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$140k–$170k/yr
Full-time
Equity, Medical insurance, Dental insurance, Vision insurance, Unlimited PTO
Posted 16d ago
~40 hrs/week
Responsibilities
Act as the primary point of contact for investment banks and private equity firms to guide them through onboarding and platform adoption. Manage account health, drive renewals, and identify expansion opportunities within a portfolio of sophisticated clients.
Requirements
Requires 3+ years of experience in management consulting with a track record of managing complex accounts for Fortune 500 or major financial institutions. Must be based in NYC and capable of working onsite.
Full job description
About Us
For a long time, Farsight has been best-in-class at deliverables generation and iteration. Unlike general AI finance platforms that focus primarily on research, Farsight has spent years focused on producing high-quality, personalized end deliverables. This has given us a meaningful advantage in capturing judgment data: the comments, edits, and nuances a partner makes on a deck or model as it travels from first draft to final version.
Our platform enables teams to deliver full client-ready documents natively in Microsoft Office Suite (slide decks, CIMs, financial models, memos) end-to-end. By using your firm’s historical best practices and voice there are no generic outputs. Everything is aligned to your brand.
Security, scale, and precision matter. We operate with SOC-2 compliance, full end-to-end encryption, and deployment options from customer-cloud to on-premise.
Our Strategy & Ops team is made up of members with backgrounds from: J.P. Morgan, Morgan Stanley, Evercore, General Atlantic, Mizuho, Barclays, and more!
Role Overview
As an Account Manager on the Strategy & Ops team, you will be the primary point of contact for a portfolio of investment banks and private equity firms, guiding them from onboarding through full platform adoption and beyond. You will develop a deep understanding of each customer's workflows, goals, and challenges, and proactively connect them to the platform capabilities that create the most value. You will own renewals, manage account health, and identify and close expansion opportunities within your book of business.
This is a high-ownership role for someone who thrives on building relationships with demanding, sophisticated clients and takes personal pride in their customers' success.
We are entirely based in Manhattan and are in-person 4 days a week (except Fridays, which are remote).
Key Responsibilities
Build deep relationships with key stakeholders at each account, becoming their trusted point of contact for everything from day-to-day questions to strategic workflow design
Identify and drive expansion opportunities within existing accounts by understanding customer goals and connecting them to platform capabilities they haven't yet unlocked
Manage renewals and account health proactively, surfacing risks early and resolving them before they become problems
Who You Are
3+ years of experience in management consulting, with a track record of managing and delivering for large, complex accounts
Experience with Fortune 500 clients, major financial institutions, or enterprise technology companies
You know what it means to hold a relationship with a demanding client and drive outcomes across a large organization
NYC-based and able to work onsite as needed.
Nice-to-Have
Experience in enterprise AI platforms or fintech/financial services
Familiarity with tools like PowerPoint, Excel, CRMs, and data room platforms
Compensation & Benefits
Base salary range: $140,000 to $170,000 annually, commensurate with experience.
Equity at a Series A company
Comprehensive medical, dental and vision insurance
Unlimited PTO
Note: You'll need valid U.S. work authorization to join us.
Please note that a background check and employment verification may be required for this position. We may obtain one or more background screening reports about you, solely for employment purposes.
Equal Opportunity
Farsight is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories consistent with applicable federal, state, and local law.
The most complex AI automations, built for finance.
Industry
Software Development
Company size
51-200 employees
Founded
2022
Headquarters
New York City, NY
LinkedIn followers
8,970
At Farsight, we’re building the AI that does the real work of finance. We replace manual work with AI workflows that think like your sharpest team members - automating deliverables, surfacing insights, and giving you back time to focus on what really matters. Every model, deck, and memo feels like your best work on your best day - just faster.
We believe the firms that win are the ones that think faster and execute smarter. That’s why we’re on a mission to become the AI layer used by every top-tier financial institution. The future is proactive, intelligent, and compounding - and we’re building the platform to power it.
Apply for open roles here: https://jobs.ashbyhq.com/farsight
Offices: 505 Park Ave, 21st Floor, New York City, NY 10022, US
AI for Investment BankingAI for FinanceFinancial ModelingCIM GenerationIB WorkflowsAI AgentsAI for PEPitch Deck AutomationDeliverablesInstitutional Knowledge
How many Customer Service & Support jobs are open in New York, NY right now?
There are currently 11,154 open customer service & support positions in New York, NY listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in New York, NY?
Companies currently hiring include Domino's, Allied Universal, Compass Group, New York City Housing Authority (NYCHA), Macy's, among others. Browse the listings above to see every active employer.
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Yes — 1587 of the 11154 open customer service & support positions offer remote or hybrid work (457 remote, 1130 hybrid).
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