Engagement Lead, Future Platforms (Accounting) | Housing

EliseAI; New York (NY); On-site; USD 160,000 - 250,000; Full time

Benefits offered by this job

Equity

Medical/Dental/Vision coverage

Parental leave

Commuter benefits

401k

Wellness stipend

In-office meals

Unlimited vacation

Relocation assistance

Job summary

EliseAI is seeking an Engagement Lead on the Future Platforms team to build and scale our accounting platform from deployment to full operational adoption. You will partner with Controllers, CFOs, and accounting teams to define workflows, configure systems, and drive decisions for multi-client engagements.

The role combines accounting expertise with product and customer success to shape scalable processes, tooling, and playbooks in a founder‑like environment at a Series E scale company.

Qualifications

• 5-8 years of experience in management consulting, corporate strategy, product management, and/or founder/operator roles.
• Strong accounting fundamentals (GL, reconciliations, close) and finance experience preferred.
• Experience managing complex, client-facing implementations or projects.
• Autonomous, detail-oriented, and able to operate in ambiguity.

Responsibilities

• Own accounting engagement success end-to-end.
• Lead accounting discovery, scoping, and decisioning.
• Own configuration and implementation.
• Drive migration and post-launch success.
• Enable adoption and training for end users.
• Build scalable systems and playbooks to standardize processes.

Skills

Management consulting

Corporate strategy

Product management

Founder/operator background

Accounting knowledge

Client-facing

Job description

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.

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.

We’re scaling fast, solving real client problems with precision and ambition. Here, you own your impact; full autonomy, no micromanagement, no fluff.

We hire the best, expect the best, and give you the masterclass of your career. It’s hard, it’s intense, and it’s the most rewarding work you’ll ever do. If you’re hungry, driven, and ready to build something massive, climb aboard.

Requirements

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

• 5-8 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‑enabled environment
• Experience managing complex, client‑facing implementations or projects
• Strong understanding of accounting fundamentals (GL, reconciliations, close process, workflows)
• Comfortable getting into the weeds with data, configurations, and systems
• Excellent communicator who can build trust with senior finance stakeholders
• Highly organized and able to manage multiple concurrent engagements under tight timelines
• Autonomous, detail‑oriented, and comfortable operating in ambiguity
• Willingness to work in person at our office 4-5 days a week

Why Join

Growth and impact. It’s not often that you can get in on the ground floor of a funded (unicorn!) startup that’s scaling so fast. That means that instead of following a playbook, you’ll be writing it. Every single day you will be challenged to identify how we can scale and execute on it. You’ll learn what works when you succeed and what doesn’t when you fail. Either way, the rest of the team will be here to support you.

Benefits

• Equity in the company
• Medical, Dental and Vision premiums covered at 100%
• Fully paid parental leave
• Commuter benefits
• 401k benefits
• Fitness & home services stipend to cover part of your expenses so you can focus on what matters
• A collaborative in-office environment with an open floor plan, fully stocked kitchen, and all meals covered in the office
• Unlimited vacation and paid holidays
• We’ll cover relocation packages and make the move exciting, not painful!

Job Compensation Range

The salary range for this role is $160,000 - $250,000. EliseAI offers a competitive total rewards package which includes base salary, equity, and a comprehensive benefits & perks package. Exact compensation is determined based on a number of factors including experience, skill level, location and qualifications which are assessed during the interview process. Additional details about total compensation and benefits will be provided by our Recruiting Team during the hiring process.

EliseAI provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Please note that employment with EliseAI is on an "at-will" basis, which means that either the employee or the company may terminate the employment relationship at any time, with or without cause or notice.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

If you need assistance and/or a reasonable accommodation in the application or recruiting process due to a disability, please contact us at [e-mail]