Engagement Lead, Future Platforms (Accounting)

Company: Confidential - Late-stage AI company in housing and healthcare
Location: New York, NY (in office 4-5 days per week)
Compensation: $160,000 - $230,000 + competitive equity
Employment Type: Full-time
Visa Sponsorship: Visa transfers and new sponsorship (H-1B, TN)

About the Company

A late-stage AI company integrating AI agents into housing and healthcare workflows, from leasing and maintenance to scheduling and intake.

The Role

Our client is hiring Engagement Leads (5+ years in accounting software implementation and customer management) to deploy its back-office accounting products to enterprise customers. You will be a forward-deployed accountant, part consultant and part implementation expert, helping customers scope, configure and launch financial automation at startup speed.

What You Will Do

• Manage customer engagements end to end with CFOs and finance teams deploying accounting and ERP products.
• Scope customer workflows and configure the company's accounting software to fit.
• Own pre-sales and post-sales work for accounting products (GL, AP, AR, payroll, payments).
• Explain complex accounting and technical concepts clearly to customers.
• Move fast, take ownership and build processes from scratch.

What You Bring

• 5+ years of ERP or accounting software implementation (for example, Finance Transformation at a Big 4 firm, or at an accounting/ERP startup)
• Strong understanding of back-office accounting: GL, reconciliations, month-end close, AP/AR
• Proven customer management with senior finance stakeholders
• A builder mindset that does not need heavy structure
• Willingness to work on-site in NYC 4-5 days a week

Tech Stack

ERP systems, accounting software, general ledger systems, NetSuite, Oracle, Salesforce