About the role
We are looking for an Engagement Lead with 6-8+ years of experience in accounting software implementation and customer management to deploy EliseAI's back-office accounting products to enterprise customers. You'll be a forward-deployed accountant—part consultant, part implementation expert—helping customers scope, configure, and launch financial automation workflows at startup speed.
What will you be doing?
- Managing customer engagements end-to-end, working directly with CFOs and finance teams to deploy accounting and ERP products
- Scoping customer workflows and configuring EliseAI's accounting software to match their needs
- Owning pre-sales and post-sales activities for accounting-specific products (GL, AP, AR, payroll, payments)
- Communicating complex accounting and technical concepts to customers clearly and effectively
- Operating at startup pace—taking ownership, moving fast, and building processes from scratch
Key Requirements
- Experience in ERP/accounting software implementation (e.g., Finance Transformation at Big 4, or at an accounting/ERP startup)
- Strong understanding of back-office accounting processes (GL, reconciliations, month-end close, AP/AR)
- Proven customer management skills—ability to communicate complex topics to senior finance stakeholders
- Builder mindset with ability to work at startup pace; not looking for someone who needs heavy structure
- Willingness to work on-site in NYC 4-5 days per week
About Elise AI
At EliseAI, we're improving the industries that matter most: housing and healthcare. Everyone needs a place to live and access to quality healthcare, yet both are often harder to secure than they should be.
By integrating AI agents deeply into existing workflows, we make them more efficient, reduce costs, and improve the experience for everyone.
- Housing: We simplify how renters tour apartments, sign leases, submit maintenance requests, and stay connected with their property team—bringing everything they need for their home into one place.
- Healthcare: We make it easy to schedule appointments, complete intake forms, and we help patients communicate with providers, so everyone can focus on health instead of paperwork.
With EliseAI, organizations reduce manual work, improve accessibility, and deliver a seamless experience across essential services. We recently raised a $250 million Series E round led by Andreessen Horowitz to accelerate this mission.
Required skills
Other roles at Elise AI
Engagement Manager, Future Platforms (Accounting)
New York, United StatesFull-timeEngagement Lead, Future Platforms | Housing
New York, United StatesFull-timeAccount Executive, Future Platforms | Housing
New York, Austin + 2 moreFull-timeSolutions Engineer, Implementation & Delivery
New York, Austin + 1 moreFull-timeSolutions Engineer (Product Expert) | Housing - Toronto
Toronto, CanadaFull-time
Refer someone
Know someone great for this role?
Share your link. If they get hired through Standout, you get $3,000.
Job details
Salary
$200,000 - $250,000
Location
New York, United States
Experience
6+ years
Company
Funding
Total raised
$391.9M
Last stage
Growth
Investors
Founders
Minna Song
Co-founder
Tony Stoyanov
Co-founder
What happens next.
No applications, no recruiter spam. Just the intro.
Confirm the fit
A few questions to make sure this role is the right shape for you. Two minutes.
I pitch you to the company
I write the intro, send it to the founder, and handle the back-and-forth.
A meeting lands on your calendar
If they’re a yes, I book the chat. You show up — that’s the whole job-hunt.