Sales Engineer at Numeric

San Francisco, California, United States

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$110,000 – $200,000Compensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, SaaS, AccountingIndustries

Requirements

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 – Analytical approach to breaking down challenges and crafting tailored solutions
Bias for action – Operate with urgency, iterate quickly, and thrive in fast-moving environments
Collaboration and adaptability – 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

Responsibilities

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

Skills

Sales Engineering

Product Demos

Technical Discovery

Accounting Workflows

Customer Pain Points

SaaS

Sales Collateral

Technical Sales

Finance Systems

Numeric

Financial close management solutions for enterprises

About Numeric

Numeric.io provides financial close management solutions designed to streamline the month-end close process for large enterprises. The platform integrates features for closing, reconciling, and analyzing financial data, enhancing collaboration and control over financial processes. It automates complex tasks to ensure financial controls are maintained, helping companies remain audit-ready. Numeric.io operates on a Software-as-a-Service (SaaS) model, where clients subscribe for access to its features, allowing for continuous updates and support. This approach enables Numeric.io to cater to both mid-sized and large corporations with tailored solutions for their financial close needs. The company's goal is to transform how businesses manage their financial close processes, making them faster, more accurate, and efficient.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$40.4MTotal Funding

SERIES_ACompany Stage

Enterprise Software, FintechIndustries

1-10Employees

Benefits

Remote Work Options

Flexible Work Hours

Risks

Competition from established firms like BlackLine and FloQast may impact Numeric's market share.

Rapid AI advancements require continuous innovation, potentially straining Numeric's resources.

Data privacy concerns and regulatory scrutiny could pose compliance challenges for Numeric.

Differentiation

Numeric offers a unified platform for financial close management, enhancing efficiency and accuracy.

The company targets large enterprises and IPO-preparing firms, providing tailored financial solutions.

Numeric's SaaS model ensures continuous updates and support, maintaining client satisfaction and loyalty.

Upsides

Numeric raised $28M in Series A funding, boosting its growth and development potential.

Strategic partnership with Riveron enhances Numeric's AI-driven financial management solutions for CFOs.

Growing demand for AI-driven financial solutions supports Numeric's market expansion and innovation.

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