Engagement Manager, Private Equity

Aleph; Americas; A distancia; MXN 600.000 - 850.000; Jornada completa

Descripción de la vacante

A technology firm is seeking a PE Engagement Manager to onboard clients and improve their FP&A processes. This role requires over 3 years of experience in Private Equity or finance teams within PE-backed companies, proficiency in Excel or Google Sheets, and a strong focus on customer relationships. The ideal candidate thrives in a fast-paced, dynamic environment and is passionate about helping clients succeed. This is a remote-first position, focusing on candidates based in the Americas.

Formación

• 3+ years of experience in Private Equity or finance teams of PE-backed companies.
• Experience in early-stage tech startups is ideal.
• Proficient in Excel / Google Sheets modeling.

Responsabilidades

• Onboard PE-backed customers onto Aleph.
• Enhance PE-backed customers' FP&A setup.
• Develop partnerships with finance teams.
• 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.

Conocimientos

Customer relationship management

Data analytics

Excel / Google Sheets modeling

Ownership mentality

Effective communication

Herramientas

Excel/Google Sheets

Descripción del empleo

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).

🔍 What we're looking for

Aleph is looking for a PE Engagement Manager to work hands‑on with finance teams at PE-backed companies as they upgrade their FP&A infrastructure with Aleph. This unique role combines customer success responsibilities with data analytics expertise, offering an exciting opportunity to apply your financial skills in a client‑facing, impact‑driven environment. You will dive deep into customers’ financial infrastructure to onboard them onto Aleph and become their primary point of contact for onboarding and day‑to‑day usage as they expand their Aleph implementation across use cases (i.e., reporting, budgeting, headcount planning).

We are a small, high‑impact team, and this role plays a key part in scaling Aleph’s Private Equity motion by making onboarding repeatable, reliable, and effective across portfolio companies. You will also collaborate with our product and engineering teams by surfacing customer feedback to inform the product roadmap.

👷 What you’ll be doing

• 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

📝 About you

• 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
• You have an ownership mentality and are excited to take on responsibility
• You are passionate about working closely with customers
• You communicate clearly and are able to build rapport
• You thrive in a fast‑paced, dynamic environment
• You are comfortable managing multiple customers and priorities in parallel
• You are comfortable working on a remote team

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.