Engagement Manager - Helio

San Francisco, CA

About CircleUp

CircleUp is a technology company that leverages Helio, its own proprietary data aggregation and machine learning platform. CircleUp is bringing the data-driven revolution that occurred in the public markets to the private markets, starting with consumer & retail. Along with existing high-performing equity and credit funds, we are launching a brand new SaaS business for external customers, enabling better decision-making for investors, companies, retailers, and more. CircleUp’s mission is to help entrepreneurs thrive by giving them the capital and resources they need. By providing access to our insights externally, we plan to exponentially increase our impact on entrepreneurs.

CircleUp was recently honored as one of Fast Company's Top 10 Most Innovative Companies in Data Science and has been named a CB Insights FinTech 250, a Top 5 Most Disruptive Company in Finance by CNBC, and to the Forbes FinTech 50. Founded in 2012, CircleUp is headquartered in San Francisco and backed by Union Square Ventures, GV, Canaan Partners, QED Advisors, and others.

About the Role

We are seeking an Engagement Manager to work directly with the General Manager of Helio and the product team to commercialize our investing platform, Helio. You will be responsible for customer delivery in close collaboration with the product team as we build a SaaS platform. We are looking for a player-coach, able to manage a team and get into the weeds. The ideal candidate will be results-oriented, data-driven, collaborative, and eager to tackle ambiguous problems. The role will be extremely fast paced and is likely to change day by day. 


  • Oversee all customer engagements. Leverage Helio data to generate sourcing, diligence, and growth strategy analysis for leading investors, advisors, and operators within CPG industry; managers can expect to work directly with executives at these customers to scope, workplan, and present the analysis
  • Set prioritization for the day-to-day operations of project teams that will span a team of analysts, data scientists, engineers, and product managers 
  • Collect and analyze customer feedback on Helio data and analysis and translate into actionable product learnings for the product development team 
  • Work directly with the product team, software engineers, and data scientists to build a scalable customer facing data platform 
  • Work in lockstep with the business development team by defining customer use cases, lead product demos, and scoping and pricing customer engagements
  • Inform and shape high-level direction of Helio through leading rapid test-and-learn processes which will test strategic initiatives 
  • Manage corporate-level processes that enable accountability as we scale, including continued focus on quarterly OKRs, monthly business reviews, and annual planning 


  • A skilled people manager who can inspire the team while holding them accountable for performance; proven ability to work with and influence stakeholders at all levels internally and externally
  • Strong product and/or project management skills with an ability to identify problems and opportunities and take strategic or operational ideas from conception to launch 
  • Experience working with team members across multiple disciplines (e.g., product, engineering, data scientists, etc.) 
  • Experience working with data products, ideally within CPG or financial markets; passion for data-driven decision-making and creating impact at scale 
  • Comfort with ambiguity and a rapid test-and-learn approach. Ideally comfortable working in a startup environment 
  • Passion for metrics, operational efficiency, and process; detail-oriented with the ability to work fluently with large and diverse dataset 
  • Willingness to roll up sleeves and quickly shift from high-level planning to day-to-day execution 
  • Ability to operate independently in a fast-paced environment and think strategically about trade-offs and prioritization of projects 
  • A strong sense of hustle. Energized when making sense of chaos and handling urgent matters 
  • Strong written and oral communication skills, with experience creating executive-level presentations 
  • Exceptional integrity, highly intelligent and strong work ethic 
  • Familiarity with private investing, machine learning technology, CPG and/or SaaS industries, and 
  • SQL a plus 

In Closing

If you got to this point, we hope you’re feeling excited about the job description you just read! Even if you feel that you don't meet all of the requirements and qualifications, we still encourage you to apply. We’re eager to speak with those who share our passion to help entrepreneurs thrive - not just those who match every bullet point in our job descriptions. 

CircleUp is an equal opportunity employer. We do not discriminate based upon race, religious creed, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status (including registered domestic partnership status), sex and gender (including pregnancy, childbirth, lactation and related medical conditions), gender identity and gender expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), age, sexual orientation, Civil Air Patrol status, military and veteran status and any other consideration protected by federal, state or local law. We encourage those who really want to make an impact to apply for our open positions.


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