We are looking for an Engagement Lead with 5+ 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

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.

Engagement Lead, Future Platforms (Accounting)

About the role

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