Aleph

Engagement Manager

Americas

$107,000 – $165,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Planning & Analysis (FP&A), SoftwareIndustries

Job Description: Customer Success Manager

Salary: $107K - $165K Employment Type: Full-Time Location Type: Remote (Americas: Canada, LATAM, United States)


About Aleph

Aleph is revolutionizing Financial Planning & Analysis (FP&A) by building the most seamless way to centralize a company's financial data. We connect data from sources like QuickBooks, NetSuite, and Salesforce into the tools finance teams already use. Our vision extends beyond this to become the ultimate source of truth for business data, empowering better decision-making.

Founded by technical experts from Stanford and MIT with experience at Google, Microsoft, and Bain & Company, Aleph is backed by top VCs including Bain Capital Ventures, Khosla Ventures, and Y Combinator. We serve leading companies such as Turo, Notion, and Zapier.

Our unique approach has led to rapid growth, minimal churn, and low marketing spend. We are operating ahead of schedule and are looking for motivated individuals to join our high-impact team.


What we're looking for

Aleph is seeking a highly motivated Customer Success Manager to serve as a trusted partner for our clients as they enhance their FP&A capabilities with Aleph. This role blends customer success responsibilities with data analytics expertise, offering a unique opportunity to apply financial skills in a client-facing, impact-driven setting. You will be instrumental in onboarding clients, becoming their primary point of contact, and guiding them as they expand their use of Aleph across various financial functions like reporting, budgeting, and headcount planning.

As part of a small, high-impact team, you will significantly contribute to scaling our customer success strategy and ensuring its alignment with our overall vision. You will also collaborate closely with our product and engineering teams to integrate customer feedback into the product roadmap.


What you'll be doing

  • Enhance Customer FP&A: Determine and implement effective strategies to improve our customers' FP&A setups using Aleph.
  • Build Partnerships: Develop and maintain lasting, trust-based relationships with our customers.
  • Drive Growth: Monitor key usage metrics, identify opportunities for growth, and expand Aleph's impact within client organizations.
  • Shape Product Future: Act as the voice of the customer, providing strategic input to our product and engineering teams regarding the future direction of the product.

What you have

  • Experience:
    • 2+ years of experience in management consulting or investment banking.
    • 1 year of experience at an early-stage tech startup (Seed, Series A-B), with FP&A experience being a strong preference.
  • Skills:
    • Expertise in Excel/Google Sheets modeling.
  • Attributes:
    • An ownership mentality with a drive to take on responsibility.
    • Ability to thrive in a fast-paced and dynamic environment.
    • Passion for working closely with customers.
    • Comfort and effectiveness working in a remote team setting.

Company Information

Aleph is an equal opportunity employer committed to diversity and inclusion. We do not discriminate based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic. This policy applies to all employment practices, including hiring, promotion, and compensation. Hiring decisions are based solely on qualifications, merit, and business needs.

Skills

Financial Planning & Analysis (FP&A)
Customer Success
Data Analytics
Financial Infrastructure
Reporting
Budgeting
Headcount Planning
Client-facing
Impact-driven

Aleph

Enhances spreadsheets for financial planning teams

About Aleph

Aleph enhances the financial planning and analysis (FP&A) process by improving the functionality of spreadsheets, which are widely used by finance teams. Instead of replacing Excel with new web-based tools, Aleph integrates advanced features into the familiar spreadsheet environment. This allows finance professionals to continue using a tool they are comfortable with while gaining access to real-time data integration, automated reporting, and collaborative capabilities. Unlike traditional FP&A solutions that require users to learn new systems, Aleph's approach minimizes the learning curve and maximizes productivity. The company operates on a subscription-based model, providing continuous updates and improvements to its software, which helps finance teams streamline their budgeting and forecasting tasks. Aleph's goal is to empower finance teams to work more efficiently and effectively by supercharging the spreadsheets they already rely on.

New York City, New YorkHeadquarters
2020Year Founded
$16.4MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Benefits

Remote Work Options

Risks

Competition from established FP&A providers like Anaplan and Adaptive Insights is increasing.
Scaling operations in new markets like Nigeria may require additional resources.
Spreadsheet reliance may face criticism from companies seeking innovative FP&A tools.

Differentiation

Aleph enhances spreadsheet capabilities, unlike traditional FP&A tools replacing Excel.
Aleph offers real-time data integration with 150+ integrations, streamlining financial processes.
Aleph's no-code dashboards allow finance teams to interact with data easily.

Upsides

Growing demand for real-time data integration boosts Aleph's market potential.
No-code platforms trend supports Aleph's user-friendly approach for finance teams.
Aleph's expansion into Nigeria taps into emerging market fintech opportunities.

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