Engagement Associate

Job summary

The Engagement Associate will enhance customers' FP&A setups with Aleph and develop trust-based partnerships. They will monitor usage metrics and provide feedback to shape the product's future.

Job details

🔍 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 infrastructure 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). 👷 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 bring 2-3 years of FP&A/Consulting/Technical Implementation experience 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 1 year of experience at an early stage tech startup preferred 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.

What you’ll do

The Engagement Associate will enhance customers' FP&A setups with Aleph and develop trust-based partnerships. They will monitor usage metrics and provide feedback to shape the product's future.

Requirements

Candidates should have 2-3 years of experience in FP&A, consulting, or technical implementation, along with Excel and Google Sheets modeling expertise. An ownership mentality and passion for customer interaction are essential.

Listed skills

• Technical · Preferred
• analysis · Preferred
• Budgeting · Preferred
• Microsoft · Preferred
• Teams · Preferred
• Client · Preferred
• Data analysis · Preferred
• Microsoft Excel · Preferred
• Planning · Preferred
• Financial planning · Preferred
• future · Preferred
• Customer · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• FP&A
• Consulting
• Technical Implementation
• Excel
• Google Sheets
• Data Analytics
• Customer Success
• Financial Skills
• Partnership Development
• Usage Metrics Monitoring
• Growth Opportunities Identification
• Product Feedback
• Strategic Advising
• Ownership Mentality
• Fast-Paced Environment
• Remote Team Collaboration

Job areas

• Technology
• Finance & Accounting
• Customer Service & Support
• Data & Analytics
• Software