Why Numeric

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. Today, accountants are facing a growing, unsolved data problem as a consequence of complexity, data, and system fragmentation — and they lack the tools to solve it. The problems are real, hard, and increasingly urgent. But they’re solvable.

Enter Numeric — the modern financial data platform for accounting and finance. Weaving together data, workflows, and AI-first solutions, we’re empowering accounting teams to achieve verifiable, detailed financial data faster and make business decisions with greater confidence.

We have strong product market fit and a growing base of customers who love our product — including Anthropic, Plaid, Brex, Betterment, and many more. We’re backed by top-tier investors including Menlo Ventures, IVP, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies.

About the role

Do you love accounting, but know your calling isn’t closing books every month?

Ever wish you could build the tools you wish you had when you were in the trenches?

Do you get fired up about making life better for accountants because you’ve been one, or worked right beside them?

If any of that resonates, you're in the right place. This role is for someone who understands accounting and wants to shape its future by solving complex problems and designing thoughtful, scalable solutions that truly serve end users. Whether you've been an accountant or worked closely with one, you'll bring the empathy, insight, and drive to make their work better.

What you'll do

• Own an onboarding experience that delights our customer. You’ll work to usher our end-to-end onboarding experience and help to improve existing processes. You'll also help assess customers' unique workflows and needs and help them implement best practices on Numeric.

• Provide product advice. You’ll be a trusted advisor to our customers, going above and beyond to provide them with best practices, templates, and thoughtful advice. Ushering them through onboarding and successful activation on the Numeric platform. Ensure timely responses to support requests, helping train our AI support agents and engaging in live conversations as-needed.

• Promote Learning & Collaboration. Create and update customer resources like onboarding guides, videos, webinars, templates, and more.

• Help define the future of Numeric's products. You'll organize and share key customer feedback with our product and engineering team, helping inform our product strategy and roadmap.

• Contribute to a culture of rapid iteration and learning. You'll help us get product experiences in front of customers quickly, and you'll foster an environment of trust and open dialogue so we can learn and grow together.

• Scale your impact as we grow. As our product surface area grows, you'll help customers successfully adopt new functionality to improve their existing workflows.

What you'll bring

• Passion for Accounting & Finance: You should be eager to immerse yourself in the subject by living and breathing the future of accounting and how modern software can improve the lives of our customers. CPA or full-time accounting experience strongly preferred.

• Customer-Centric Approach: You’re passionate about understanding customer needs and crafting solutions that make their lives easier. Customer-facing experience is a plus, but what matters most is your drive and interest to engage directly with users.

• Strategic Systematic Thinking: Demonstrated ability to break down complex customer needs and product capabilities into coherent and scalable solutions.

• Problem-Solving Prowess: Proven expertise in deconstructing challenges and crafting efficient, effective resolutions that benefit both the customer and the product.

• Adaptability: A history of thriving in dynamic environments, quickly pivoting as needs evolve, and a bias towards action and iterative improvement.

Nice to Haves (Not Required):

• CPA (Certified Public Accountant)

• Background in treasury management or inventory accounting

• Hands-on experience with NetSuite. You understand its capabilities, limitations, and how finance teams rely on it

• Experience with multi-entity and/or multi-currency accounting

• Exposure to audit processes and internal control frameworks

• Hands-on experience with financial systems integrations or automation tools

• Ability to write and run basic SQL queries to support product or business analysis

How we work

This role is in person in San Francisco or New York (in office by default but with flexibility to manage your schedule as you see fit).

We strongly believe we will only be successful if everyone on the team is anchored in our following set of core principles:

• Brick by Brick: To win, our team needs to show up and execute in each domain every day.

• Love the Game: We focus on the craft and a deep sense of giving a f*ck. We’re building a company full of people who are equally engaged and motivated.

• SALY: We refuse to accept “Same As Last Year.” For too long, accounting and finance systems have reflected outdated processes instead of reimagining what’s possible. We’re driven by a first-principles approach to building better solutions.

• Own the Outcome: We own our results. We typically hire builders and give them large mandates with high-trust. Engineers are responsible not just for code, but for ensuring the product is solving the end problems of the users.

• Earn the right: We’re impatient to deliver results. We relentlessly iterate, measure, and improve. Every day is an opportunity to beat our prior best, raising the bar for the value we deliver to customers. E Pluribus Unum-eric.