Special Project Lead - AI For Finance Professionals jobs in United States
cer-icon
Apply on Employer Site
company-logo

ProSights ยท 5 months ago

Special Project Lead - AI For Finance Professionals

ProSights is a workflow automation platform for finance professionals, and they are seeking a Special Projects Lead to drive go-to-market strategies across private equity firms, consulting firms, and banks. The role involves managing the entire sales cycle, collaborating with customers, and influencing product decisions while addressing operational tasks.

Computer Software
check
H1B Sponsorednote

Responsibilities

Sell to senior leaders at PE funds/banks and drive adoption
Build pipeline with junior investment professionals across funds
Leverage existing relationships to generate new opportunities
Help expand TAM beyond PE/IB
QA product and work with engineering to fix bugs
Shape product roadmap through forward deployed situations
Identify and address workflow mismatches and training gaps
Create customer presentations and sales materials
Review contracts and legal documents

Qualification

Sales experienceFinance industry knowledgeAI applications understandingCustomer relationship managementAttention to detailEffective communicationSelf-starterProblem-solving

Required

3-6 years of experience in banking / PE / consulting
A self-starter who thrives in open-ended environments
Someone who can communicate effectively with everyone from CTOs to analysts
Ability to influence strategic decisions while handling day-to-day operations
Genuine interest in how AI is transforming finance
Strong existing network in finance / consulting
High attention to detail / thoughtfulness across open-ended problems

Benefits

Gym subsidized
Office nutrition and supplements provided

Company

ProSights

twitter
company-logo
ProSights is the leading data extraction engine for finance professionals.

Funding

Current Stage
Early Stage
Company data provided by crunchbase