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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading product demonstrations and technical proof points while effectively translating complex finance concepts into business value. Proficient in engaging with senior stakeholders and leveraging AI applications to enhance financial workflows.
Highest-signal resume keywords
5+ Years In Finance RoleSpreadsheet ProficiencyAI Application KnowledgeSales Engineering BackgroundSQL/BI Tools Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingTechnical Proof PointsProduct DemonstrationsValue Creation StrategiesAI Applications
Soft Skills
Effective CommunicationCuriositySelf-Directed WorkCollaboration
Tools & Technologies
SQLBI Tools
Industry Keywords
Private EquityFinanceInvestmentCFO EngagementProduct Positioning
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Lead product demos and POCs showcasing Aleph’s AI-native approach to spreadsheet-heavy FP&A and sponsor reporting workflows
- Own technical proof points, including demos, POCs, and deep-dive Q&A
- Design and lead fast-paced trials that deliver clear value in days
- Configure solutions, answer edge-case questions, and accelerate decisions
- Engage CFOs and fund operating partners about AI applications and outcomes in finance
- Translate technical features into business value and position Aleph as a strategic partner
- Collaborate with GTM, Product, and Engineering teams to refine positioning and roadmap
- Bring real-world customer insights to improve sales and product development
Requirements
What you’ll need- 5+ years on an investment or value creation team at a PE firm, or in a finance role at a PE-backed company
- Comfortable working with a senior operating partner
- Fast and sharp in a spreadsheet
- Confident building and defending a model
- Fluent translation between finance and product speak
- Curious about AI and able to make the case for it to a skeptic
- Remote-ready and self-directed on a distributed team
- Nice-to-haves: startup experience, SQL/BI tools, sales engineering background
- Candidates within the Americas (United States, Canada, LATAM)
Benefits
Comp & perks- Equity
- Commission
- Flexible hours
- Unlimited PTO
- Regular, in-person Retreats
- Provided MacBook Pro or Lenovo
- Fully paid Health Insurance (US Employees)
- Guideline 401(k) (US Employees)
