Numeric

Sales Engineer

• Lead complex enterprise demos, discovery sessions, statements of work, and proof-of-concept engagements independently across mid-market and enterprise accounts
• Partner with Account Executives to develop technical win strategies and drive deals forward
• Build credibility with senior finance stakeholders, including CFOs, Controllers, and VPs of Finance
• Mentor and coach other Sales Engineers on accounting domain knowledge and technical selling
• Gather and synthesize customer feedback to inform product roadmap priorities
• Partner with PMM and product to shape the future of the platform
• Develop and maintain reusable demo environments, technical collateral, and enablement materials
• Use AI tools such as Claude and MCP to scale demos, research, and deal preparation
• Help the broader team use AI tools effectively

Senior Sales Engineer

Customer Success Manager

• Run the scaled Customer Success motion across the long-tail customer book
• Own digital touchpoints, adoption campaigns, webinars, and office hours
• Build AI agents that automate repeatable customer outreach
• Monitor customer health and instrument usage and adoption signals
• Build automated risk alerts and flag struggling customers to Customer Success Managers
• Support QBRs by using AI to pull usage data and draft adoption stories
• Create help articles, videos, and templates
• Train support and Customer Success agents on enablement content
• Drive adoption of newly launched products and coach customers on Numeric’s AI features
• Document customer requests and route actionable feedback to Product
• Ensure proactive customer touchpoints, early risk detection, product adoption, and reduced inbound volume

Customer Success Associate

• Own a book of Numeric customers and be accountable for adoption, value, renewal, and gross retention
• Know each account’s health state and maintain a plan for each account
• Use AI agents for health signals, meeting preparation, and follow-ups
• Lead QBRs connecting Numeric to CFO-relevant outcomes
• Build multi-threaded relationships from staff accountant to CAO
• Create referenceable customers and drive case studies
• Build early-warning signals, identify at-risk accounts, and run save plays
• Define product adoption and coach controllers on AI-first close workflows
• Connect customer agents to their financials in Numeric
• Surface expansion signals to Sales and route specific product feedback to Product
• Communicate roadmap updates to customers
• Produce success plans, business reviews, relationship maps, champions, references, and case studies

Associate

• Configure customer workspaces, close checklists, reconciliation setups, flux analyses, and reporting using AI-assisted configuration
• Set up ERP integrations, especially NetSuite, and sub-ledger connections
• Troubleshoot token, permissioning, and other integration issues
• Validate data and ensure configurations tie out before customer use
• Deliver onboarding sessions and live reconciliation walkthroughs, including Numeric AI features
• Occasionally conduct training in person at customer offices
• Maintain implementation dashboards and manage customer timelines and homework
• Escalate product blockers to Engineering and Product with clear context
• Progress from close management implementations into more technical areas, including cash transaction matching, SFTP data feeds, and automation-rate tuning
• Create Knowledge Base articles, templates, and AI-agent training to automate implementation work
• Work alongside Implementations Managers and contribute to customer outcomes

Implementations Associate

Business Development Rep

• Open doors for the sales team and create strong conversations with potential clients
• Capture attention through cold calling, hyper-personalized email, and LinkedIn messages
• Manage creative outreach campaigns for qualified accounts
• Experiment with messaging and outreach strategies to improve results
• Own customer conversations for free-product users and a subset of demos
• Nurture potential clients through event invitations and company updates
• Collaborate with marketing, growth, sales, and partnerships teams
• Own a 10% project that advances the company and develops skills for future roles

Business Development Representative

Customer Support

• Own the customer support queue and its resolution outcomes
• Triage, diagnose, and increasingly resolve customer issues end to end
• Reproduce problems in a sandbox, query data, read logs, and trace ERP integration failures
• Use AI coding agents to take well-understood issues from ticket to merged pull request, with engineering review
• Route issues to Product and Engineering with evidence and identify recurring themes
• Monitor customer accounts, renewals, and potential account risks for AM or CSM escalation
• Run incidents, including timelines, customer communications, engineering coordination, and close-out
• Build monitoring and early-warning signals
• Convert incidents into permanent fixes, product changes, monitors, or processes
• Design scalable support systems, including AI agents, knowledge bases, diagnostic tooling, and product changes
• Define severity and escalation standards and own reported support metrics
• Help new support hires become productive
• Participate in the medic rotation as first line for the full queue

Customer Support Associate

• Independently lead demos, discovery sessions, and proof-of-concept engagements across mid-market and select enterprise accounts
• Partner with Account Executives to develop technical win strategies and drive deals forward
• Build credibility with senior finance stakeholders, including CFOs, Controllers, and FDs of Finance, as a trusted domain expert
• Gather and synthesize customer feedback to inform product roadmap priorities
• Partner with PMM and product to shape the future of the platform
• Develop and maintain reusable demo environments, technical collateral, and enablement materials for the broader team

Engineering Manager

• Manage and grow a team of engineers in San Francisco
• Lead engineering teams building ingestion, transformation, and lineage infrastructure for traceable financial data
• Own delivery of flexible financial reporting, composition, and drill-down experiences
• Guide development of accounting automation that structures messy financial data and automates manual work
• Lead development of complex accounting workflows with dependency management, automation, AI-native experiences, and user-focused product design
• Develop people, build trust on teams, and make decisions about people and priorities
• Stay involved in system design, code reviews, and architecture decisions
• Help build the engineering management function, including processes, rituals, and standards
• Protect and amplify high-quality individual-contributor work and ensure teams solve user problems

• Independently lead demos, discovery sessions, and proof-of-concept engagements across mid-market and select enterprise accounts
• Partner closely with Account Executives to develop technical win strategies and drive deals forward
• Build credibility with senior finance stakeholders, including CFOs, Controllers, and FDs of Finance, as a trusted domain expert
• Gather and synthesize customer feedback to inform product roadmap priorities
• Partner closely with PMM and product to shape the future of the platform
• Develop and maintain reusable demo environments, technical collateral, and enablement materials for the broader team

• Open doors for the sales team and initiate strong conversations with potential clients
• Capture attention through cold calling, hyper-personalized email, and LinkedIn messages
• Manage creative account campaigns and experiment with outreach messaging and channels
• Own customer conversations for free-product users and a subset of demos
• Nurture potential clients through event invitations and company updates
• Collaborate with marketing, growth, sales, and partnerships teams
• Own a 10% project outside the core role to help propel the company forward
• Develop toward a full-cycle sales, marketing, or other career path at Numeric

Senior Sales Engineer

Customer Success Associate

Customer Success Manager

Implementations Associate

Business Development Representative

Customer Support Associate

Sales Engineer

Engineering Manager

Sales Engineer

Business Development Representative – UK