Engagement Manager, Private Equity

ABOUT the company

The company 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.

The company 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.

We are hiring remotely across the Americas (United States, Canada, LATAM).

🔍 WHAT WE'RE LOOKING FOR

The company is looking for an Engagement Manager, Private Equity to work hands-on with finance teams at PE-backed companies as they implement the company. You'll go deep on their financial infrastructure, onboard them onto the platform, and become their primary point of contact as they expand across core FP&A workflows, e.g. reporting, budgeting, headcount planning.

This role sits at the intersection of finance expertise and customer partnership. You'll spend meaningful time in spreadsheets and financial data -- but the job is ultimately about making customers successful, not just the technical work.

👷 WHAT YOU’LL BE DOING

• Onboard PE-backed customers and guide them through core FP&A workflows

• Become the trusted point of contact for finance teams as they expand their the company implementation

• Identify adoption gaps and drive usage across your customer portfolio

• Surface customer feedback to product and engineering -- your input shapes the roadmap

• Help make onboarding repeatable and reliable as we scale

📝 ABOUT YOU

• 3+ years in FP&A, strategic finance, or private equity (PE-backed company or fund-side)

• Strong Excel / Google Sheets modeling skills

• Ownership mentality; you don't wait to be told what needs fixing

• Clear communicator who builds trust quickly with finance stakeholders

• Comfortable managing multiple customers and priorities in parallel

• Comfortable on a remote team

• Early-stage startup experience a plus

🌞 ADDITIONAL INFORMATION, PERKS + BENEFITS

Learn more here! [link for members]

While this is a remote-first opportunity, we're focusing on candidates within the Americas to better align with our working hours as a team.

The company is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. The company makes hiring decisions based solely on qualifications, merit, and business needs at the time.