Engagement Manager, Future Platforms (Accounting)

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Role Details

Role: Engagement Manager, Future Platforms (Accounting)

Company: US-based AI SaaS company

Location: New York City, NY

Employment Type: Full-time

Work Arrangement: Onsite, 4–5 days per week

Salary: $160,000–$200,000

Equity: Available

Experience: 3–5 years in accounting software implementation, ERP deployment, or finance transformation

Visa Sponsorship: Available

Relocation: Support available

Tech Stack: ERP Systems, Accounting Software, General Ledger Systems, NetSuite, Oracle, Salesforce

About the Company

An AI technology company developing automation solutions for the housing and healthcare sectors. The company is expanding its financial software capabilities to automate accounting workflows and modernise back-office operations.

About the Role

The company is looking for an Engagement Manager to lead accounting software implementations for enterprise customers. Combining accounting expertise, technical implementation, and customer management, this role involves scoping requirements, configuring ERP systems, and deploying financial automation workflows.

Responsibilities

• Manage customer engagements from requirements gathering through implementation and launch.

• Work directly with CFOs and finance teams to understand accounting workflows.

• Scope customer requirements and configure accounting and ERP software accordingly.

• Implement financial workflows covering general ledger, accounts payable and receivable, reconciliations, and payments.

• Support pre-sales and post-sales activities for accounting products.

• Explain complex accounting and technical concepts to customer stakeholders.

• Build implementation processes and deliver projects in a fast-paced startup environment.

Requirements

• 3–5 years of experience in ERP/accounting software implementation or finance transformation consulting.

• Experience at a Big Four firm, consulting company, or accounting/ERP software startup.

• Strong understanding of general ledger, accounts payable/receivable, reconciliations, accruals, and month-end close.

• Experience configuring software to meet customer requirements.

• Strong customer-facing skills and confidence working with senior finance stakeholders.

• Accounting or finance degree.

Benefits

• $160K–$200K base salary plus equity.

• Full medical, dental, and vision coverage.

• Fully paid parental leave, 401(k), commuter benefits, and unlimited PTO.

• Relocation support and visa sponsorship.

Interview Process

• Recruiter screening

• Live case study

• Onsite behavioural interviews

• Offer and hiring