Accountabilities

Lead product demonstrations and technical evaluations: Showcase AI-powered FP&A capabilities through tailored product demos, proof-of-concept projects, and detailed technical discussions, highlighting how the platform streamlines spreadsheet-heavy planning and sponsor reporting workflows.

Design and manage customer trials: Build and lead focused, short-cycle evaluations that demonstrate measurable value within days rather than months. Configure solutions, address complex use cases, answer detailed questions, and help prospects progress toward purchasing decisions.

Advise senior finance and investment stakeholders: Engage confidently with CFOs, private equity operating partners, and other senior decision-makers. Explain how AI can improve finance processes, translate technical capabilities into business outcomes, and establish credibility as a strategic partner.

Demonstrate financial expertise: Apply a strong understanding of financial planning, analysis, modeling, and portfolio monitoring to address prospect requirements and validate the platform's value in real-world finance workflows.

Connect customer needs with product strategy: Partner with Go-to-Market, Product, and Engineering teams to share market feedback, refine positioning, and inform product development, particularly around AI-first workflows and capabilities.

Support commercial growth: Help private equity firms and portfolio companies understand the platform's potential, build confidence through technical proof points, and advance opportunities through the evaluation process.

Requirements

5+ years of experience on an investment or value creation team at a private equity firm, or in a finance role within a private equity-backed company.

Experience working with senior investment professionals and operating partners, with the confidence to engage directly with experienced finance leaders.

Strong financial modeling and spreadsheet skills, including the ability to build, analyze, and confidently explain financial models.

Solid understanding of financial planning and analysis, portfolio monitoring, and the reporting needs of private equity sponsors and portfolio companies.

Ability to translate fluently between finance concepts and technical product capabilities, connecting complex workflows to clear business value.

Strong communication and presentation skills, with the ability to lead product demonstrations, manage technical evaluations, and respond effectively to challenging questions.

Curiosity about artificial intelligence and the ability to explain its practical applications and value to both enthusiastic adopters and skeptical stakeholders.

Comfort operating in ambiguous, fast-moving environments, taking initiative, and managing priorities independently.

Ability to work effectively as part of a remote, distributed team, with availability aligned to working hours across the Americas.

Nice to have:

Experience in a startup or high-growth technology environment.

Familiarity with SQL, business intelligence tools, or data analysis platforms.

Previous experience in sales engineering, solutions consulting, or technical pre-sales.

Benefits

US compensation: On-target earnings (OTE) of $159,800–$225,000 USD, combining base salary and variable compensation.

Additional compensation: Equity opportunities and commission.

Remote work: Fully remote for employees based in the United States, Canada, and Latin America.

Flexible schedule: Flexible working hours.

Paid time off: Unlimited PTO.

Team connection: Regular in-person company retreats.

Equipment: Company-provided MacBook Pro or Lenovo laptop.

Healthcare: Fully paid health insurance for US employees.

Retirement: Guideline 401(k) plan for US employees.

Location-based compensation: Base salary is adjusted according to the employee's location.

Additional benefits: Generous benefits and equity included as part of the overall compensation package.

How Jobgether works

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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