Sales Engineer

About Numeric

Every business relies on accounting. Yet existing software in the space are from the early 2000s — clunky, slow, and haven’t kept up with advancements in AI.

At Numeric, we’re taking a first-principles re-think of how businesses manage their financial data. We’re incorporating AI, modern design practices, and database structures that are flexible, powerful, and built to integrate with the rest of company’s tech stack.

The market opportunity is massive. Our customers, including names like Plaid, WealthFront, and Brex, love the product. Best in class investors are excited (like Menlo Ventures & Founders Fund). And we’ve assembled a smart, creative, and ambitious team to get us to this point.

The Role

As a Sales Engineer, you will be the technical expert supporting our sales team, helping potential customers understand how Numeric can solve their most complex accounting challenges. You’ll work closely with finance leaders, translating their pain points into tailored solutions while driving revenue growth.

This role is ideal for someone who enjoys technical problem-solving, working directly with customers, and shaping the sales strategy of an AI-powered B2B SaaS platform.

This is a 100% in-person role based in our offices in San Francisco or New York City.

What You’ll Do

• Lead technical discovery – Partner with account executives to understand customer workflows, pain points, and technical requirements.

• Deliver high-impact demos – Customize and present compelling product demonstrations tailored to each prospect’s needs.

• Bridge sales and product – Capture customer feedback and work closely with engineering and product teams to inform roadmap priorities.

• Develop technical sales collateral – Build documentation, FAQs, and guides to accelerate the sales cycle and improve the buyer experience.

• Optimize the sales process – Identify and implement best practices to increase efficiency and deal velocity.

What You Bring

• 4+ years of experience in a Sales Engineer, Solutions Engineer, or Pre-Sales role at a B2B SaaS company.

• Technical proficiency – Strong understanding of APIs, integrations, and enterprise software. Experience with finance or accounting workflows is a plus.

• Strong customer-facing skills – Ability to translate complex technical concepts into clear, compelling business value.

• Problem-solving mindset – You take an analytical approach to breaking down challenges and crafting tailored solutions.

• Bias for action – You operate with urgency, iterate quickly, and thrive in fast-moving environments.

• Collaboration and adaptability – You work well with sales, product, and engineering teams to drive impact.

• Experience working with finance teams is a plus but not required—an eagerness to learn the space is essential.

Why Join Numeric?

• Work on meaningful problems – Help finance teams eliminate inefficiencies and unlock automation at scale.

• Career growth – Gain exposure to technical sales, product strategy, and finance workflows while working closely with leadership.

• Top-tier customers – Our platform is trusted by some of the most forward-thinking finance teams.

• Fast-moving, high-impact team – Operate with autonomy, iterate quickly, and influence the go-to-market strategy.

• Competitive compensation – Salary, equity, health coverage, retirement plans, and unlimited PTO.