Engagement Lead, Future Platforms (Accounting)
- Location
- Austin, New York +1
- Workplace
- On-site
- Compensation
- $160k – $230k + equity
About this role
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
What happens next
Skip the application pile. I get you in front of the people who decide.
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
When the company wants to meet, I get the call on your calendar. You just show up.
Culture & values
Engineering-first culture
Team works closely with Engineering
Acts as bridge between customers and the engineering organization
Rapidly growing function with lean team structure
Organized by product vertical with SE Leads acting as hiring managers
Split into distinct tracks: Implementation and Product Expert with different ownership models
Product Expert SEs serve as go-to technical resource across entire product vertical
Team reflects engineering-first culture through driving product feedback and supporting complex integrations
Know someone who'd be great for this?