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.
72k – 176k/yr
Remote3+ YOECustomer Success
About the role
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
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