← Numeric
Numeric role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Software that helps accounting teams close their books faster and with fewer errors each month.
Who you'd be calling
Controllers, accounting managers and VPs of finance at growing mid-sized companies.
Your opener
“Hi [Name], this is [You] from Numeric. I know I'm calling out of nowhere. Do you have a quick minute? I talk to accounting teams about how long month-end close takes, and wanted to ask how it goes for you.”
Problems you solve for them
- Month-end close takes too long
- Tasks and checklists live in spreadsheets and chat
- Hard to explain variances and differences in the numbers
- Small teams are stretched thin at close time
Discovery questions to ask
- How many days does your month-end close take now?
- What tools or spreadsheets do you use to track close tasks?
- What part of close is the most painful or manual?
Objections they'll throw at you
“I'm busy right now.”
→ Of course, close season is busy. When would be a better time this week for a quick call?
“We're not interested.”
→ Understood. Is close working well for your team already, or is it just not a focus?
“We already have a close tool.”
→ Good to know. Which one, and what do you wish it did better?
“Just send me an email.”
→ Sure. What's the biggest close headache so I send something relevant? And can we find 15 minutes next week to talk it over?
Competitors worth knowing
BlackLine, FloQast
Interview tips for this company
- Learn what 'month-end close' means: the steps accountants do each month to finalize the books.
- The job post says the BDR role is a path to AE. Be ready to say you're coachable and consistent.
Written from public information about Numeric to help you practice. Ask an insider what their role play looked like; it's the best prep there is.