Implementations Associate
Implementations Associate configuring accounting workspaces, connecting ERPs like NetSuite, running trainings, and managing projects to get new customers live on Numeric's AI-powered financial data platform. Requires 2-5 years accounting experience with close process fluency; path to Implementations Manager.
About the job
What You'll Do
- Configure customer workspaces using AI-assisted tools: build close checklists, reconciliation setups, flux analyses, and reporting mapped to each customer's actual close process.
- Connect and validate data from ERP systems (especially NetSuite) and sub-ledgers; troubleshoot integration issues like token and permissioning errors; ensure data ties out.
- Run trainings and onboarding sessions, including live reconciliation walkthroughs, to help accounting teams become fluent with Numeric, including its AI features. Occasional in-person sessions at customer offices.
- Manage implementation workstreams as projects: update dashboards, chase customer deliverables, manage timelines, and escalate blockers to Engineering/Product with context.
- Ramp on close management implementations, then expand to more technical areas like cash (transaction-matching rules, SFTP feeds, automation tuning).
- Automate the implementation process: write Knowledge Base articles, build templates, and train AI agents to reduce repetitive work.
What You'll Bring
- 2-5 years of accounting experience with strong fluency in the monthly close and reconciliations. Public accounting (including Big 4) welcome; in-house experience at a high-growth company is a plus. Focus on breadth across the close process.
- Technical aptitude and detail orientation: quick learner of software, precise with data.
- Customer-centric mindset to make stressful implementations feel handled.
- Strong communication and problem-solving skills to explain decisions in customer language and debug issues methodically.
- Bias for action, collaboration, urgency, and ownership of workstreams.
Nice to Haves
- 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.
What Success Looks Like
- Consistently hit dates for fast customer time-to-value.
- Build accurate configurations that hold up post go-live.
- Deliver trainings that drive real product adoption.
- Maintain current project dashboards with early blocker escalation.
- Rapidly grow into a product and close-process expert with clear path to Implementations Manager.
Skills
NetSuite, Quickbooks, Xero, SQL, Monthly Close, Reconciliations, Erp Integrations, Financial Data Validation
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