Location: New York City
Type: Full time
Department: Strategy / GTM Operations
ProSights is a YC-backed AI finance automation company that is eradicating manual data entry with autonomous agents. In the past year, we have partnered with 15 of the 25 largest private equity firms and 4 of the top 15 global banks. Across junior white-collar roles in investing, 15 to 20% of the job is spent copying data into spreadsheets, CRMs, and templates. We eliminate that work by reading unstructured documents, extracting what matters, and writing it directly into firm-specific systems so teams can focus on analysis, judgment, and relationships.
We are looking for a Management Consultant – Strategic Account Analyst to work directly with the founding team and advise leadership on go-to-market strategy, enterprise account development, and scalable commercial systems. This is a high-ownership role for someone who is strong in structured thinking and enjoys solving ambiguous business problems. You will help design how we prioritize, engage, and expand enterprise accounts through frameworks, analysis, and executive-level recommendations, rather than executing routine day-to-day sales activity.
What you will do
Advise company leadership on the creation and refinement of ProSights’ go-to-market strategy, including market segmentation, account prioritization, and value proposition development
Evaluate and design scalable account engagement and sales-support processes, including lead qualification frameworks, pipeline structure, and account targeting methodologies
Provide strategic recommendations on market prioritization and customer acquisition approaches as the company enters new verticals or expands within existing enterprise accounts
Advise on the selection, implementation, and integration of CRM and sales enablement tools to support data-driven decision-making and operational efficiency
Assist in developing performance metrics, revenue forecasting models, and reporting frameworks used by leadership to evaluate commercial effectiveness
Provide input on the optimal structure of future commercial and account management teams, including role definition, hiring sequencing, and onboarding models
Develop structured frameworks for engaging with enterprise clients, including consultative engagement models, proposal strategies, and long-term relationship planning
Conduct strategic assessments of industry trends, competitive offerings, and regulatory considerations to inform positioning and differentiation
Prepare executive-level analyses and presentations synthesizing findings and recommendations for senior leadership
Qualifications
Bachelor’s degree required, MBA or relevant advanced degree preferred
3+ years of experience in consulting, strategy, GTM operations, revenue operations, or an analytical advisory role (experience in fintech or enterprise software is a plus)
Strong ability to structure ambiguous problems and produce clear, executive-ready recommendations
Comfort building models and dashboards for forecasting, pipeline analysis, and performance measurement
Strong written and verbal communication skills, including the ability to synthesize complex topics for senior stakeholders
Familiarity with CRM systems (e.g., Salesforce, HubSpot) and sales enablement tools; ability to evaluate and implement tooling and process changes
Strong judgment and ownership, with the ability to operate with minimal direction in a fast-moving environment
Bonus
Experience working with or selling into financial services (private equity, credit, banking, asset management, insurance, fund administration)
Experience designing account-based frameworks, segmentation methodologies, or enterprise account planning
Experience with AI/ML, data workflows, or enterprise data integration concepts
Exposure to security, procurement, and vendor management processes common in large financial institutions
Track record of shipping operational improvements that materially impacted revenue outcomes
Multilingual skills to engage with global financial institutions
Relevant certificatio