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
🌍 Remote from anywhere in the globe
Workplace, Culture & Diversity
Corporate culture is essential to allow the organization to differentiate itself. In terms of image on the one hand, it has strengths both internally and externally to consumers. It is indeed a source of cohesion and motivation of employees and it limits conflicts. With customers, it conveys a positive image and can develop a feeling of closeness to the company or even become a criterion of choice.
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