Implementations Associate

The role

You will configure customer workspaces, connect ERP and subledger data, and run training sessions. You will manage implementation workstreams and automate repetitive tasks using AI and internal tooling.

What you will do

• Configure customer workspaces including close checklists, reconciliation setups, flux analyses, and reporting.
• Set up ERP integrations and sub-ledger connections.
• Troubleshoot integration issues such as token and permissioning errors.
• Validate that data ties out.
• Deliver onboarding sessions and live reconciliation walkthroughs.
• Manage implementation dashboards and customer homework.
• Manage expectations around timelines.
• Escalate product blockers to Engineering and Product.
• Write Knowledge Base articles and build templates.
• Train AI agents to automate repetitive work.

Required qualifications

• 2-5 years of accounting experience with fluency in the monthly close and reconciliations.
• Ability to learn software fast.
• Precision with data.
• Customer-centric mindset.
• Strong communication and problem-solving skills.
• Bias for action and collaboration.

Nice to have

• A year or more in-house at a high-growth company
• 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

About the company

Numeric is a financial data platform that provides a system of record for finance teams. The company has customers including Anthropic, Plaid, Brex, Betterment, Wealthfront, and Asana.