Engagement Manager, Private Equity

Reposted 10 Days Ago
Be an Early Applicant
14 Locations
Remote
72K-176K Annually
Mid level
Fintech • Software
AI-native FP&A software
The Role
Own onboarding and adoption for PE-backed customers, improve FP&A setups using Aleph, build trusted partnerships, monitor usage to drive adoption, and surface customer feedback to product and engineering.
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

Aleph is looking for an Engagement Manager, Private Equity to work hands-on with finance teams at PE-backed companies as they implement Aleph. You'll go deep on their financial infrastructure, onboard them onto the platform, and become their primary point of contact as they expand across core FP&A workflows, e.g. reporting, budgeting, headcount planning.

This role sits at the intersection of finance expertise and customer partnership. You'll spend meaningful time in spreadsheets and financial data -- but the job is ultimately about making customers successful, not just the technical work.


👷 What you’ll be doing
  • Onboard PE-backed customers and guide them through core FP&A workflows

  • Become the trusted point of contact for finance teams as they expand their Aleph implementation

  • Identify adoption gaps and drive usage across your customer portfolio

  • Surface customer feedback to product and engineering -- your input shapes the roadmap

  • Help make onboarding repeatable and reliable as we scale

📝 About you
  • 3+ years in FP&A, strategic finance, or private equity (PE-backed company or fund-side)

  • Strong Excel / Google Sheets modeling skills

  • Ownership mentality; you don't wait to be told what needs fixing

  • Clear communicator who builds trust quickly with finance stakeholders

  • Comfortable managing multiple customers and priorities in parallel

  • Comfortable on a remote team

  • Early-stage startup experience a plus

🌞 Additional Information, Perks + Benefits

Learn more here!

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

  • 3+ years of experience in Private Equity or on the finance team of a PE-backed company
  • Proficient in Excel / Google Sheets modeling
  • Experience working at an early-stage tech startup
  • Ownership mentality and willingness to take on responsibility
  • Passionate about working closely with customers
  • Excellent communication skills and ability to build rapport
  • Ability to thrive in a fast-paced, dynamic environment
  • Comfortable managing multiple customers and priorities in parallel
  • Comfortable working on a remote team
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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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