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Engagement Manager - PE Engagements

Aleph· Operations
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Hybrid (Americas (US))Full-timePosted 7mo ago

About the role

Engagement Manager to work with PE-backed finance teams, onboarding them to Aleph’s FP&A platform, combining customer success with data analytics to scale the private equity motion.

Responsibilities

  • 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

Qualifications

  • 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
  • Ownership mentality and willingness to take on responsibility
  • Passionate about working closely with customers
  • Clear communication and ability to build rapport
  • Thrives in a fast-paced, dynamic environment
  • Able to manage multiple customers and priorities in parallel
  • Comfortable working on a remote team

Skills

Required:Financial modeling (Excel/Google Sheets)Customer onboardingRelationship buildingData-driven insights
Last updated Jul 8, 2026. Interested? Apply on the company site.
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About Aleph

One source of truth for financial data.

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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