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

The role

You will manage customer engagements to deploy accounting and ERP products. You will work with CFOs and finance teams to scope and configure financial automation workflows.

What you will do

• Manage customer engagements end-to-end
• Scope customer workflows and configure accounting software
• Own pre-sales and post-sales activities for accounting products
• Explain complex accounting and technical concepts to customers
• Run several engagements at once with direct customer interaction
• Build processes from scratch

Required qualifications

• 3-5 years of experience in ERP or accounting software implementation, or finance transformation consulting
• Hands-on implementation experience through go-live
• 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
• A degree in accounting or finance
• Based in the US or Canada
• Willing to work on-site in NYC 4-5 days per week

Nice to have

• CPA

Benefits

• Competitive equity
• 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
• Fitness and home services stipend
• Unlimited vacation
• Paid holidays
• Relocation packages
• Visa transfers and new sponsorship (including H1B and TN)

Before you apply

• Relocation and visa sponsorship available
• Recruiter Screen
• Hiring Manager Interview
• Practical Assignment (90 min) - live case with prep time and a customer role-play
• Onsite conversations with senior leaders

About the company

Lavendo partners with startups and high-growth companies to help them hire top-tier sales, GTM, and technical talent. The client is a late-stage AI unicorn building agents that automate the day-to-day operations of the housing industry.