Engagement Manager, AI Accounting Platform for Housing (NYC, On-site)

Lavendo partners with startups and high‑growth companies to help them hire top‑tier sales, GTM, and technical talent. This role is with one of our clients; we’ll share full details about the company and interview process as we get to know you and confirm mutual fit.

ABOUT THE COMPANY

Our client is a late-stage AI unicorn building agents that automate the day-to-day operations of the housing industry. Their products work inside the systems operators already use, taking manual work off teams' plates and making the experience better for both operators and residents. Backed by investors including Andreessen Horowitz and Bessemer Venture Partners, they recently closed a $350M raise and have more than doubled revenue as they scale.

THE MISSION

Housing is one of the industries that matters most, and much of its back office still runs on manual, disconnected work. This team is part of a new, top-priority product line that brings modern, AI-driven accounting and finance workflows to enterprise housing operators.

THE OPPORTUNITY

You'll be a forward-deployed accountant - part consultant, part implementation expert. You'll work directly with CFOs and finance teams at enterprise customers to scope, configure and launch financial automation workflows at startup speed. The product is new, so you'll help shape how deployments are run and build the playbook from scratch, with a ground-floor seat in a fast-growing new business line.

WHAT YOU'LL DO

- Manage customer engagements end-to-end, working directly with CFOs and finance teams to deploy accounting and ERP products

- Scope customer workflows and configure the accounting software to match their needs

- Own pre-sales and post-sales activities for accounting products - GL, AP, AR, payroll and payments

- Explain complex accounting and technical concepts to customers clearly

- Run several engagements at once with a lot of direct customer interaction

- Take ownership, move fast and build processes from scratch

WHAT YOU BRING

- 3-5 years of experience in ERP or accounting software implementation, or finance transformation consulting

- Hands-on implementation experience through go-live - for example in a Finance Transformation or ERP implementation group at a Big 4 firm or Accenture (NetSuite, Oracle, Workday or similar), or in an implementation, customer success or deployment role at an accounting or ERP software startup

- Strong grasp of back-office accounting - GL, reconciliations, month-end close, AP/AR, accruals

- Experience scoping customer requirements and configuring software to meet them

- Proven customer management skills, including communicating complex topics to senior finance stakeholders

- A degree in accounting or finance

- Based in the US or Canada and willing to work on-site in NYC 4-5 days per week (relocation and visa sponsorship available)

- Nice to have: CPA

KEY SUCCESS DRIVERS

- Builder mindset - you're comfortable without heavy structure and like creating process where none exists

- Hands-on - you enjoy doing the configuration work yourself, not just making recommendations

- Fluent in both accounting and software - you understand how the numbers work and how systems automate them

- Clear communicator - you can calm and guide a finance leader through a detailed, technical topic

- Coachable and fast-moving - you learn quickly, take feedback well and are happy to do whatever the engagement needs

- Track record of strong performance, such as top ratings or early promotions

WHY JOIN?

- Join a late-stage AI unicorn at a high-growth moment, with real upside

- $160K-$200K base salary plus competitive equity

- Ground-floor opportunity to build and own a modern accounting function inside the company's top-priority product line

- Work with a high-caliber team, backed by investors including Andreessen Horowitz and Bessemer Venture Partners

- Collaborative NYC office with an open floor plan, fully stocked kitchen and all meals covered

- 100% covered medical, dental and vision premiums, fully paid parental leave, 401k, commuter benefits, and a fitness and home services stipend

- Unlimited vacation and paid holidays

- Relocation packages, plus visa transfers and new sponsorship (including H1B and TN)

INTERVIEWING PROCESS

- Recruiter Screen - intro call on your background and goals

- Hiring Manager Interview - first conversation with the team lead

- Practical Assignment (90 min) - live case with prep time and a customer role-play

- Onsite - conversations with senior leaders

- Reference Check

- Offer

We are proud to be an equal opportunity workplace and consider all qualified applicants without regard to race, color, religion, national origin, age, sex, marital status, ancestry, disability, genetic information, veteran or military status, gender identity or expression, sexual orientation, or any other characteristic protected by law.