Engagement Manager - PE Engagements
Onboards and supports PE-backed companies adopting Aleph's FP&A platform, builds finance team partnerships, monitors usage metrics, and relays customer feedback to product/engineering. Requires 3+ years in PE or PE-backed finance roles and Excel proficiency.
About the job
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
Requirements
- 3+ years of experience in Private Equity, or on the finance team of a PE-backed company
- Ideally, experience working at an early-stage tech startup
- Proficient in Excel / Google Sheets modeling
- Ownership mentality and excited to take on responsibility
- Passionate about working closely with customers
- Communicate clearly and able to build rapport
- Thrive in a fast-paced, dynamic environment
- Comfortable managing multiple customers and priorities in parallel
- Comfortable working on a remote team
Skills
Excel, Google Sheets, FP&A, Financial Modeling, Customer Onboarding, Usage Analytics, Private Equity
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