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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.

Own renewals, expansions, upsells, pricing negotiations, and revenue outcomes across customer accounts. Build a repeatable expansion playbook, partner with Customer Success Managers on account strategy, engage CFOs and finance teams, track account health signals, and develop enough product fluency to discuss implementations and technical questions credibly. Identify at-risk accounts and coordinate retention strategies with leadership.

Own and scale client-facing data transformation pipelines for financial and operational data. Build reliable analytical models, data integrity tests, and integrations across diverse sources. Partner with Customer Success and Engineering to troubleshoot data issues, optimize critical pipelines, establish engineering standards, and improve developer experience. Use dbt, SQL, Python, BigQuery, and AI-enabled workflows to deliver performant, well-documented FP&A data products while mentoring teammates and contributing to hiring and onboarding.

Lead product demonstrations, proofs of concept, and short-cycle trials for FP&A leaders evaluating Aleph’s AI-native platform. Configure solutions, answer finance and product questions, translate AI capabilities into business value, and guide technical evaluations through decision. Engage CFOs and senior finance stakeholders while partnering with go-to-market, Product, and Engineering teams to improve positioning and roadmap decisions.

Own Aleph’s shared AI foundation, including model selection and routing, proxy infrastructure, context management, tool design, and evaluation systems. Ship production agentic features using prompt engineering, caching, parallel tool calls, and subagents. Build observability for agent performance, collaborate with customers and finance experts to define quality standards, and drive adoption of reliable AI systems across product teams.

Own major product surfaces across Aleph’s FP&A platform, leading features from customer discovery through launch and iteration. Build performant spreadsheet-grade interfaces over large financial datasets, design robust data models and APIs, develop AI-native features involving orchestration, tool calls, and retrieval, and improve engineering standards through high-quality code and reviews. The role requires strong full-stack fundamentals, customer engagement, technical leadership, pragmatism, and experience building complex B2B products.

Own full-cycle enterprise sales for an AI-native FP&A platform: qualify prospects, deliver personalized demos, design trials with Solutions/Data teams, negotiate and close deals, and partner with Product and Engineering to improve the product.

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.

Lead integrated B2B demand generation across paid, content, webinars, events, email, lifecycle and partnerships. Own paid strategy, budget allocation, testing, and conversion optimization. Grow qualified inbound pipeline, improve attribution and reporting, and build nurture/re-engagement programs to move prospects to qualified opportunities.

The Engagement Associate will enhance customers' FP&A setup, develop partnerships, monitor usage metrics, and advise on product development.