Engagement Manager (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Engagement Manager (Fintech): Managing the onboarding and implementation of FP&A infrastructure for private equity-backed companies with an accent on financial modeling, stakeholder management, and customer success. Focus on diving deep into client financial systems, driving platform adoption, and collaborating with product teams to scale onboarding processes.
Location: Must be based in the Americas (United States, Canada, or LATAM)
Salary: $72,000 – $176,000
Company
is an AI-native FP&A platform designed to streamline financial data and decision-making for finance teams.
What you will do
- Onboard PE-backed customers and guide them through core FP&A workflow adoption.
- Determine and establish effective strategies to enhance client financial infrastructure using .
- Develop and maintain trust-based partnerships with finance teams at client organizations.
- Monitor usage metrics to identify adoption gaps and drive platform utilization.
- Serve as the voice of the customer to inform the product roadmap through feedback loops.
Requirements
- 3+ years of experience in Private Equity or on the finance team of a PE-backed company.
- Proficiency in Excel and Google Sheets financial modeling.
- Must be based in the Americas to align with team working hours.
- Ownership mentality and experience managing multiple customer priorities in parallel.
- Strong communication skills and ability to build rapport with finance stakeholders.
- Experience working in a fast-paced, dynamic environment.
Nice to have
- Experience working at an early-stage tech startup.
Culture & Benefits
- Remote-first working environment.
- Opportunity for equity participation.
- Collaborative, impact-driven team environment.
- Exposure to high-growth, top-tier PE-backed client organizations.
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