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EliseAIEliseAINew York, NY

Engagement Manager, Future Platforms (Accounting) | Housing

Leads end-to-end accounting implementations for AI platform clients, configuring workflows, driving migrations, and ensuring post-launch success with CFOs and controllers. Requires 3-5 years experience in accounting/finance and client-facing projects in high-growth tech environments.

160k – 200k/yr
On-site3+ YOESolutions Architecture

About the role

Key Responsibilities

  • Own accounting engagement success end-to-end
  • Drive the accounting portion of multiple concurrent engagements, from late-stage sales handoff through post-launch stabilization
  • Roll off accounts once they are fully live and operating successfully on the platform
  • Ensure accuracy, completeness, and operational readiness across all accounting workflows

Lead accounting discovery, scoping, and decisioning

  • Partner with senior accounting stakeholders (Controllers, CFOs, Finance teams) to understand current-state workflows and define future-state processes
  • Drive critical implementation decisions, such as bank account onboarding strategy, vendor onboarding and payment workflows, chart of accounts structure and usage, transaction and charge code design
  • Translate ambiguous accounting needs into clear system configurations and requirements

Own configuration and implementation

  • Lead hands-on accounting setup, including chart of accounts (COA) configuration, vendor and entity setup, mapping of transactions and workflows
  • Manage detailed back-and-forth with clients to gather, validate, and refine data inputs
  • Ensure integrity and correctness of client-provided materials (e.g., validating GL structures, identifying inconsistencies, resolving gaps)

Drive migration and post-launch success

  • Ensure full readiness for data migration and system cutover
  • Lead post-launch activities, including reconciliations and validation of financial data, stabilization of accounting workflows in the new system, kickstarting close processes and operational rhythms
  • Act as the primary owner of a clean, accurate transition into the platform

Enable adoption and training

  • Run trainings, walkthroughs, and tailored demos for accounting teams
  • Ensure end users are confident operating within the new system
  • Identify and resolve adoption blockers early

Build scalable systems and playbooks

  • Turn implementation learnings into repeatable processes, templates, and best practices
  • Partner with Product and Engineering to surface gaps and improve accounting workflows
  • Help define what “great” looks like for accounting implementations at scale

Requirements

  • 3–5 years of experience in management consulting, corporate strategy, product management, and/or founder/operator roles at high-growth startups
  • Background in accounting or finance (e.g., former Controller, Senior Accountant, accounting consultant, or accounting-focused operator), ideally in a high-growth or tech-enabled environment
  • Experience managing complex, client-facing implementations or projects
  • Strong understanding of accounting fundamentals (GL, reconciliations, close process, workflows)
  • Comfortable getting into the weeds with data, configurations, and systems
  • Excellent communicator who can build trust with senior finance stakeholders
  • Highly organized and able to manage multiple concurrent engagements under tight timelines
  • Autonomous, detail-oriented, and comfortable operating in ambiguity
  • Willingness to work in person at our office 4-5 days a week

Compensation

Salary range: $160,000 - $200,000, plus equity and comprehensive benefits.

Skills

Accounting FundamentalsGeneral LedgerGlReconciliationsChart Of AccountsCoaWorkflow ConfigurationData MigrationClient ImplementationsFinancial SystemsVendor OnboardingTransaction Mapping
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