Engagement Manager, Future Platforms | Housing

Job Overview

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.

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.

Key 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


• Move at rocket speed, build something massive.

Requirements

We’re looking for someone who blends accounting expertise with strong execution and ownership:

• 3–5 years of experience in management consulting, corporate strategy, product management, and/or founder/operator roles at high-growth startups


• Background in accounting or finance (e.g., former Controller, Senior Accountant, accounting consultant, or accounting-focused operator), ideally in a high-growth or tech-e