One source of truth for financial data.
Engagement Associate
Location
United States
Posted
66 days ago
Salary
$65K - $130K / year
Seniority
Mid Level
Job Description
Engagement Associate
Aleph
• Determine and establish effective ways to enhance our customers’ FP&A setup with Aleph • Develop lasting, trust-based partnerships with our customers. • Monitor key usage metrics, identify growth opportunities, and expand Aleph’s impact. • 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
Job Requirements
- 2-3 years of FP&A/Consulting/Technical Implementation experience
- Excel/Google Sheets modeling expertise
- You have an ownership mentality and are excited to take on responsibility
- You thrive in a fast-paced and dynamic environment
- You are passionate about working closely with customers
- You are comfortable working in a remote team
- 1 year of experience at an early stage tech startup preferred
Benefits
- Fully Remote in the US, CAN, and LATAM
- Flexible hours
- Unlimited PTO
- Regular, in-person Retreats
- Provided MacBook Pro or Lenovo
- Fully paid Health Insurance (US Employees)
- Guideline 401(k) (US Employees)
Related Guides
Related Job Pages
More Associate Jobs
• Provide therapy to adults, couples, or teens using your expertise in mental health counseling. • Maintain and improve a caseload of clients through teletherapy sessions. • Collaborate with BetterHelp's support team for session-related queries. • Manage your own schedule and patient appointments according to your preferences. • Utilize BetterHelp's resources for professional development and continuous learning.
• Utilize telephonic outreach and engagement strategies to contact families and walk them through the process of successfully downloading the Imagine app and scheduling an enrollment visit. • Effectively communicate Imagine services and overcome parent/family objections. • Represent Imagine Pediatrics to parents and families of medically complex children. • In coordination with Local Outreach Team, support telephonic outreach to non-engaged and engaged patients. • Leverage reporting and dashboards to prioritize telephonic outreach to prospective members. • Successfully meet and/or exceed engagement monthly targets.
Associate, Strategic Services
Aperio PhilanthropyRealize your fundraising potential so your mission can thrive.
• The Associate, Strategic Services serves as the project manager for a portfolio of nonprofit clients, supporting our Client Services team in driving proactive, strategic, and operational work across engagements and internal initiatives. • Deliver high-quality, timely, and relevant support to both Client Services and the Strategic Services team, prioritizing exceptional service and innovation • Lead day-to-day project execution by developing agendas, capturing and synthesizing notes, tracking action steps in Asana, and ensuring follow-through across stakeholders • Support Client Services by developing and executing actionable project plans, leveraging Aperio Resources to drive efficient, high-quality delivery • Design, implement, and refine systems to support Strategic Services operations, including tracking deliverables across the client portfolio, managing team workflows (e.g., inboxes), and supporting reporting, planning, and internal initiatives. • Manage ‘up, down, and out’ to coordinate the activities of diverse internal and external stakeholders, ensuring timely progress on projects • Provide direct organizational and project support to the Senior VP on special capacity-building initiatives, such as: implementing AI, client feedback surveys, product development, and development of resources for Aperio’s ‘resource library’ • Provide general operational support to management of client services, such as data collection, reporting & analysis, planning call topics/agendas, and creating resources for the team • Support special projects, including vendor relations, communication drafting (e.g., emails, memos), and administrative tasks • Serve as a subject-matter expert on contents of the ‘resource library’, directing team members to the most relevant resources and proactively developing strategies to address challenges • The Associate ensures timely, quality fulfillment of all ‘shared services’—deliverables created by subject-matter experts—provided to the Client Services team to support their fulfillment of services to clients. • Oversee and manage Asana queues for client deliverables across writing, design, data & analytics, research, and DevOps support • Ensure deliverables are of high quality, aligned with client expectations, and delivered on time • Prioritize, assign, and monitor deliverables across queues, to provide clear updates to stakeholders to ensure timely, high-quality completion • Act as a liaison between requestors on the Client Services team and subject-matter experts working on deliverables (usually one of Aperio’s Expert Network members or a team member), facilitating communication and resolving questions to ensure timely, quality deliverables • Deliver exceptional customer service to Expert Network members, ensuring they are well-supported in their partnerships with the Client Services team.
Entertainment Associate – Skillbridge
Degy EntertainmentThe Premier Booking Agency for Concerts & Events Worldwide!
• Support military members during their transition to civilian careers through the Skillbridge Program. • Gain hands-on experience in various teams including Booking & Sales, Marketing, Special Projects, Major Event Operation, and Roster Operations. • Assist with the day-to-day operations of the technology environment as an IT Administrative Support Specialist. • Work across Microsoft 365, Jira, and workflow automation tools. • Apply AI-driven strategies to improve team efficiency.




