Engagement Manager - PE Engagements
Americas
Full Time
2 hours ago
Mid LevelWorldwide
Over $120K

USD per year

Job Description

Engagement Manager - PE Engagements

Location

Americas

Employment Type

Full time

Location Type

Remote

Department

CX

Compensation

  • US: $122K – $176K • Offers Equity
  • CAN: $101K – $141K • Offers Equity
  • LATAM: $72K – $114K • Offers Equity

Tier Guide (link) In addition to the salary ranges listed above, total compensation also includes generous equity and benefits.

  • Fully Remote in the US, CAN, and LATAM
  • Flexible hours
  • Unlimited PTO
  • Regular, in-person Retreats
  • Provided MacBook Pro or Lenovo
  • Fully paid Health Insurance (US Employees)
  • Guideline 401(k) (US Employees)

About Aleph

Aleph is an AI-native platform for Financial Planning & Analysis (FP&A), addressing the problem of scattered data across many systems and excessive time spent reconciling numbers instead of decision-making. Founded by Albert Gozzi and Santiago Perez De Rosso with backgrounds from Stanford and MIT, and experience at Google, Microsoft, Bain & Company. Backed by Khosla Ventures, Bain Capital Ventures, YC, Picus Capital. Customers include Webflow, Notion, Zapier, Y Combinator. Hiring remotely across Americas (United States, Canada, LATAM).

🔍 What we're looking for

Aleph seeks a PE Engagement Manager to work hands-on with finance teams at PE-backed companies upgrading their FP&A infrastructure with Aleph. The role combines customer success with data analytics expertise. Responsibilities include onboarding customers onto Aleph, being primary contact for onboarding and daily usage as they expand Aleph use cases (reporting, budgeting, headcount planning). Role is key in scaling Aleph’s Private Equity motion by making onboarding repeatable and effective across portfolio companies. Collaborate with product and engineering teams by providing customer feedback.

👷 What you’ll be doing

  • Onboard PE-backed customers onto Aleph and support adoption of core FP&A workflows.
  • Determine and establish 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 voice of the customer by surfacing feedback and insights to product and engineering teams.

📝 About you

  • 3+ years experience in Private Equity or on finance team of a PE-backed company.
  • Ideally experience working at an early-stage tech startup.
  • Proficient in Excel / Google Sheets modeling.
  • Ownership mentality; excited to take on responsibility.
  • Passionate about working closely with customers.
  • Clear communicator able to build rapport.
  • Thrives in fast-paced, dynamic environment.
  • Comfortable managing multiple customers and priorities in parallel.
  • Comfortable working on a remote team.

Note: Remote-first opportunity focused on candidates within Americas to align working hours. Aleph is an equal opportunity employer committed to diversity and inclusion.

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About Aleph

Aleph is an AI-native FP&A platform that connects data, strategy, and spreadsheets to automate workflows with end-to-end intelligence. It combines a web-based platform, the flexibility of spreadsheets, and AI to replace busywork with high-value strategic work. Aleph offers features such as data consolidation, spreadsheet add-ins, dashboards, security and compliance, and AI capabilities including variance analysis and mappings. The platform supports financial reporting, modeling and forecasting, collaborative budgeting, headcount planning, and investor & board relations. Aleph aims to future-proof finance teams by providing infrastructure to thrive in an AI-accelerated environment with fast implementation and scalable solutions.

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