USD per year
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.
Aleph is an AI-native FP&A platform that automates finance busywork to enable strategic work. It combines a web-based platform, spreadsheet flexibility, and AI to automate workflows, consolidate and transform data, visualize and share insights, and support financial reporting, modeling, forecasting, budgeting, and headcount planning.
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