Engagement Manager, Future Platforms (Accounting) - Housing

About the role

As an Engagement Lead on the Future Platforms team, you will help found and scale a critical function at EliseAI: delivering our accounting platform from initial deployment through full operational adoption. You will own the accounting layer of complex engagements, serving as the primary driver of successful implementations across multiple clients at once. This means working directly with Controllers, CFOs, and accounting teams to scope workflows, configure systems, drive key decisions, and ensure a clean transition into live operations. This is a highly cross-functional, execution-heavy role at the intersection of accounting, product, and customer success. Because the platform is early and evolving quickly, you won't just execute implementations-you'll help define how they're done, building scalable systems and playbooks from the ground up. This role is ideal for someone who combines strong accounting intuition with a builder mindset, and wants to operate like a founder in a fast-scaling environment.

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 decisioning
• Partner with senior accounting stakeholders (Controllers, CFOs, Finance teams) to understand current-state workflows and define future-state processes
• Drive critical implementation decisions, such as:
• Bank account onboarding strategy
• Vendor onboarding and payment workflows
• Chart of accounts structure and usage
• Transaction and charge code design
• Translate ambiguous accounting needs into clear system configurations and requirements
• Own configuration and implementation
• Lead hands-on accounting setup, including:
• Chart of accounts (COA) configuration
• Vendor and entity setup
• Mapping of transactions and workflows
• Manage detailed back-and-forth with clients to gather, validate, and refine data inputs
• Ensure integrity and correctness of client-provided materials (e.g., validating GL structures, identifying inconsistencies, resolving gaps)
• Drive migration and post-launch success
• Ensure full readiness for data migration and system cutover
• Lead post-launch activities, including:
• Reconciliations and validation of financial data
• Stabilization of accounting workflows in the new system
• Kickstarting close processes and operational rhythms
• Act as the primary owner of 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 what "great" looks like for accounting implementations at scale
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Benefits

Additional Information

About EliseAI 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. The Future Platforms Team - Executing on EliseAI's Future Products The Future Platforms team is responsible for executing on the next generation of AI products and business lines. This team will blend go-to-market, product, operations, and strategy with a mandate to push the frontier of AI and own everything required to take them from idea to market leadership. Our goal is to take Elise from agentic AI to truly end-to-end autonomous operations, fundamentally transforming how housing operators run their businesses and how residents experience their homes. Future Platforms will operate as a startup within a startup, run like a Seed or Series A company but with the capital, resources, and market access of a well-funded Series E, deep C-suite involvement (CEO, CRO, CSO, CTO) and founder-level ownership from day one.

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