Numeric · 2 months ago
Sales Engineer
San Francisco
Full-time
Onsite
Mid, Senior Level
$145K/yr - $180K/yr
4+ years expNumeric is a modern financial data platform for accounting and finance, empowering teams to achieve detailed financial data faster. As a Sales Engineer, you will support the sales team by leading technical sales efforts, conducting tailored demos, and translating complex accounting needs into product solutions.
AccountingAnalyticsArtificial Intelligence (AI)FinTechSoftware
Responsibilities
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
Qualification
Required
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
Preferred
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
Company
Numeric
Numeric is an AI accounting software company that automates accounting workflows and improves financial data management for businesses.
51-200 employees
H1B Sponsorship
Numeric has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (22)
2023 (22)
2022 (17)
2021 (12)
2020 (16)
Funding
Current Stage
Growth StageTotal Funding
$89MKey Investors
IVPMenlo Ventures
2025-11-19Series B· $51M
2024-10-10Series A· $28M
2024-05-07Seed· $10M
Leadership Team
Parker Gilbert
Co-Founder, CEO
Recent News
MenloVentures
2025-12-30
alleywatch.com
2025-11-24
Company data provided by crunchbase