Implementations Associate

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. 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.

Responsibilities

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; Ramp on Close, then go deeper. Start with close management implementations, then build toward our more technical surface areas. Cash is our most complex product, with transaction-matching rules, SFTP data feeds, and automation rate tuning; Automate the motion itself. Every implementation should make the next one faster: write Knowledge Base articles, build templates, and train AI agents to take repetitive work off the team's plate.

Requirements

2-5 years of accounting experience with real fluency in the monthly close and reconciliations; Public accounting backgrounds welcome, including straight out of Big 4; a year or more in-house at a high-growth company is a plus; We're looking for breadth across the close, not a single specialty; You learn software fast, you're precise with data, and 'it ties out' is a phrase that brings you joy; An implementation is a stressful moment for a customer. You make it feel handled; You explain configuration decisions in the customer's language and debug a mismatched reconciliation methodically; You operate with urgency, own your workstreams end to end, and know when to escalate

Nice to have

Hands-on experience with NetSuite, QuickBooks, or Xero; Prior implementation, onboarding, or accounting-systems work; CPA certification or actively pursuing; Experience with multi-entity or multi-currency accounting; Ability to write and run basic SQL queries