Revenue Operations & Strategy Lead

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.

We’re looking for a Revenue Operations & Strategy Lead to partner closely with Sales, Marketing, Customer Success, and Finance to accelerate our go-to-market engine. This role sits at the intersection of data, systems, process design, and revenue strategy, by owning the insights, driving outcomes, and managing our operating rhythm to enable us to scale.

This is a high-impact role for someone who thrives in a fast-moving environment, is comfortable with ambiguity, and is excited to build.

• Align with a primary GTM leader (marketing, sales, customer success) and their team (and likely rotate through different functions if interested)

• Help build out the data foundation aligned to the customer journey, insights dashboard, and weekly/monthly/quarterly operating cadence

• Identify and then take action on our biggest GTM challenges and areas of opportunity. Example projects may resemble:

  • BDR meeting conversion rate dropped? Analyze the data, listen to calls, talk to reps, find out why, propose and execute a solution

  • AEs struggling with negotiation? Build the scenario in our AI sales simulator and roll it out to the team

  • Missing visibility into important product health metrics? Work with the engineering and data teams to capture and join it into our data tables, then build it out in our customer health dashboard

• Work cross-functionally to make sure teams have the right fact base and assumptions on Numeric’s revenue performance

We’re looking for 3 main things:

1. Smart, structured problem solver.

   • Must be able to run an end-to-end problem solving cycle independently: define, structure, prioritize, gather data, analyze, synthesize

   • Think in terms of bets and probability distributions (e.g. how much revenue will we win next month; what is the likelihood we increase win rates in a specific segment this quarter)

   • Ability to quickly get up to speed on new concepts and how to think about them. (e.g. how should we structure variable compensation for a new role)

   • Previous analytical experience required. Management consulting, finance, engineering, applied math backgrounds have all succeeded in similar roles on my past teams. Past GTM operators have also done extremely well.

2. Ability to influence at all levels from founders and executives to recent college graduates

   • You will be expected to defend your diagnosis of the problem, make recommendations, and drive change at all levels of the organization

   • You will need to be able to effectively communicate with colleagues, customers, prospects, and partners

3. Deep interest in driving the revenue growth of Numeric and the success of our customers

   • Happy customers are the lifeblood of any startup. We have many hundreds today. The goal is to get to many thousands next year.

Strong candidates likely have 5+ years of work experience. Prior experience in B2B GTM is a must. Candidates are expected to be proficient in excel/gsheets modeling and experience with SQL is a plus. We’re looking for someone who has the capability to eventually build their own team.

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. Even in support roles, you're responsible for customer outcomes, not just task completion.

• 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.