Implementations Associate

About the role

Do you love accounting, but know your calling isn't closing books every month? Ever wish you could build the close process you always wished you'd inherited? Do you get energized by taking a customer from signed contract to fully live?

If any of that resonates, this role is for you.

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
• Runnin gtrainings
• Keeping the project moving until they're closing in the product

Responsibilities

You'll 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.

You'll 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.

You'll 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.

You'll 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.

You'll 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.

Your workstreams consistently hit their dates and contribute to fast customer time-to-value.

Your configurations you build are right the first time and hold up after go-live.

Your training impact: Customers you train actually use the product, and adoption signals show it.

Your project hygiene: Your accounts on the implementation dashboard are always current, and blockers surface early with clear root causes.

Your growth: You become a product and close-process expert quickly and earn a clear trajectory toward Implementations Manager.

Requirements

• Accounting Foundation: 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.
• Technical & Detail-Oriented: You learn software fast, you're precise with data, and "it ties out" is a phrase that brings you joy.
• Customer-Centric Mindset: An implementation is a stressful moment for a customer. You make it feel handled.
• Strong Communication & Problem-Solving: You explain configuration decisions in the customer's language and debug a mismatched reconciliation methodically.
• Bias for Action & Collaboration: You operate with urgency, own your workstreams end to end, and know when to escalate.

Nice to Haves (Not Required)

• 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