Engagement Lead, Future Platforms | Housing

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 Decision-Making

• Partner with Controllers, CFOs, and finance teams to understand current-state workflows and define future-state processes.
• Drive implementation decisions involving bank account onboarding, vendor onboarding and payment workflows, chart of accounts structure and usage, and transaction and charge code design.
• Translate ambiguous accounting needs into clear system configurations and requirements.

Own Configuration and Implementation

• Lead chart of accounts configuration, vendor and entity setup, and transaction and workflow mapping.
• Gather, validate, and refine client data inputs.
• Validate general ledger structures, identify inconsistencies, and resolve gaps.

Drive Migration and Post-Launch Success

• Ensure readiness for data migration and system cutover.
• Lead post-launch reconciliations and financial data validation.
• Stabilize accounting workflows in the new system.
• Kickstart close processes and operational rhythms.
• Own 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 effective accounting implementations at scale.

Requirements

• 5–8 years of experience in management consulting, corporate strategy, product management, and/or founder/operator roles at high-growth startups.
• Background in accounting or finance, such as former Controller, Senior Accountant, accounting consultant, or accounting-focused operator; experience in a high-growth or technology-enabled environment is preferred.
• Experience managing complex, client-facing implementations or projects.
• Strong understanding of accounting fundamentals, including general ledger, reconciliations, close processes, and workflows.
• Comfortable working with data, configurations, and systems in detail.
• Excellent communication skills and ability to build trust with senior finance stakeholders.
• Highly organized, with the ability to manage multiple concurrent engagements under tight timelines.
• Autonomous, detail-oriented, and comfortable operating in ambiguity.
• Willingness to work in person at the office 4–5 days per week.

Compensation and Benefits

• Salary range: $160,000–$250,000.
• Competitive total rewards package including base salary, equity, and comprehensive benefits and perks.
• Equity in the company.
• Medical, dental, and vision premiums covered at 100%.
• Fully paid parental leave.
• Commuter benefits.
• 401(k) benefits.
• Fitness and home services stipend.
• Collaborative in-office environment with meals provided.
• Unlimited vacation and paid holidays.
• Relocation packages.