Customer Success Manager

Numeric • San Francisco, CA

13d • $145,000 - $170,000 • Onsite

About The Position

Numeric is a modern financial data platform for accounting and finance, aiming to empower accounting teams with AI-first solutions for faster, more accurate financial data and confident business decisions. The company has achieved product-market fit and is backed by prominent investors. This role is for individuals who are passionate about owning the entire customer relationship, focusing on customer renewal, adoption, and expansion rather than just transactional support. The team consists of experienced professionals from accounting and SaaS backgrounds, with a strong emphasis on leveraging AI for post-sales operations.

Requirements

• 5+ years of accounting experience with deep fluency in the monthly close, reconciliations, and financial reporting.
• Credibility in discussions with controllers.
• Demonstrated experience being graded against customer behavior (retention, adoption, time-to-value) and ability to quantify impact.
• Customer-centric mindset with a focus on building relationships and taking churn personally.
• Strong communication and problem-solving skills, capable of running executive conversations and diagnosing workflows.
• AI fluency and a bias for action, including using AI tools in daily workflows.
• Experience building systems to automate repetitive tasks.

Nice To Haves

• Prior customer success or account management experience at a B2B SaaS company selling to finance buyers.
• Hands-on NetSuite experience, or depth in another major ERP.
• Experience with multi-entity or multi-currency accounting.
• Experience running QBRs, save plays, or a structured account cadence.
• CPA certification.

Responsibilities

• Own a book of customers and its outcomes, focusing on gross retention and adoption.
• Run an AI-leveraged cadence, utilizing agents for health signals, meeting prep, and follow-ups, while focusing on judgment calls and relationships.
• Lead QBRs that connect Numeric's value to the customer's CFO's objectives.
• Build champions by developing multi-threaded relationships, creating referenceable customers, and driving case studies.
• Detect and reverse risk by building automated early-warning signals and running save plays with internal resources.
• Make customers AI-native by defining and achieving product adoption, including coaching on AI-first closes and connecting agents to financials.
• Act as a two-way communication channel, surfacing expansion signals to Sales and routing product feedback to Product, then bringing the roadmap back to customers.

Benefits

• Flexibility to manage your schedule.
• Core principles guiding the team's work: Brick by Brick, Love the Game, SALY (refusing 'Same As Last Year'), Own the Outcome, Earn the Right.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level