Why Numeric

Every business runs on accounting, but the systems underneath it were built for a different era. Today’s ERPs don’t store a company’s financial data. They store a diluted copy of it. Every contract, lease, and invoice gets flattened into a journal entry, and the context that made it meaningful is thrown away. That’s why accounting teams spend every month re-checking numbers, stitching together spreadsheets, and waiting on engineering, and why AI struggles to do real accounting work. Accounting doesn’t have a reporting problem. It has a data problem.

Enter Numeric: the data platform finance teams run on. We started with the month-end close, where the data problem hurts most, and hundreds of finance teams now run their close on Numeric. That work led us to rebuild the system of record itself. In September 2026 we launched the Financial Data Platform (FDP), a platform built for the agent era. Instead of a journal entry, the real business object enters the system and the accounting is derived from it. Every number is traceable to its source, reporting works on any dimension, and accountants and AI agents finally have enough context to work together. While others bolted AI features onto the old data model, we built a new one.

We have a growing base of customers who love our product, including Anthropic, Plaid, Brex, Betterment, Wealthfront, and Asana. We’ve raised $89M from top-tier investors including IVP, Menlo Ventures, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies. We’re in-person, with teams in New York, San Francisco, and London, and we just shipped the product that will define our next decade. There’s never been a better time to join.

About the role

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

Ever wish you could build the close process you always wished you'd inherited?

Do you get energized by taking a customer from signed contract to fully live?

If any of that resonates, this role is for you. As an Implementations Associate, you'll do the hands-on work that gets new customers live on Numeric: configuring their workspace around how they actually close, connecting their ERP and subledgers, running trainings, and keeping the project moving until they're closing in the product.

Implementation is the ops-and-process side of our post-sales team: structured projects, technical configuration, and real project management. This is the entry point to that team, built for an accountant who wants to move from closing the books to building the systems that close them. You'll work alongside Implementations Managers who own projects end-to-end, with a clear path to becoming an Implementations Manager.

You'll be joining a team of reformed accountants, alumni of EY, PwC, KPMG, and Deloitte, plus in-house teams at companies like Brex, Meta, and WHOOP, who decided building the future of the close beat running one. We're also one of the most AI-forward post-sales teams in SaaS: we build our own AI agents and internal tooling rather than waiting for someone to build it for us.

What You'll Do

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.

Run trainings that stick. 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. Occasionally in person at the customer's office.

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.