Engagement Manager, Private Equity

Accountabilities

• • Onboard private-equity-backed customers and guide finance teams through the implementation and adoption of core FP&A workflows.
  • Serve as the primary point of contact and trusted partner for customers as they expand their use of the platform.
  • Develop a strong understanding of each customer's financial infrastructure, processes, requirements, and business priorities.
  • Identify adoption gaps and proactively drive increased usage across the assigned customer portfolio.
  • Support workflows including financial reporting, budgeting, headcount planning, and other FP&A processes.
  • Manage multiple customers, projects, priorities, and deadlines while maintaining a high standard of service.
  • Gather and communicate customer feedback to product and engineering teams, helping influence future platform improvements.
  • Identify opportunities to improve onboarding processes and contribute to more consistent, scalable, and repeatable implementations.
  • Take ownership of customer challenges, proactively identify issues, and drive solutions without waiting for detailed direction.

  Requirements

  • 3+ years of professional experience in FP&A, strategic finance, private equity, or a related finance function within a PE-backed company or investment fund.
  • Strong Excel and Google Sheets skills, including financial modeling and working confidently with complex financial data.
  • Solid understanding of FP&A processes and the ability to translate financial requirements into practical technology-enabled workflows.
  • Strong customer-facing and stakeholder management skills, with the ability to establish credibility and trust with finance professionals.
  • Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly.
  • Demonstrated ownership mentality, initiative, and ability to independently identify and resolve problems.
  • Strong organizational skills and the ability to manage multiple customers, projects, and competing priorities simultaneously.
  • Comfortable working in a remote, collaborative environment with distributed teams.
  • Experience in an early-stage or high-growth technology company is a plus.
  • Ability to combine financial expertise with a customer-focused, consultative approach.

  Benefits

  • Competitive compensation with regionally aligned salary ranges and equity opportunities.
  • For LATAM-based employees, compensation is listed at US$72,000–US$114,000, depending on level and experience.
  • Generous equity and benefits as part of the total compensation package.
  • Fully remote work across eligible regions in the Americas.
  • Flexible working hours designed to support autonomy and effective collaboration.
  • Unlimited paid time off.
  • Regular in-person company retreats.
  • Company-provided MacBook Pro or Lenovo laptop.
  • Fully paid health insurance for eligible U.S. employees.
  • Guideline 401(k) for eligible U.S. employees.
  • Opportunity to work directly with finance teams and contribute to the evolution of modern FP&A technology.
  • Collaborative environment with opportunities to take ownership and grow professionally.