Workflow automation platform for finance professionals

ProSights is a data extraction platform for finance professionals. We help private equity firms, investment banks, consulting firms, and other professional services organizations automate the manual data entry that still powers critical workflows, from portfolio monitoring and reporting to deal and client work.

Our platform uses the latest AI models to extract, structure, and validate data from unstructured documents at scale with full auditability, so teams can trust every number that goes into their models and memos. Many of the largest PE firms and banks already rely on ProSights in production, often before they roll out horizontal AI tools internally.

We are a small, highly driven team based in NYC, focused on building a generational company for finance professionals.

About the Role

We are hiring an Account Executive who will own the full sales cycle with leading financial and professional services firms. You will be responsible for driving new revenue, expanding existing relationships, and helping customers transform their workflows by eliminating manual data entry.

This role is in person in our New York City office.

What You Will Do

• Own the end to end sales cycle with PE firms, banks, and consulting firms, from prospecting and discovery through close and expansion
• Build and manage a high-quality pipeline of opportunities across target accounts and segments
• Run thoughtful discovery to understand current workflows, data entry processes, and pain points, then map them to ProSights use cases
• Deliver clear, compelling product demos that showcase how ProSights automates data extraction and integrates into existing tools and models
• Partner closely with founders and product to structure pilots, design forward deployed use cases, and incorporate customer feedback into the roadmap
• Navigate complex, multi stakeholder sales processes with senior decision makers and hands-on users
• Work with customer success and operations to ensure smooth onboarding, measurable time-to-value, and multi-team expansion
• Maintain accurate forecasting and CRM hygiene, and provide structured feedback on GTM motion, messaging, and pricing
• Represent ProSights at industry events, conferences, and customer workshops as needed

Who You Are

• 3 to 6+ years of experience in a client facing role in investment banking, private equity, consulting, or B2B sales into these buyers
• Strong understanding of how finance professionals actually work with Excel, PowerPoint, and internal systems, including where manual data entry and reconciliation slow them down
• Comfortable selling to senior leaders (partners, MDs, CxOs) while also engaging deeply with associates, analysts, and operations teams
• Proven track record of owning and closing complex deals or projects with multiple stakeholders
• Clear and concise communicator, capable of explaining technical products and AI driven workflows in practical terms
• High ownership mindset, comfortable in open-ended environments where you help define the process instead of just running it
• Genuine interest in how AI is transforming finance and in building tools that practitioners use every day
• High attention to detail across presentations, follow ups, and commercial terms

Nice to Have

• Experience selling B2B SaaS, data, or AI products into financial services or professional services
• Existing network across PE, IB, or consulting that you can activate for early pipeline
• Familiarity with data extraction, document processing, or workflow automation tools
• Prior startup or early stage experience where you helped build GTM from the ground up

Why ProSights

• Customers include leading, often publicly traded, PE firms and banks that already pay for ProSights to run core workflows
• Navy SEAL style small team culture with a focus on shipping real value for customers
• In-office environment in Chelsea with a focus on sustainable high performance, including time protected for training and recovery
• Direct exposure to founders, product, and engineering, with meaningful input into what we build and how we sell it

Visas

We will sponsor any visa that allows you to work in the United States in person in New York City. We have sponsored O-1 visas, green cards, and H-1Bs, and are open to others as well.

Full Stack Engineer