Associate Solutions Manager

Numeric • San Francisco, CA

4d • Onsite

About The Position

Numeric is seeking an Associate Solutions Manager to join their Solutions team. This role serves as the operational backbone, handling customer support, managing onboarding execution, and ensuring customers receive fast, high-quality assistance. It's ideal for someone early in their career looking for hands-on experience in SaaS customer success, with a focus on building expertise in accounting and finance workflows. The Associate Solutions Manager will work closely with Solutions Managers, focusing on tactical execution to keep customers happy and productive. This position is a common entry point into the Solutions team, with a clear path to a Solutions Manager role within 12-18 months.

Requirements

• 3-4+ years of accounting experience including Big 4 public accounting and 1-2 years in-house at a tech or high-growth company.
• Deep understanding of the monthly close process, reconciliations, and financial operations.
• Genuine care for helping customers succeed and pride in delivering fast, thoughtful support.
• Eagerness to transition accounting expertise into a customer-facing role.
• Ability to explain complex accounting concepts clearly in writing and on calls.
• Methodical problem-solving skills using technical accounting knowledge and pattern recognition.
• Ability to learn new software quickly, maintain thorough documentation, and catch details that matter to customers.
• Comfort navigating technical systems and eagerness to build software expertise.
• Bias for action and collaboration, operating with urgency and taking initiative.
• Knowing when to handle issues independently versus when to escalate to Solutions Managers or Engineering.

Nice To Haves

• Prior customer support or customer success experience at a B2B SaaS company
• Experience with accounting software like NetSuite, QuickBooks, or Xero
• CPA certification or actively pursuing
• Experience with multi-entity or multi-currency accounting
• Understanding of financial systems integrations and automation tools

Responsibilities

• Execute customer onboarding by partnering with Solutions Managers to complete onboarding tasks, conduct training sessions, and help new customers reach "Live" status quickly.
• Own customer health and adoption post-implementation by driving usage and feature adoption, surfacing expansion and churn risk before renewal, and routing product feedback back to the team.
• Build enablement resources and scale support by creating help articles, video tutorials, and templates for customer self-service, and training AI support agents to improve response quality and reduce support volume.
• Maintain customer health and documentation by keeping account records current, logging interactions, tracking adoption metrics, and proactively identifying struggling customers based on usage patterns.
• Drive continuous improvement by documenting product feedback and feature requests, and identifying opportunities to streamline support workflows and improve team efficiency.

Benefits

• Flexibility to manage your schedule

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed