Numerated

Sales Engineer

Numerated • $100K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7+ years of experience in finance/accounting roles, including in-house operations and customer-facing positions
  • A passion for technical sales and a desire to develop skills as a Sales Engineer
  • Strong domain knowledge in accounting and finance, capable of engaging with finance executives
  • Effective presentation skills and enthusiasm for improving demo and POC abilities
  • Current residency in San Francisco or New York City

Responsibilities

  • Support and lead product demos, discovery sessions, and POC engagements with clients
  • Collaborate with Account Executives and senior SEs to devise strategies for success
  • Establish credibility with finance professionals through deep domain expertise
  • Accelerate ramp-up through structured training and collaboration with experienced SEs
  • Collect and analyze customer feedback to influence product development
  • Assist in the creation and maintenance of technical resources and demo environments
  • Leverage AI tools to enhance demo preparation and research efficiencies

Benefits

  • Flexible in-office schedule in New York or San Francisco
  • Structured enablement and opportunity for professional growth into a Senior Sales Engineer position
  • Collaborative team culture focused on accountability and innovation
  • Engagement with cutting-edge AI tools to streamline workflows
  • Opportunities to impact product strategy through customer insights
Full Job Description
About This Role

As an Associate Sales Engineer, you'll be a technical partner to our sales team, helping finance leaders understand how Numeric solves their most complex accounting challenges. The product is moving fast, customers are getting more sophisticated, and the SE role is at the center of every major win. We're looking for an Associate SE who brings real accounting and finance depth, wants to learn the craft of technical selling alongside our senior SEs, and is hungry to grow into owning the room with a CFO. This role comes with a clear path to Senior Sales Engineer.
What You'll Do
  • Support and increasingly lead demos, discovery sessions, and proof-of-concept (POC) engagements across mid-market and enterprise accounts
  • Partner closely with Account Executives and senior SEs to develop technical win strategies and move deals forward
  • Build credibility with finance stakeholders, including Controllers and VPs of Finance, by bringing real domain expertise to every conversation
  • Ramp quickly through structured enablement, shadowing, and live deal reps alongside senior SEs
  • Gather and synthesize customer feedback to inform product roadmap priorities, partnering with PMM and product
  • Help build and maintain demo environments, technical collateral, and enablement materials for the broader team
  • Use AI tools (Claude, MCP, and whatever comes next) to accelerate demo prep, research, and your own ramp
About You
  • 5-7+ years of total experience in the finance/accounting world, ideally a mix of in-house operations and customer-facing roles
  • You may have been an SE before, and/or have a real aptitude for and interest in becoming one
  • Strong accounting and finance domain knowledge, with the ability to speak credibly with Controllers and finance teams
  • Comfortable presenting to customers, and eager to sharpen your demo, discovery, and POC skills
  • Based in SF or NYC
Nice To Haves
  • Experience at a high-growth startup
  • CPA or formal accounting background
  • Familiarity with accounting close management or financial reporting workflows
How We Work

This role is in person in New York or San Francisco (in office by default but with flexibility to manage your schedule as you see fit).

We strongly believe we will only be successful if everyone on the team is anchored in our following set of core principles:
  • Brick by Brick: To win, our team needs to show up and execute in each domain every day.
  • Love the Game: We focus on the craft and a deep sense of giving a f*ck. We're building a company full of people who are equally engaged and motivated.
  • SALY: We refuse to accept "Same As Last Year." For too long, accounting and finance systems have reflected outdated processes instead of reimagining what's possible. We're driven by a first-principles approach to building better solutions.
  • Own the Outcome: We own our results. We typically hire builders and give them large mandates with high-trust. Engineers are responsible not just for code, but for ensuring the product is solving the end problems of the users.
  • Earn the right: We're impatient to deliver results. We relentlessly iterate, measure, and improve. Every day is an opportunity to beat our prior best, raising the bar for the value we deliver to customers. E Pluribus Unum-eric.

About Numerated

Numerated is a financial technology company that provides a digital lending platform for banks and credit unions. The platform uses artificial intelligence and machine learning algorithms to automate the lending process, from application to underwriting to funding. Numerated's solutions help financial institutions increase loan volume, reduce costs, and improve customer experience. The company was founded in 2017 and is headquartered in Boston, Massachusetts.
Learn more about Numerated
Size
50 employees
Industry
Founded
2017

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