Engagement Associate
Onboards customers to Aleph's FP&A platform, builds trust-based partnerships, monitors usage metrics for expansion, and relays customer feedback to product/engineering teams. Requires 2-3 years FP&A/consulting experience and Excel/Google Sheets expertise.
About the job
Responsibilities
- Determine and establish effective ways to enhance customers’ FP&A setup with Aleph
- Develop lasting, trust-based partnerships with customers
- Monitor key usage metrics, identify growth opportunities, and expand Aleph’s impact
- Shape the future of the product by bringing customer voice to product and engineering teams and advising strategically
Requirements
- 2-3 years of FP&A/Consulting/Technical Implementation experience
- Excel/Google Sheets modeling expertise
- Ownership mentality and excited to take on responsibility
- Thrive in fast-paced, dynamic environment
- Passionate about working closely with customers
- Comfortable working in remote team
Preferred
- 1 year of experience at an early stage tech startup
Skills
Excel, Google Sheets, FP&A, Data Analytics, Financial Modeling, Customer Success, Technical Implementation
Similar jobs
Customer Success jobs
Justworks
New York, NY
Guides new customers through implementation and payroll setup, resolves onboarding blockers, and coordinates successful handoffs. Requires 1–3 years in a customer-facing, operations, or support role, strong communication, organization, and attention to detail.
Genius AI
United States
Own end-to-end onboarding for high-value SaaS customers, partnering with Account Executives and internal teams to manage implementations, resolve blockers, and drive activation. Requires 1+ years of customer-facing onboarding or implementation experience, strong organization, and clear communication.
Octus
New York, NY
Supports a focused portfolio of investment banking and advisory clients by driving onboarding, platform adoption, retention, and relationship development. The role suits a recent graduate with strong communication skills and an interest in financial services and credit markets.
Hiya
Seattle, WA
Manages onboarding, adoption, retention, and expansion for a high-volume portfolio of SMB and self-service SaaS customers. The role requires 1–3 years of customer-facing experience, strong data-driven judgment, and familiarity with Salesforce and customer success platforms.
SimplePractice
United States
Provides customer onboarding, product education, troubleshooting, and adoption support through email, calls, classes, and webinars. Requires at least two years of customer support or service experience, strong communication skills, and familiarity with multiple customer-facing tools.