Sales Engineer

Posted 6 Hours Ago
Hiring Remotely in United States
Remote
160K-225K Annually
Senior level
Fintech • Software
AI-native FP&A software
The Role
Lead product demonstrations, proofs of concept, and short-cycle trials for FP&A leaders. Translate Aleph’s AI and automation capabilities into finance business value, configure solutions, answer technical and finance questions, and guide stakeholders through evaluations. Engage CFOs and VPs, support sales execution, and relay customer insights to Product and Engineering. The role requires strong FP&A and financial modeling expertise, spreadsheet fluency, comfort with AI, and the ability to work independently in a remote environment.
Summary Generated by Built In

 

🔍 What we're looking for

Aleph is looking for a Strategic Business Development Lead to run demos and proofs of concept with FP&A leaders as they evaluate Aleph. Think of this as a sales engineer role built around FP&A. Instead of teaching engineering concepts to technical buyers, you're teaching AI and automation concepts to finance leaders. You'll act as the subject matter expert on both FP&A best practices and the product, owning technical evaluations from first demo through decision.

This role sits at the intersection of finance expertise and sales execution. You'll be deep in the product and in prospects' financial workflows, and the job is ultimately about winning technical evaluations and earning trust fast.

 

👷 What you'll be doing

  • Showcase Aleph’s AI-native approach in action: Lead product demos and POCs that highlight how Aleph automates spreadsheet-heavy FP&A workflows using AI. You’ll own the technical proof points (demos, POCs and deep dive Q&A) and demonstrate how Aleph replaces manual work without forcing teams to abandon their spreadsheets
  • Run high-conviction, short-cycle trials: Design and lead fast-paced trials that deliver clear value in days, not months. You’ll work directly with stakeholders to configure solutions, answer edge-case questions, and accelerate the path to yes
  • Engage senior finance leaders on AI and outcomes: Speak credibly with CFOs and VPs about where AI fits in finance. You’ll answer hard finance questions, translate technical features into business value, and position Aleph as a strategic partner, not just a tool
  • Close the loop between buyer needs and product direction: Work closely with GTM, Product, and Engineering teams to refine Aleph’s positioning and roadmap -- especially around AI-first workflows and features. You’ll bring back real-world insights that help us sell smarter and build better

     

📝 What you bring

  • 5+ years in finance, PE, FP&A, or consulting -- you hold your own with a CFO
  • Fast and sharp in a spreadsheet; confident building and defending a model
  • Can translate fluently between finance and product speak
  • Able to thrive in ambiguity and move fast on your own
  • Curious about AI and can make the case for it to a skeptic
  • Remote-ready and self-directed on a distributed team
  • Nice-to-have:
    • Startup experience
    • Hands-on with SQL/BI tools
    • Previous sales engineering or similar experience

Skills Required

  • 5+ years of experience in finance, private equity, FP&A, or consulting
  • Strong spreadsheet skills and ability to build and defend financial models
  • Ability to translate between finance concepts and product or technical language
  • Ability to work independently in ambiguity and move quickly
  • Curiosity about AI and ability to explain its value to skeptical stakeholders
  • Ability to work remotely and self-direct on a distributed team
  • Startup experience
  • Hands-on experience with SQL or BI tools
  • Previous sales engineering or similar 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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