Engagement Manager - PE Engagements

Aleph

11d•Remote

About The Position

Aleph is an AI-native platform for Financial Planning & Analysis (FP&A), an established software category with a multi-billion market but no clear winner. We’re trying to solve a problem many finance teams are super familiar with: data scattered across a million systems, endless spreadsheets and way too much time spent getting numbers to line up instead of actually using them to make decisions. Aleph was founded by Albert Gozzi and Santiago Perez De Rosso, two technical founders with backgrounds from Stanford and MIT and experience working at top-tier companies such as Google, Microsoft and Bain & Company. We’re backed by top VCs (Khosla Ventures, Bain Capital Ventures, YC, Picus Capital), and work with customers like Webflow, Notion, Zapier, Y Combinator and many others. We are hiring remotely across the Americas (United States, Canada, LATAM). Aleph is looking for a PE Engagement Manager to work hands-on with finance teams at PE-backed companies as they upgrade their FP&A infrastructure with Aleph. This unique role combines customer success responsibilities with data analytics expertise, offering an exciting opportunity to apply your financial skills in a client-facing, impact-driven environment. You will dive deep into customers’ financial infrastructure to onboard them onto Aleph and become their primary point of contact for onboarding and day-to-day usage as they expand their Aleph implementation across use cases (i.e., reporting, budgeting, headcount planning). We are a small, high-impact team, and this role plays a key part in scaling Aleph’s Private Equity motion by making onboarding repeatable, reliable, and effective across portfolio companies. You will also collaborate with our product and engineering teams by surfacing customer feedback to inform the product roadmap.

Requirements

3+ years of experience in Private Equity, or on the finance team of a PE-backed company
Proficient in Excel / Google Sheets modeling
You have an ownership mentality and are excited to take on responsibility
You are passionate about working closely with customers
You communicate clearly and are able to build rapport
You thrive in a fast-paced, dynamic environment
You are comfortable managing multiple customers and priorities in parallel
You are comfortable working on a remote team

Nice To Haves

Ideally, experience working at an early-stage tech startup

Responsibilities

Onboard PE-backed customers onto Aleph and support them as they adopt core FP&A workflows
Determine and establish effective ways to enhance PE-backed customers’ FP&A setup with Aleph
Develop lasting, trust-based partnerships with finance teams at PE-backed companies
Monitor usage metrics to identify adoption gaps and improve usage for assigned customers
Act as the voice of the customer by surfacing feedback and insights to product and engineering teams

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