Founding Account Manager

Reposted 3 Months Ago
2 Locations
Remote
120K-150K Hourly
Mid level
Fintech • Software
AI-native FP&A software
The Role
Owner of renewals, expansions, and upsells for a portfolio of FP&A customers. Build and scale an expansion playbook, run pricing and negotiations, partner with CSMs on account strategy, track account health and flag at-risk customers, and develop product fluency to handle technical questions with finance teams and economic buyers.
Summary Generated by Built In
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

This is Aleph's first Account Manager hire. You'll own the revenue side of our customer relationships -- renewals, expansions, upsells -- working directly with finance teams who hold vendors to a high standard and can tell the difference between a good pitch and genuine expertise.

You're not walking into a blank slate. We have a CS team that runs deep implementations and customers who are genuinely happy with the product. What we're missing is someone to formalize the renewal and expansion motion, build it into a repeatable playbook, and own it going forward.

That means showing up credibly on two fronts: you can hold a commercial conversation with a CFO, and you can work side by side with our CSMs to spot and develop expansion opportunities across their accounts. You'll report to our Head of Customer Experience and work hand in hand with our CSM team leads and commercial leadership.

This is a remote role open to candidates based anywhere in the US or Canada.

🧑‍💼 What you'll be doing

  • Build the Account Management function from the ground up -- start as a hands-on IC owning the motion yourself, then hire, lead and grow your own team of Account Managers

  • Own the end-to-end renewal process for a portfolio of accounts, from first health check to signed order form

  • Formalize our expansion playbook and scale it -- identify where growth potential lives, design the motion, execute it yourself

  • Partner with CSMs on account strategy; you bring the commercial angle, they bring the implementation depth

  • Engage directly with finance teams and economic buyers -- understand their workflows, speak their language, and connect Aleph's value to outcomes they actually care about

  • Track account health signals: usage trends, AI adoption, seat utilization, QBR context

  • Flag at-risk accounts early and lead save plans with CSMs and leadership -- case by case at first, then turned into a playbook

📋 What you bring

  • B2B SaaS experience (+8 years) in account management or customer success, owning renewals and expansions for a book of accounts

  • You've led people -- you've hired, coached and grown a team

  • Analytical and data-driven -- you use usage, health and revenue data to decide where to spend your time and to build a tight commercial argument

  • You've carried a number, hit it, and know how to close

  • You like building from scratch: writing the playbook, not just running one

Any of the following would be a plus:

  • You've sold to, or worked within, the office of the CFO, and you can hold your own with finance leaders

  • Experience building an AM or CX function at an early-stage, high-growth startup

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.

Skills Required

  • Strong analytical foundations (finance, consulting, engineering, product)
  • Proven quota-carrying experience with a track record of hitting targets
  • Ability to hold commercial conversations with CFOs and FP&A teams
  • Experience running renewals, expansions, pricing conversations, and negotiations
  • Ability to develop sufficient product fluency to discuss implementation details and technical questions
  • High learning velocity and ability to take on responsibilities beyond role (high slope)
  • Located in the US or Canada (remote role across the Americas)
  • High-rigor background (consulting, IB, PE)
  • Customer-facing B2B SaaS experience
  • Direct experience on a finance team at a software company
  • FP&A-specific experience
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The Company
HQ: New York, NY
80 Employees
Year Founded: 2020

What We Do

Aleph gives finance teams one place to pull their data, automate the reporting and forecasting they used to do by hand, and stop losing hours to spreadsheet cleanup. We started in 2020 on a simple premise: finance needs one source of truth for its data, not another dashboard bolted onto broken workflows. Aleph syncs live data from 150+ systems and plugs directly into Excel, Google Sheets, and now AI tools like Claude and ChatGPT through Aleph MCP. Teams at Zapier, Turo, Notion, and Eight Sleep run their budgeting, forecasting, and reporting on it. We're Series B, backed by Khosla Ventures, Picus Capital, BCV, and Y Combinator. About 80 people, fully remote, spread across six countries. Early enough that the product still has real problems left to solve, and the team is small enough that one person's work is visible across the whole company.

Why Work With Us

Every improvement we ship reaches a real finance team who's felt the old, slower way firsthand. There's no existing playbook for what we're building, so you'll write it alongside a team small enough that everyone knows your work. That closeness makes for real collaboration, not just coordination between departments.

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