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Numeric is a modern financial data platform for accounting and finance, combining data, workflows, and AI-first solutions to help accounting teams achieve verifiable financial data faster. The company has strong product-market fit with customers including Anthropic, Plaid, Brex, and Betterment, and is backed by top-tier investors including Menlo Ventures, IVP, and Founders Fund.
As an Associate Sales Engineer, you will be a technical partner to the sales team, helping finance leaders understand how Numeric solves complex accounting challenges. You will support and increasingly lead demos, discovery sessions, and proof-of-concept engagements across mid-market and enterprise accounts. Working closely with Account Executives and senior SEs, you'll develop technical win strategies and move deals forward while building credibility with finance stakeholders including Controllers and VPs of Finance.
Key responsibilities include ramping quickly through structured enablement and shadowing alongside senior SEs, gathering and synthesizing customer feedback to inform product roadmap priorities in partnership with PMM and product teams, and helping build and maintain demo environments, technical collateral, and enablement materials. You'll leverage AI tools like Claude and MCP to accelerate demo prep, research, and your own ramp. This role comes with a clear path to Senior Sales Engineer.
The role is in-person in New York or San Francisco with flexibility to manage your schedule. Numeric operates on core principles including execution (Brick by Brick), deep engagement (Love the Game), first-principles thinking (SALY), ownership (Own the Outcome), and continuous improvement (Earn the right).
REQUIREMENTS:
- 5-7+ years of total experience in the finance/accounting world, ideally a mix of in-house operations and customer-facing roles
- Strong accounting and finance domain knowledge with ability to speak credibly with Controllers and finance teams
- Comfortable presenting to customers and eager to sharpen demo, discovery, and POC skills
- Based in SF or NYC
NICE TO HAVES:
- Prior sales engineer experience
- High-growth startup experience
- CPA or formal accounting background
- Familiarity with accounting close management or financial reporting workflows
