Product Specialist

About Numeric

Every business relies on accounting. Yet existing software in the space are from the early 2000s — clunky, slow, and haven’t kept up with advancements in AI.

At Numeric, we’re taking a first-principles re-think of how businesses manage their financial data. We’re incorporating AI, modern design practices, and database structures that are flexible, powerful, and built to integrate with the rest of company’s tech stack.

The market opportunity is massive. Our customers, including names like Plaid, WealthFront, and Brex, love the product. Best in class investors are excited (like Menlo Ventures & Founders Fund). And we’ve assembled a smart, creative, and ambitious team to get us to this point.

The Role

We’re looking for a Product Specialist to help customers unlock the full potential of Numeric. This role sits at the intersection of customer success (what we call Solutions), product, and operations, making it perfect for someone who thrives on solving complex problems, optimizing workflows, and scaling impact. You are driven by curiosity and a deep desire to master every aspect of the product. You believe there is always more to learn and continuously seek ways to refine your expertise.

This is a 100% in-person role based in our offices in San Francisco or New York City.

What You’ll Do

• Become a product expert – Provide hands-on guidance, troubleshoot issues, and offer tailored solutions to drive adoption.
• Bridge customer feedback & product – Capture insights from users and translate them into actionable product improvements.
• Scale knowledge & training – Build resources (guides, templates, FAQs) to streamline customer success.
• Optimize internal processes – Identify inefficiencies and drive improvements as Numeric scales.
  
  

This role has high growth potential as over time, you can expand into Solutions, Product, or Operations, with a clear path to Solutions Manager and beyond.

What You Bring

• 2-3 years of experience in accounting, finance, consulting, or at a high-growth SaaS startup.
• Interest in accounting & finance – You don’t need to be an expert, but you’re eager to learn.
• Structured problem-solver – You break down ambiguity into clear, actionable steps.
• Strong communicator – You explain complex ideas with clarity.
• Bias for action – You operate with urgency, iterate quickly, and prioritize impact.
• Adaptability – You’re comfortable in fast-moving, evolving environments.
• Ownership mentality – You take initiative, solve problems proactively, and continuously improve processes.
  
  

Why Join Numeric?

• Top-tier customers – We’re building for the best, and they love our product.
• Career acceleration – Gain deep expertise in SaaS customer success & product operations while working closely with experienced mentors.
• Fast-moving, high-impact team – Work autonomously, iterate rapidly, and directly influence our product roadmap.
• Competitive comp & benefits – Salary, equity, health coverage, retirement plans, and unlimited PTO.
  
  

If you’re excited about shaping the future of finance and working with a team that moves fast, we’d love to hear from you.

Compensation Range: $100K - $130K