Sales Engineer

Summary

Join Aleph, a company redefining Financial Planning & Analysis (FP&A), as a Client-Facing FP&A Expert. This role combines sales engineering with financial modeling expertise, allowing you to apply your Excel and finance skills in a client-facing environment. You will work closely with sales and product teams to understand client needs, design solutions, and present Aleph's FP&A best practices. As a key member of a small, high-impact team, you will contribute to scaling the GTM strategy while collaborating with product and engineering teams to incorporate customer feedback. This remote-first opportunity is ideal for individuals with 5+ years of experience in finance, consulting, or FP&A, particularly those with experience in investment banking, management consulting, and tech startups.

Requirements

• 5+ years of experience working in finance, consulting or FP&A
• Excellent verbal communication skills; ability to convey complex finance-related topics clearly to both technical and non-technical audiences
• You have an ownership mentality and are excited to take on responsibility
• You are comfortable working in a remote team
• Bachelor’s or Master’s degree in Business, Finance, Economics, Computer Science, or a related field

Responsibilities

• Showcase Aleph: Lead Aleph product demonstrations that showcase how Aleph can automate complicated Excel- and GSheets-based FP&A reporting and planning workflows with AI-powered software
• Lead high-impact trials: Manage short-term client engagements focused on delivering value while working in a fast-paced and dynamic environment
• Address CFO-level questions: Use your past experience working with senior finance professionals to provide thoughtful responses to finance questions from CFO and VP-level prospects
• 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 - with a particular focus on AI-driven innovation

Preferred Qualifications

• 2+ years of experience in investment banking or management consulting
• 1+ years of experience at a tech startup (Seed through Series B)
• Experience with SQL, BI tools, or data integrations a plus
• MBA Preferred