Engagement Manager

Posted 5 Hours Ago
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Hiring Remotely in USA
Remote
Junior
Fintech • Payments • Software • Financial Services
The Role
As an Engagement Manager at Aleph, you will enhance customers' Financial Planning & Analysis using Aleph's software. This role involves building trust with clients, monitoring usage metrics, and conveying customer feedback to product teams. You'll work closely with customers to improve their financial infrastructure and support their usage expansion.
Summary Generated by Built In

About Aleph

Aleph is redefining the world of Financial Planning & Analysis (FP&A). We operate in an established software category with a multi-billion TAM but no clear winner. We’re here to change that, and our early results are self-explanatory.

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 (Bain Capital Ventures, Khosla Ventures, YC, Picus Capital), and work with customers like Turo, Notion, Zapier, and others.

What we’ve built so far is the most seamless way to centralize all of a company's financial data – think expenses from Quickbooks or Netsuite, pipeline forecasts from Salesforce – and bring it into the tools finance teams are already using. But the vision goes way beyond that. We’re building the source of truth for a business’ data, and ultimately the platform businesses use to make better decisions.

We’re way ahead of schedule due to our unique approach, with barely any churn and rapid growth with very low marketing spend to date.

We are hiring remotely across the Americas (Canada, LATAM, United States).

🔍 What we're looking for

Aleph is searching for a highly motivated individual to become the trusted partner of our customers as they upgrade their FP&A setup 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 their financial infrastructure to onboard them onto Aleph and become their main point of contact as they expand their Aleph implementation across use cases (i.e. reporting, budgeting, headcount planning).

We are a small, high-impact team, so you will play an important role in scaling our customer success strategy and keep it aligned with our overall vision and goals. Also, you will collaborate with our product and engineering teams to incorporate customer feedback into the product roadmap.

👷 What you’ll be doing

  • Determine and establish effective ways to enhance our customers’ FP&A setup with Aleph

  • Develop lasting, trust-based partnerships with our customers.

  • Monitor key usage metrics, identify growth opportunities, and expand Aleph’s impact.

  • Shape the future of the product - bring the voice of the customer to our product and engineering teams and strategically advise on the future of the product

📝 What you have

  • 2+ years of experience in management consulting/investment banking

  • 1 year of experience at an early stage tech startup (Seed, Series A-B // FP&A experience preferred)

  • Excel/Google Sheets modeling expertise 

  • You have an ownership mentality and are excited to take on responsibility

  • You thrive in a fast-paced and dynamic environment

  • You are passionate about working closely with customers

  • You are comfortable working in 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.

Top Skills

Excel
Google Sheets
The Company
HQ: New York, New York
36 Employees
On-site Workplace
Year Founded: 2020

What We Do

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!

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