Numeric
Implementations Associate
San Francisco
Sponsorship not specifiedDetected 1 day ago
SQLAgentic AISalesAccountingQuickBooksERPCommunicationCollaborationProblem SolvingNetSuite
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odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
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About the role
- Do you love accounting, but know your calling isn't closing books every month?
- Do you get energized by taking a customer from signed contract to fully live?
- If any of that resonates, this role is for you.
Responsibilities
- Configure customer workspaces, AI-first. Build close checklists, reconciliation setups, flux analyses, and reporting mapped to each customer's actual close, using AI-assisted configuration to do in hours what used to take days.
- Connect and validate data. Set up ERP integrations (especially NetSuite) and sub-ledger connections, troubleshoot integration issues such as token and permissioning errors, and validate that everything ties out before the customer sees it.
- Deliver onboarding sessions and live reconciliation walkthroughs that take an accounting team from skeptical to fluent, including getting them comfortable with Numeric's AI features, not just the buttons.
- Manage your workstreams like projects. Keep the implementation dashboard up to date, chase customer homework, manage expectations around timelines, and escalate product blockers to Engineering and Product with clear context.
- Ramp on Close, then go deeper. Start with close management implementations, then build toward our more technical surface areas. Cash is our most complex product, with transaction-matching rules, SFTP data feeds, and automation rate tuning.
- Automate the motion itself. Every implementation should make the next one faster: write Knowledge Base articles, build templates, and train AI agents to take repetitive work off the team's plate.
- Bias for Action & Collaboration: You operate with urgency, own your workstreams end to end, and know when to escalate.
- Build close checklists, reconciliation setups, flux analyses, and reporting mapped to each customer's actual close, using AI-assisted configuration to do in hours what used to take days.
Requirements
- Accounting Foundation: 2-5 years of accounting experience with real fluency in the monthly close and reconciliations.
- Hands-on experience with NetSuite, QuickBooks, or Xero
- Experience with multi-entity or multi-currency accounting
Nice to have
- structured projects, technical configuration, and real project management.
- We're also one of the most AI-forward post-sales teams in SaaS:
- a year or more in-house at a high-growth company is a plus.
Skills
- Every business relies on accounting.
- Yet most software in the space was built in the early 2000s - clunky, slow, and far behind the curve on AI.
- The problems are real, hard, and increasingly urgent.
- But they're solvable.
- Enter Numeric - the modern financial data platform for accounting and finance.
Company info
- We have strong product market fit and a growing base of customers who love our product - including Anthropic, OpenAI, Plaid, Brex, and many more.
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This listing is sourced directly from Numeric's careers page and normalized into a canonical job model.