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Sales Engineer

About Aleph

Aleph is redefining the world of Financial Planning & Analysis (FP&A). We operate in an established software category with a multi-billion TAM but no clear winner. We’re here to change that, and our early results are self-explanatory.

Aleph 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 (Bain Capital Ventures, Khosla Ventures, YC, Picus Capital), and work with customers like Turo, Notion, Zapier, and others.

What we’ve built so far is the most seamless way to centralize all of a company's financial data – think expenses from Quickbooks or Netsuite, pipeline forecasts from Salesforce – and bring it into the tools finance teams are already using. But the vision goes way beyond that. We’re building the source of truth for a business’ data, and ultimately the platform businesses use to make better decisions.

We’re way ahead of schedule due to our unique approach, with barely any churn and rapid growth with very low marketing spend to date.

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

🔍 What we're looking for

Aleph is searching for a highly motivated individual to become a client-facing expert on how Aleph supports FP&A teams. This unique role combines sales engineering responsibilities with financial modeling expertise, offering an exciting opportunity to apply your Excel and finance skills in a client-facing, impact-driven environment. You will work closely with the sales and product teams to understand client requirements, design effective solutions, and present an Aleph solution grounded in FP&A best practices.

We are a small, high-impact team, so you will play an important role in scaling our GTM strategy while keeping it aligned with our overall vision and goals. Also, you will collaborate with our product and engineering teams to incorporate customer feedback into the product roadmap.

👷 What you'll be doing

  • 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

📝 What you have

  • 5+ years of experience working in finance, consulting or FP&A. Strongly preferred if these experiences include: 

    • 2+ years of experience in investment banking or management consulting

    • 1+ years of experience at a tech startup (Seed through Series B)

  • 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

  • Experience with SQL, BI tools, or data integrations a plus

  • Bachelor’s or Master’s degree in Business, Finance, Economics, Computer Science, or a related field

  • MBA Preferred

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.

Aleph 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. Aleph makes hiring decisions based solely on qualifications, merit, and business needs at the time.

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$120000K

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What You Should Know About Sales Engineer, Áleph

Join Aleph as a Sales Engineer and be part of an exciting journey that is transforming Financial Planning & Analysis (FP&A). This remote opportunity is perfect for those looking to combine their finance expertise with a passion for technology. At Aleph, you’ll work with a dynamic team focused on automating FP&A workflows and enhancing decision-making for businesses. Founded by a team with impressive backgrounds from Stanford and MIT, Aleph is backed by top-tier investors and already making waves with notable clients like Turo and Zapier. As a Sales Engineer, you'll demonstrate Aleph's innovative solutions, lead impactful client trials, and address high-level financial queries with senior professionals, leveraging your past experience in finance or consulting. You’ll have the chance to shape our product's future by providing insightful customer feedback, making your voice critical in developing AI-driven innovations. If you have a penchant for solving complex problems and a drive to take responsibility in a fast-paced, remote environment, we’d love to hear from you. Don’t miss this chance to be a vital part of a high-impact team that values your input and offers the opportunity to grow the next generation of finance solutions!

Frequently Asked Questions (FAQs) for Sales Engineer Role at Áleph
What responsibilities does a Sales Engineer at Aleph have?

As a Sales Engineer at Aleph, your responsibilities include leading product demonstrations that illustrate how our solutions can automate FP&A reporting and planning workflows using AI-powered software. You will manage client engagements, provide insightful answers to CFO-level questions, and collaborate closely with sales, product, and engineering teams to ensure customer feedback is reflected in our product roadmap.

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What qualifications are required for the Sales Engineer position at Aleph?

Aleph looks for candidates with a minimum of 5 years in finance, consulting, or FP&A backgrounds, with preferred experience in investment banking or management consulting. A Bachelor’s or Master’s degree in Business, Finance, Economics, or Computer Science is also noted, with an MBA preferred. Familiarity with SQL, BI tools, or data integrations can be an added advantage.

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What skills are essential for a Sales Engineer at Aleph?

Essential skills for a Sales Engineer at Aleph include excellent verbal communication capabilities to effortlessly explain complex finance topics to diverse audiences. Moreover, an ownership mentality, problem-solving skills, and the ability to work effectively within a remote team are crucial to succeed in this role.

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How does Aleph support professional growth for a Sales Engineer?

At Aleph, the environment encourages professional growth through hands-on experience and the opportunity to influence product development by bringing customer feedback directly to the product and engineering teams. Exposure to senior finance professionals and the evolving world of AI innovations further enriches the career development of a Sales Engineer.

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What does the hiring process look like for a Sales Engineer at Aleph?

The hiring process for a Sales Engineer at Aleph typically involves initial screening interviews focusing on qualifications and fit, followed by technical assessments related to finance and communication skills. Candidates may also engage in interviews with current team members to discuss the company's values and culture.

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Common Interview Questions for Sales Engineer
How would you approach demonstrating Aleph's software to a potential client?

Begin by understanding the client’s specific needs and preparing a tailored demonstration that directly addresses their FP&A challenges. Highlight key features of Aleph that resonate with those needs, ensuring to engage stakeholders throughout the session.

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Can you explain your experience in dealing with complex financial topics?

Share examples from your past experiences where you simplified intricate financial concepts for both technical and non-technical audiences. Emphasize your analytical skills and ability to communicate effectively in those scenarios.

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Describe a time when you received critical feedback from a client?

Talk about an instance where you not only received feedback but implemented changes based on that feedback, demonstrating your commitment to customer satisfaction and continuous improvement.

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How do you stay updated on trends in FP&A and financial technology?

Explain your practice of following industry publications, participating in relevant webinars, and networking with industry peers to stay informed about the latest advancements and trends in FP&A and financial software.

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What strategies would you use to manage a short-term trial for a potential customer?

Outline a structured approach that includes setting clear objectives, maintaining regular contact with the customer for feedback, and adjusting the strategy based on their evolving needs during the trial period.

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How would you handle a situation where a client is not satisfied with the product during a trial?

Express a willingness to listen actively to the client’s concerns and work collaboratively on solutions. Ensure you not only address immediate issues but also provide a pathway to enhance their experience with Aleph.

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What methods do you use to prioritize customer requests for product improvements?

Discuss your approach, which includes assessing the impact of the feedback on overall user experience, customer satisfaction, and alignment with Aleph's strategic goals, all while collaborating with the product team.

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How do you effectively communicate technical details to non-technical team members?

Highlight your ability to distill complex information into relatable terms, using analogies and visual aids when necessary to ensure clarity and understanding among all team members.

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What excites you about working with financial data and FP&A solutions?

Share your enthusiasm for working with financial data and how you find the intersection between finance and technology fascinating. Discuss your desire to contribute to innovative solutions that drive business decision-making.

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Why do you want to work for Aleph as a Sales Engineer?

Convey your admiration for Aleph’s mission to reshape FP&A, its culture of innovation, and the impactful stories of its clients that inspire you to be a part of this transformative journey.

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Full-time, remote
DATE POSTED
April 13, 2025

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