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AlephAlephUnited States

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.

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
  • Comfortable working on a remote team

Skills

ExcelGoogle SheetsFP&AFinancial ModelingCustomer OnboardingUsage AnalyticsPrivate Equity
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