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Engagement Manager, Private Equity

Role overview

Qualifications

  • 3+ years in FPA, strategic finance, or private equity
  • Strong Excel / Google Sheets modeling skills
  • Ownership mentality; proactive problem solver
  • Clear communicator who builds trust quickly

Responsibilities

  • Onboard PE-backed customers and guide them through core FPA workflows
  • Become the trusted point of contact for finance teams during Aleph implementation
  • Identify adoption gaps and drive usage across customer portfolio
  • Surface customer feedback to product and engineering

Key facts

Other skills

  • Microsoft Excel
  • Google Sheets
  • Problem Reporting
  • Budgeting
  • Communication
  • Time Management
  • Relationship Building

About the company

Aleph logo

Aleph

Data Analytics & Business Intelligence

Aleph helps top finance teams work with their data in real time. Businesses can automate financial models and streamline budgeting and forecasting with the fastest-to-implement FP&A platform. Aleph eliminates the need to export data from multiple sources by syncing spreadsheet models with data from 150+ integrations, and allows teams to interact with their data in no-code dashboards. From annual budgeting to ad hoc reporting, scale your financial processes faster with better data without expanding your team. See why over 90% of people who start a trial with Aleph become customers!

Company details

Company typeStartup
IndustryData Analytics & Business Intelligence
Company size11 - 50

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Job description

About Aleph

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).

πŸ” What we're looking for

Aleph is looking for an Engagement Manager, Private Equity to work hands-on with finance teams at PE-backed companies as they implement Aleph. You'll go deep on their financial infrastructure, onboard them onto the platform, and become their primary point of contact as they expand across core FP&A workflows, e.g. reporting, budgeting, headcount planning.

This role sits at the intersection of finance expertise and customer partnership. You'll spend meaningful time in spreadsheets and financial data -- but the job is ultimately about making customers successful, not just the technical work.


πŸ‘· What you’ll be doing

  • Onboard PE-backed customers and guide them through core FP&A workflows

  • Become the trusted point of contact for finance teams as they expand their Aleph implementation

  • Identify adoption gaps and drive usage across your customer portfolio

  • Surface customer feedback to product and engineering -- your input shapes the roadmap

  • Help make onboarding repeatable and reliable as we scale

πŸ“ About you

  • 3+ years in FP&A, strategic finance, or private equity (PE-backed company or fund-side)

  • Strong Excel / Google Sheets modeling skills

  • Ownership mentality; you don't wait to be told what needs fixing

  • Clear communicator who builds trust quickly with finance stakeholders

  • Comfortable managing multiple customers and priorities in parallel

  • Comfortable on a remote team

  • Early-stage startup experience a plus

🌞 Additional Information, Perks + Benefits

Learn more here!

While this is a remote-first opportunity, we're focusing on candidates within the Americas to better align with our working hours as a team.

Aleph is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Aleph makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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