Description:
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:
- 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