markets reporting standards and fund accounting concepts (e.g., fund NAV, capital flows, US GAAP reporting).
Experience working in an entrepreneurial or early-stage environment, with comfort operating in a small, fast-moving team.
