Numeral (YC W23)

Financial Planning and Analysis

• Build, maintain, and improve the financial models that support budgeting, forecasting, and the long-range plan.
• Own recurring reporting and analysis: monthly and quarterly variance, KPI tracking, and the dashboards leadership uses to run the business.
• Support the headcount and hiring plan, keeping the capacity model current as the company grows.
• Run GTM and funnel analytics: pipeline-to-bookings conversion, marketing ROI, CAC, payback, retention, and the unit economics behind them.
• Build the analyses that inform capital and resource decisions, and help pressure-test the assumptions behind them.
• Help prepare board and investor materials, turning the underlying data into a clear and accurate story.
• Support the rollout of our FP&A tooling and the integrity of the data running through it, partnering closely with the data team.
• Take on analysis across the business as questions come up, including work that sits outside a strict strategic finance lane.

Strategic Finance Manager

• Own the company operating model
• Build the analyses that inform how we deploy the capital we raise
• Run budgeting, forecasting, and the business review cadence
• Build the headcount and hiring plan
• Model the economics of sales compensation
• Own GTM and funnel analytics and the SaaS metrics that define the business
• Help stand up and implement the strategic finance tech stack
• Run consolidations across our growing set of international entities
• Lead cross-functional work from the front

Head of Strategic Finance

Product Designer

• Own product work end to end. Partner with PM and engineering to define problems, explore solution spaces, validate concepts, and ship improvements that move key metrics — activation, time-to-first-filing, registration completion, customer-reported confidence. Stay involved through launch and iteration.
• Start in an LLM. Use Claude to clarify intent on ambiguous tax workflows, draft short PRDs, and surface edge cases (nexus thresholds, marketplace facilitator rules, exemption certificates, retroactive registrations). Use this to align quickly with your team.
• Validate with self-serve research. Talk directly to controllers, AP leads, and founders running ecommerce, SaaS, and digital businesses. Run quick tests. Treat research as a velocity tool, not a gate.
• Prototype using AI tools. Use Cursor and Claude Code to build and iterate on flows against real product surfaces. Let AI generate code while you guide structure, behavior, and UX quality. Partner with engineers to decide what moves into the product.
• Bring work into Figma. Translate validated concepts into full state coverage, system alignment, and production readiness — including the long tail of tax-specific edge states (jurisdiction conflicts, filing errors, amendment flows).
• Design for the 80 / 20. Tax has enormous hidden complexity. Encode judgment under the hood — let Minerva, our internal tax engine, do the heavy lifting — while keeping the default experience simple and successful for most customers.
• Contribute to patterns and culture. Share prompts, patterns, and learnings. Participate in crits and reviews that raise the bar for craft across the team.

• Inform strategy for core filings & new areas of growth: Drive continuous improvements to our AI-driven and ops paired tax workflows.
• Guide and build robust guardrails for special filings: Drive complex and specialized tax filings for our key clients.
• Champion automation and usage of AI: Bring automation and AI to your workflow to reduce repetitive tasks for highest leverage and productivity.
• Ensure compliance and accuracy: Troubleshoot discrepancies in accounting or filings, and lead research projects on new regulatory rules.
• Partner cross-functionally: Work closely with product and engineering to communicate business issues, escalate risks, and contribute to operational solutions.

Senior Tax Specialist

Customer Success Manager

• Lead and evolve the Support organization for a high-quality customer experience
• Implement scalable processes with automation and AI
• Build the Customer Success function ensuring quick customer value realization
• Drive measurable Net Revenue Retention (NRR), Customer Success Qualified Leads (CSQLs), customer health, and ROI
• Manage key account relationships and partner with Sales for upsell opportunities
• Implement core infrastructure for Customer Success and Support, using customer insights for product decisions
• Hire and develop a high-performing team, fostering a customer-centric culture
• Partner with Product, Engineering, and GTM teams for seamless customer experiences

Head of Customer Success – Support

Customer Support

• Own, lead, and evolve the Support organization
• Improve response rate, resolution times, CSAT, and NPS
• Implement scalable processes, leveraging automation and AI
• Manage a team of over 20 Customer Support representatives
• Serve as the voice of the customer internally, partnering closely with Product, Engineering, and GTM teams

Customer Support Lead

• Build the Customer Success function from the ground up
• Own strategic customer relationships and ensure measurable value from Numeral’s platform
• Drive adoption, retention, and customer health while owning key metrics
• Create scalable operational processes for a growing customer base
• Act as the voice of the customer internally and influence roadmap priorities
• Implement AI-forward workflows and automation to improve customer engagement

Customer Success Lead

Account Executive

• Drive revenue for Numeral, owning the entire sales cycle from prospecting through close and activation for mid-market customers
• Generate consistent pipeline through outbound prospecting, inbound conversion, and partner collaboration
• Run a high-velocity sales motion with strong qualification and deal discipline
• Conduct product demos and guide customers through a consultative evaluation process
• Close a high volume of deals while maintaining strong conversion rates and ACV targets
• Build relationships with finance, operations, and technical stakeholders
• Focus on results: pipeline generation, revenue attainment, and forecast accuracy
• Maintain clean pipeline management and reporting in CRM
• Collaborate with product, design, solutions, and engineering teams to incorporate customer feedback

Mid-Market Account Executive – SaaS

Product Manager

• Own product areas end-to-end. You'll take a problem from discovery through launch. No one is going to hand you a roadmap — you'll build it from customer conversations, data, and your own judgment.
• Talk to customers constantly. You'll spend real time understanding how businesses handle taxes and accounting, what breaks, and what a 10x better solution looks like.
• Prototype before you write. We use Claude Code, Cursor, Codex, and every other AI tool daily. When you have an idea, you build something people can touch and react to. The docs come after the prototype proves the concept.
• Drive forward. Product development is the easy part. You'll own the harder work: getting engineering, design, sales, and operations working on what matters. Planning the launch. Making sure customers actually adopt what we build.
• Make trade-offs. You can think rigorously about where to invest limited resources. You don't just have opinions — you have data and the intellectual honesty to change your mind when the evidence says so.
• Communicate with clarity. You write well. You can take a complex idea, distill it into something the entire company understands, and build conviction around it.