ProSights

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 m

We are seeking to hire an exceptional AI Product Engineer (Full-Stack) to spearhead product innovation and feature development for AI finance workflow automations. You will work closely with the founding team in a fast-paced, agile environment, contributing to all phases of the software development lifecycle—from conception to deployment. ProSights is a YC-backed AI finance automation company that is eradicating manual data entry with autonomous agents. In the past year, we have onboarded 15 of the 25 largest PE firms and 4 of the top 15 banks without any sales team. Across junior white-collar roles in investing, 15 - 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. Who We’re Looking For Startup-Minded & Autonomous: Self-starter who thrives with autonomy, driving ideas from concept to execution. Demonstrates a strong willingness to learn new concepts beyond their comfort zone in a fast-paced environment. Real-World Experience: Strong experience working with production-grade codebases, either at a prior company or through high-impact personal projects. Our codebase is powerful but highly complex, supporting heavy daily usage across the world’s largest financial institutions. AI & LLM Proficiency: Strong understanding of modern AI capabilities to build intelligent, production-grade apps. Comfortable exploring prompts, fine-tuning, RAG pipelines, and integrating AI into core products. Requirements 4+ years of experience as a full-stack developer or similar role Bachelor’s or Master’s degree in Computer Science or a related field Strong proficiency in Typescript and Python Bonus Qualifications Technical skills: Rust, Go, C#, Gaming, Mobile App Development Experience: Founder or experience at an early-stage startup Interests: Open source contributions or interesting passion projects What We Offer Opportunity to lead the development of our core extraction tech that powers thousands of enterprise users Freedom and access to experiment with cutting edge tech: foundational models, open source libraries, cloud providers, dev tools, and other 3rd-party vendors Direct collaboration with the founding team, shaping both culture and product direction Access to NYC startup network and YC community Significant equity as an early technical hire Culture Navy-SEAL small team ethos with bias to ship value, not just features. Sponsor any visas (including O-1, H-1B1). In-office Mon-Fri (5 days in-person in our Chelsea office) We keep everyone operating at peak performance sustainably: 2-3 hours blocked daily after 6:30pm for workouts/dinner Subsidized gym membership Office nutrition and supplements provided