6+ years of experience, including 3+ years as a customer-facing Sales Engineer at an ERP or FP&A platform (e.g., NetSuite, Workday, or Pigment)
Strong expertise in accounting and finance, allowing meaningful conversations with CFOs and Controllers
Demonstrated ability to independently lead complex enterprise demos, POCs, and discovery sessions
Based in San Francisco
Nice to have: Former finance professional who transitioned into sales
Responsibilities
Lead complex enterprise demos, discovery sessions, and proof-of-concept engagements across mid-market and enterprise accounts
Partner with Account Executives to create technical win strategies and advance sales deals
Build credibility as a trusted domain expert with senior finance stakeholders like CFOs and Controllers
Mentor and coach fellow Sales Engineers on accounting knowledge and technical selling skills
Gather customer feedback to inform product roadmap and collaborate with PMM and product teams
Develop and maintain demo environments, technical materials, and enablement resources for the sales team
Benefits
Flexible in-office schedule management
Opportunity to shape sales playbooks in a rapidly evolving product environment
Chance to work closely with executive-level finance professionals
Exposure to technical selling in a cutting-edge AI and ERP solution environment
Significant influence on the future of the product roadmap through customer insights
Full Job Description
About This Role As a Sales Engineer, you'll be the technical expert supporting 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 a Senior SE who has operated at the highest level of technical selling, someone who can walk into a room with a CFO and own it, build the playbooks our team runs on, and help shape what world-class presales looks like at a company on the rise.
What you'll do
Lead complex enterprise demos, discovery sessions, and proof-of-concept engagements independently across mid-market and enterprise accounts
Partner closely with Account Executives to develop technical win strategies and drive deals forward
Build deep credibility with senior finance stakeholders including CFOs, Controllers, and VPs of Finance as a trusted domain expert
Mentor and coach other SEs on accounting domain knowledge and the craft of technical selling
Gather and synthesize customer feedback to inform product roadmap priorities. Partner closely with PMM and product to shape the future of the platform
Develop and maintain reusable demo environments, technical collateral, and enablement materials for the broader team
About You
6+ years of total experience with 3+ years as a customer-facing SE at an ERP or FP&A platform (e.g., NetSuite, Workday, or Pigment)
Deep accounting and finance domain expertise with the ability to credibly converse with CFOs and Controllers from day one
Proven track record independently running complex enterprise demos, POCs, and discovery
Based in SF
Nice To Haves
Former accountant, auditor, or finance professional who crossed over into sales - you speak the buyer's language because it was once your language too
Has sold into a category-defining platform moment - where the product was still evolving and you helped shape how it was sold, not just sold what was handed to you
Experience co-selling with SE teams on technical or AI-heavy demos
You've opened a segment the company had never entered, closed a deal no one thought was winnable, or defined the ICP before anyone else had tried
How We Work
This role is in person in San Francisco (in office by default but with flexibility to manage your schedule as you see fit).
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.
