Strategy & Operations Associate

About the role

Farsight AI is on a mission to Automate work. Amplify strategy. Win more. At Farsight AI , we build AI-driven workflow platforms for high-performance financial institutions - covering investment banking, private equity, wealth & asset management, and hedge funds. Our platform enables teams to deliver full client-ready documents (slide decks, CIMs, financial models, memos) end-to-end, using your firm's historical best practices and voice - no generic outputs, everything 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. Role Overview As a member of the Strategy & Operations Associate, you'll be the connective tissue across Farsight: translating ideas into execution across product, engineering, customer success, and leadership. You'll partner closely with engineers to help design and shape new product lines. You'll work hand-in-hand with customers - from onboarding to advanced workflow design - ensuring each client is successful and fully activated. You'll help define platform direction, prioritize features, and operationalize strategic initiatives. This is a high-leverage, multi-disciplinary role for someone who thrives in ambiguity and wants to directly shape a category-defining company. We are entirely based in Manhattan, New York City, and are in-person 4 days a week (except Fridays, which are remote).

Responsibilities

• Partner with engineering to scope, test, and launch net-new features and workflows.
• Serve as a hands-on advisor to strategic customers, guiding onboarding, product setup, and early use-case design.
• Work directly with users to build and deploy customized workflows using Farsight's platform.
• Gather feedback and frontline insights to help shape product roadmap and feature prioritization.
• Drive cross-functional initiatives that require coordination across the whole organization.
• Help build internal systems and playbooks to scale operations as the company grows.
• Contribute to go-to-market motion by translating platform capabilities into clear, value-driven narratives.

Requirements

• 2 - 4 years of experience in a high-velocity, high-expectation environment (preferably investment banking, consulting, or PE ops).
• Deep comfort working across functions with high ambiguity
• Strong communication and project management skills - you're able to turn ambiguity into action.
• Scrappy and entrepreneurial: you're willing to figure things out without a playbook.
• Analytical thinker who's excited to work with technical teams and complex products.
• Obsessed with quality. You're not satisfied until things work and scale.
• NYC-based and able to work onsite as needed.
• Experience / interest in enterprise SaaS, B2B AI platforms, or fintech/financial services
• Familiarity with tools like PowerPoint, Excel, CRMs, and data room platforms
• Technical background or experience working closely with engineers
• Compensation & Benefits
• Salary range: $130,000 to $160,000 annually, commensurate with experience.
• Equity is provided to all of our employees
• 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

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