Numeric

Numeric helps finance and accounting teams close their month-end books faster and more accurately using AI automation.

Account Executive

Gong

-First-ever Gong SDR promoted into Sales Engineering role

Associate Sales Engineer

-Q1 ‘23: 133% attainment
-Q4 ‘22: 122% attainment
-Q3 ‘22: 100% attainment
-Q2 ‘22: 108% attainment
-Q1 ‘22: 100% attainment

Senior Sales Development Representative

Gong unlocks reality to help people and companies reach their full potential. 

The patented Gong Revenue Intelligence Platform™ empowers customer-facing teams to take advantage of their most valuable assets – customer interactions, which the Gong platform automatically captures and analyzes. Gong then delivers insights at scale, empowering revenue and go-to-market teams to determine the best actions for winning outcomes. Thousands of innovative companies like Morningstar Inc., Paychex, LinkedIn, Shopify, Slack, SproutSocial, Twilio, and Zillow trust Gong to power their customer reality. Gong is a private company headquartered in the San Francisco Bay Area. For more information visit www.gong.io.

Sales Development Representative

Fidelity Investments

•	Developed multi-million dollar book of business, placing in top percentiles of Investment Consultants in Western US for Q1 2021 
•	Advised clients through client-outbound calls and investment consultations utilizing complex financial models and Monte Carlo simulations
•	Created budgets to improve clients’ ability to track expenses, provide insights into anticipated withdrawal rates and reliance on investment portfolios
•	Improved client-rating of local branch by through satisfaction ratings and client referrals

Investment Consultant

•	Generated leads and opportunities worth $150M
•	Engineered salesforce dashboards to track role-specific activities and opportunities to enable insights for leadership
•	Awarded Fidelity Recognition Badges for leading Sunnyvale branch in outbound client engagement
•	Promoted to Investment Consultant directly from Financial Representative position for exceptional in-role performance

Financial Representative

KPMG

•	Audited private and publicly traded clients in various industries including banking, real estate, renewable energy, professional sports teams, video streaming services, and manufacturing 
•	Analyzed clients’ financial statements to provide recommendations to audit committee and client leadership
•	Supervised team assignments & responsible for timely issuance of audit report for pre-IPO private clients
•	Onboarded and delivered ongoing learning & development for new audit associates leading to an increase in new hires’ productivity

Senior Audit Associate

•	Spearheaded research and auditing of new Revenue Recognition Standard ASC 606 for clients to ensure legally compliant and accurate financial reporting 
•	Overhauled subsidiary client’s financial reporting from Generally Accepted Accounting Principles (GAAP) to International Financial Reporting Standards (IFRS) to align with parent company’s international financial reporting practices
•	Advised clients on financial reporting standards using Financial Accounting Standards Board (FASB) Accounting Standards Codification Manual to ensure clients’ compliance with industry recognized & mandated regulations

Audit Associate

Ladera Oaks 

•	Launched new client-transaction tracking and management system, reducing overhead costs
•	Quantified all client transactions for Q2 and Q3 of 2017, ensuring accurate financial reporting of all sponsored events 
•	Organized financial reports for executive and board reviews including monthly, quarterly, and annual variance analyses

Financial Analyst

Loyola Marymount University

•Educated students about fundamental micro and macroeconomic principles
•Scheduled and organized weekly meetings to supplement student learning

Economics Tutor

•	Measured growth and decline across departments to determine direction of university funding
•	Mapped course outlines for academic majors for streamlined course delivery
•	Evaluated prospective academic organizations integration-potential for partnership with university and academic departments

Research Assistant

•Proofread and corrected multiple papers and presentations for German students
•Educated students about the understanding of difficult grammatical concepts, test preparation, and organizational skills 
•Supported German professors in the organization of class plans as well as class material

German Tutor

•Educated students about Econometrics, statistics and fundamental economic principles
•Utilized Stata and Minitab to supplement student learning experience

Statistics Tutor

•Collaborated with supervisor to perform historical economic bankruptcy analysis 
•Gained enhanced understanding of Economic Principles through practical application as research assistant

•Helped organize and conduct events and fundraisers for the Modern Languages Department
•Supported the Modern Languages Department through creating brochures, flyers, and management of supplies
•Monitored the use of equipment, such as computers, fax machine, and stationary materials

Academic Support Clerk

•Corrected multiple German students' papers and tests for the German Department
•Proctored several exams for German Department

German Teaching Assistant

Enrou

•	Chaired weekly financial meetings with C-Suite to analyze efficacy of marketing campaigns and strategize future planned campaigns
•	Pioneered company’s budget development, tracking ongoing cash burn rates to ensure company remained cash flow positive                                 
•	Compiled company’s financial statements, ensuring reliable financial reporting to secure new rounds of funding from current and potential investors

Accounting and Financial Planning Intern

• Assisted with bookkeeping, data entry, and data analysis
• Aided the CFO with finances & operations
• Worked with the Director of Operations to develop and implement internship projects

Business Administration Intern

Stanford University School of Medicine

• Organized and facilitated weekly intervention informational sessions
• Analyzed demographic statistics to supplement participant program success
• Recruited and conducted health examinations on multiple participants in the Vivamos Activos en Familia program

Intern

Half-Man, Half-Meme, 100% SE

Do you see random memes on your LinkedIn feed? It’s probably me!

Are you getting phone calls from numbers you don't recognize? Me again :)

I'm only half-joking but when I'm not posting memes or cold calling, I'm doing everything I can to improve my business acumen and lead a life of integrity, optimism, and service. 

I'm passionate about making a positive impact in my personal and professional communities. Ultimately, my personal mission is to help others and hopefully make some people laugh along the way.

Caspian Lewke

BIG NEWS: Numeric has raised a $51M Series B round, led by IVP with participation from Founders Fund, Menlo Ventures, 8VC, and others. 🤯

Working at Numeric has been so exciting, and over the past year, we've launched AI-powered flux analysis that accountants trust, built out cash management tooling, and worked with some of the best finance teams in the industry.

This raise funds what’s next: more AI agent capabilities, building a strong finance data layer, and expanding the team. If you're interested in working on hard problems in finance infrastructure, let's talk.

#Numeric #accounting #ai

Streamlining Month-End, One Close at a Time

"Your network is your networth, which is why I love LinkedIn."
-Benjamin Franklin, probably

Networking is a word that a lot of people use, but can mean a thousand things.

If you've ever wondered the following:

"What does good networking look like?"
"How can I get referrals?"
"Why are my palms so sweaty at networking events?"

Then you've got to listen to the new episode of Cold Rush Podcast with Eric Wiegand  🦡 where we walk about NETWORKING!

Episode link in the comments below!

What have you found most helpful when networking? 🤔

#coldrush #sales #networking

So incredibly proud of my brother Damien and Nebulock, Inc.! This launch is huuuuuuuuge!

Founder & CEO @ Nebulock | MIT CSAIL | Threat Hunting | Marathoner

We’ve launched Vibe Hunting!!

Nebulock, Inc. is on a mission to democratize threat hunting to every organization, regardless of size, skillset or budget. That mission has taken a giant step in the right direction.

Vibe Hunting is our new product that allows security teams to initiate threat hunts using natural language prompts. 

You now can drive agentic workflows, enabling teams to:
-Go from threat intel report to true positive in minutes.
-Translate hypotheses into behavioral detections.
-Multi-thread your hunts (so you can keep hunting, not wait for responses).

I’m really proud of how our team of threat hunters and engineers have developed a purpose-built platform thats built by operators, for operators, enabling any analyst to become a world-class hunter, and any hunter to become a team of hunters.

Existing Nebulock customers are now able to hunt daily, and we’re excited to share this with you.

Check out our new, free Vibe Hunting Playground here: https://lnkd.in/eacvHQpe

Link to my blog in comments.

Dan Nguyen-Huu Will Lehmann Rak Garg Enrique Salem Jon Sakoda Stacey Wueste Andrew Peterson Andrew Morris Josh Kamdjou Apoorva Pandhi Mario Götze Nick Galbreath Jack Blyzinskyj Kurtis Lin Parker Gilbert Grant W.

Special thank you to our amazing advisors Kris Merritt Christopher Witter and Robert E Mealey

Emma Lo

Customer Success & RevOps Leader | Podcast host of CS In Focus | Help businesses accelerate in customer-led growth

Results-driven Customer Success executive and SaaS startup founder with 13+ years of experience in tech and e-commerce. Passionate about leveraging data-driven strategies to boost customer satisfaction, retention, and revenue growth.

💼 Career Highlights:

- Founded and scaled customer success teams, increasing NPS from 79% to 89%
- Drove $35M+ in revenue, achieving 40% increase in retention
- Built and led high-performing remote teams across customer success, marketing, and operations
- Developed strategies resulting in $7MM ARR from enterprise B2B accounts
- Maintained 119% Net Revenue Retention with zero logo churn

🚀 Expertise:

- Customer Success Strategy & Operations
- Revenue Growth & Retention Optimization
- SaaS Startup Leadership & Scaling
- Cross-functional Team Management
- Data-Driven Decision Making


🔧 Tech Stack:

ChurnZero, Gong, Salesforce, Zendesk, HubSpot, Atlassian, and more

Combining a unique background in healthcare research with tech leadership, I bring an analytical approach to solving complex business challenges. 

--------------

🤝 Let's connect if you're interested in:

- Customer-centric growth strategies
- SaaS scaling and operations
- Revenue optimization in tech startups

Always open to discussing new opportunities and sharing insights on customer success and revenue growth in the tech industry.

#CustomerSuccess #SaaS #RevenueGrowth #StartupLeadership

Manager, Customer Success

- Organize Quarterly Customer Advisory Board
- Implement digital customer success strategies to provide scalable support.
- Utilize data analytics to understand customer behaviour and needs.
- Ensure effective onboarding and adoption of Noibu's platform by customers.
- Proactively identify risks and reduce churn.
- Enhance customer satisfaction and retention through targeted digital interactions.

Emma Lo 🧩

Meet James Alarcon 


We first met at the ChurnZero event 

Since then, he has been the friend who checks in, calls when you are in town, and makes time to connect.

I watched him move from team lead to director. 

He built with what he had.

Tested, iterated, and defended his team when it mattered.


Everyone can talk strategy.

Few can influence a vision and get people aligned.

Even fewer roll up their sleeves and do the hard work. 💪


Now he is in a new role, with his playbook tested and the land mapped.

He is hiring for CSMs🔥


If you want to work for a leader who grows both people and revenue, talk to James Alarcon. 

#hiring #gta #customersuccess

Emma Lo🧋

CS & RevOps Leader | Driving Scalable Customer-Led Growth Across GTM | Top 100 CS Strategist 2025 & CS In Focus Podcast and Owner

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Proud parent moment. ❤️


My little boy put on his Navy Cadet uniform today, stood outside, and sold  poppies with a thank you.

Watching him made me very proud…



The poppy grew over graves in Flanders Fields. 

We wear it to remember those who served and those we lost. 

Every donation helps veterans, serving members, and their families through local Legions.



Remembrance Day is November 11. 

If you see cadets this weekend, please stop for a poppy and a moment of thanks.

#RemembranceDay #LestWeForget #NavyCadets #Poppy

Sales enablement fails when it stops at training.


Thanks to Stephanie White 🩵, I went to my first Sales Enablement Collective summit this week.

All the Customer Success, Sales Enablement, Product Marketing, and Product summits were on the same floor.

It felt like a reminder that we are working on one shared problem:

👉  Design a customer journey that drives customer value at scale.
 = Recurring revenue is just recurring impact.

---------------------------

Aleta C. Bond asked a question that stayed with me:
When does sales enablement become GTM enablement?

Here is what clicked for me, as someone who sits in CS Ops.

1️⃣ Manager enablement is the hidden bottleneck

Few managers coach well, even though coaching is one of the only levers that reliably moves win rates.

If managers do not have time, tools, or a framework, every program hits a ceiling.

You can ship great training. 

If managers are not reinforcing it in daily conversations, it will not show up in revenue.


2️⃣ Enablement should act like an internal consulting team

When a leader asks for “negotiation training,” the first step should be curiosity, not a slide deck.

Questions like:
⋅ What outcome are you trying to change
⋅ How did you decide this skill is the main gap

Often, the issue is coaching quality, process, or focus.

The strongest enablement teams in the room were advising on growth, not just taking training orders.


3️⃣ The best programs are built with Finance, RevOps, and People

⋅ Finance wants a clear return, not a feeling.
⋅ RevOps holds the data that explains what is really happening.
⋅ People sees culture and sentiment before they show up in churn or quota.

The programs that stood out tied work to metrics like ramp time, hiring efficiency, win rates, and product attach.

They agreed on targets upfront, then used enablement to move those numbers.


4️⃣ AI should give humans time back

The most practical AI examples were simple.

Managers used bots to:
⋅ Practice objection handling
⋅ Test product knowledge
⋅ Prepare for executive calls

AI handled repetition.
Humans focused on judgment, relationships, and coaching.


5️⃣ A simple outcomes model beats a noisy dashboard

One framework I am taking home:

→ Reach: Who we touched.
→ Reaction: How they felt.
→ Readiness: What skills they gained.
→ Results: What changed in the business.

If you cannot answer those four, it is hard to defend spend in a QBR or a board meeting.

-----------------------

Leaving the summit, my takeaway was clear:

Sales enablement, revenue enablement, and CS enablement are all working on the same job.

Turn learning into behavior, and behavior into revenue.

💁‍♀️  Are you training reps on a question bank, or on the curiosity to ask better questions?

Thank you for the sharing your insights! 
Ashton W.
Aleta C. Bond
Stephanie White 🩵
Ross Rich
David Seugling
Sriharsha Guduguntla
Danny Wasserman
(and many more)

AI in CS is stuck in the messy middle. 


At NY Success Week, I asked Brent Grimes from Reef.ai a simple question:
Where are GTM teams really with AI adoption?

His answer: 
Plenty of AI projects.
Very few signals strong enough to change a forecast, renewal plan, or board slide.

For GTM orgs, that is the real execution gap
→ Fewer signals, higher conviction.


What we should look into with AI: 

1️⃣  Revenue signal

Churn, down sell, and expansion probabilities 6 to 12 months out 
that influence your commit, not just a health score.


2️⃣ Value signal

Proof that customers are achieving outcomes 
that tie directly to renewal and expansion, not just logins or activity.

3️⃣ Coverage signal

Clear visibility into which champions, buyers, and users are engaged with those outcomes, and how recently.


If AI cannot help you see risk and expansion early enough to change the number, it stays in the experiment bucket.

Are you growning in dashboards and still guessing on renewals?

#reef #ai #GTM #renewals #cs

What happens when Tamagotchi grows wheels and runs on GPT?



As a kid, my “robot” was a Tamagotchi. 🐣

A few pixels on a keychain, and you had to remember to feed it.


Now we have Loona. 🐶 

A robot pet that follows your kid, remembers their face, reacts to emotions, chats with GPT, and helps with homework.


Cool, yes.

However, it subtly changes the meanings of “friend,” “play,” and “help.”


I’m excited about robots like Loona in kids’ lives. 

I’m just not sure I want them replacing relationships and learning. 

P.S. Would you let your kid have a GPT robot best friend?

Anyone attending the Sales Enablement or Customer Success Summit in Toronto tomorrow? 

I plan to meet friends for dinner after happy hour.
Let me know if you'd like to meet up. 

#IRL #Toronto

Forecast this in 30 seconds. 


DAUs are up 18%.
Your champion just left.
Procurement took control.
A second product POC is live.

What’s your renewal probability now...and why?


Most teams default to pipeline. 

However, operators weigh three things first: 
relationship health, user outcomes, buyer control. 

Which one would change your forecast today?

-------------------------

This Friday Eleanor (Ella) Eng and I will interview Anthony DeShazor and Roland Griesmayer on how they build forecasts that survive board inspection. 

We’ll dig into signals, weights, and the inspection cadence that keeps accuracy high.

Join us on CS in Focus LinkedIn Live

📆 Friday, Nov 21 · 12:00–12:45 ET

🔗 https://lnkd.in/gthvhXX5

P.S. What’s your non-negotiable metric in a 2026 forecast, and why?

#gtm #forecast #linkedinlive #cs

The truth behind “healthy” accounts that still churn


Your post-sales pipeline is not a calendar.
It is proof that you are solving real business problems.

On CS in Focus Live, Roland Griesmayer and Anthony DeShazor said the quiet part out loud about forecasting:


Money follows problems.
Predictability follows clarity.


Roland’s bar for a real deal was simple:

If a rep cannot clearly explain the business issue the customer is paying to fix, the deal is not predictable.

“Making someone’s job easier” is not a business issue.
“More intuitive” is not a business issue.

You need answers like:

This fixes X.
This prevents Y.
This unlocks Z in revenue or removes Z in cost.


Anthony pushed the harder truth. 

Most teams don’t fail at delivering value.
They fail at telling the story of that value in a way a CFO will repeat in a budget meeting.

With just over five weeks left in Q4, post-sales pipeline reviews need to tighten up:

1/ Start with the business problem

For every renewal and expansion, ask:
What problem did we solve and how does the customer describe it?


2/ Tie the forecast to a real sponsor

Has the person with budget and authority engaged on that problem in the last 90 days?


3/ Require a written value story

One short paragraph per account: problem, impact, and why it matters now.

If your CSM cannot write it, you cannot forecast it.


4/ Use signals, not sentiment

Swap “they love us” for proof: outcomes achieved, milestones completed, risk removed, executive alignment.

5/ End every review with ownership

Each renewal and expansion needs an owner, a next action, and a date.
No “we will keep an eye on it.”

-------------------
That was the through line from the live:

Real problems make deals real.
Clear stories make revenue predictable.

P.S. What's your non-negotiable when reviewing a deal? 

#gtm #pipeline review

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The Battle

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Engagements

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Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Caspian Lewke's LinkedIn Performance

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