Sales Engineer

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 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.

• Do you love helping finance teams see what's possible with modern technology?

• Ever wish you could bridge the gap between complex accounting needs and cutting-edge solutions?

• Do you thrive in technical conversations where you're translating accounting pain points into product possibilities?

If the answer to those questions is an enthusiastic “yes!” this role is for you. As a Sales Engineer, you'll be the technical expert supporting our sales team, helping finance leaders understand how Numeric solves their most complex accounting challenges.

You will lead the technical sale on our most important opportunities, with a primary focus on complex NetSuite deals (though not exclusively NetSuite). Sales Engineers are typically involved from the first or second call through contract. You will partner closely with Account Executives (AEs), who own the broader sales motion and conduct baseline discovery. Your role is to deepen that discovery, guide the product narrative, handle technical objections, and earn credibility with controllers and operators.

• Lead tailored demos for high-value and enterprise accounts. Shape the strategic narrative and connect the prospect's needs to Numeric's value.

• Conduct deep discovery and translate complex accounting workflows into simple, compelling product stories that resonate with finance leaders. Uncover blockers in their current close process, staying focused on outcomes rather than features.

• Support AEs with technical strategy, objection handling, and stakeholder management. Handle objections with clarity, especially around ERPs, reconciliations, and data integrations. Run point on internal technical coordination to keep deals moving forward efficiently.

• Work closely with AEs and product marketing to understand our competitive landscape. Be able to answer questions like "How are you different from other tools on the market?" or "What's on your product roadmap?" Bring customer stories and real-world examples to showcase how teams drive value with Numeric.

• Collaborate cross-functionally to route field insights to Product, GTM, and Marketing teams.

• Create scalable demo assets, playbooks, and internal tools to grow the SE function.

• Accounting Foundation: 4+ years as an accountant with deep understanding of the close process, reconciliations, and financial workflows. CPA certification is a strong plus.

• Communication Mastery: You listen closely, think clearly, and translate complex technical concepts into compelling business value. You maintain engagement by prioritizing listening over speaking and adapting in real time.

• Technical Sales Excellence: Proven ability to lead complex B2B SaaS demos, partner effectively with Account Executives, and navigate enterprise sales cycles.

• Technical Proficiency: Strong understanding of ERPs (especially NetSuite), APIs, financial integrations, and exposure to close management tools.

• Builder Mindset: You're excited to help shape and scale the SE function from the ground up, creating playbooks and assets where none exist.

• Customer-Centric Approach: You focus on solving customer problems, not showcasing features.

• Big 4 accounting experience or SaaS finance operations background

• 2+ years in a customer-facing technical role (sales engineering, solutions consulting, implementation)

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

• Familiarity with financial systems integrations and automation tools

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

• Drive Deal Velocity and Quality: Move enterprise deals through the pipeline faster by removing technical blockers and building confidence with finance leaders.

• Elevate Demo Performance: Achieve a lift in conversion rates within by delivering compelling, tailored demos that resonate with prospects.

• Build Trust and Credibility: Earn consistently high engagement scores from AEs and leadership by showing up prepared, staying technically sharp, and adapting your approach based on prospect needs.

• Resolve Technical Concerns Quickly: Maintain a high resolution rate on technical blockers and integration questions. Respond to follow-ups swiftly to keep deals moving forward without friction.

• Strengthen the Sales Motion: Act as the voice of the prospect by leading AE trainings, delivering quarterly feedback to Product/GTM teams, and creating reusable assets that make the entire team more effective at closing deal.

This role is in person in San Francisco (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.