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About the Role
As a Customer Success Manager, you'll own a book of Numeric customers and be accountable for their health: adoption, value, and renewal. You will make Numeric the system of record customers cannot rip out, recreate, or replace, and you're on the front line of that. You'll be joining a team of reformed accountants and AI-forward post-sales professionals who are building the future of the close.
Responsibilities
- Own a book of customers and its outcomes, accountable for gross retention and adoption.
- Know every account's health state and have a plan behind each one.
- Run an AI-leveraged cadence, focusing on judgment calls and relationships.
- Lead QBRs that connect Numeric to outcomes the customer's CFO cares about.
- Develop multi-threaded relationships, create referenceable customers, and drive case studies.
- Detect and reverse risk by building automated early-warning signals and running save plays.
- Make customers AI-native by coaching them on running an AI-first close and connecting agents to their financials.
- Surface expansion signals to Sales and route product feedback to Product, then bring the roadmap back to customers.
Requirements
- 5+ years of accounting experience with deep fluency in the monthly close, reconciliations, and financial reporting.
- Demonstrated outcome ownership, graded against customer behavior (retention, adoption, time-to-value).
- Strong communication and problem-solving skills, able to run executive conversations and diagnose workflows.
- AI fluency and a bias for action, building systems where others repeat tasks and using AI tools daily.
- Prior customer success or account management experience at a B2B SaaS company selling to finance buyers is a plus.
- Hands-on NetSuite experience, or depth in another major ERP is a plus.
- Experience with multi-entity or multi-currency accounting is a plus.
- Experience running QBRs, save plays, or a structured account cadence is a plus.
Skills
- Customer Success
- Account Management
- B2B SaaS
- Finance
- Accounting
- Monthly Close
- Reconciliations
- Financial Reporting
- AI
- Communication
- Problem-Solving
- NetSuite
- ERP
Location
- San Francisco
- New York
Work Type
- In-person
Experience Level
- 5+ years accounting experience
- Prior customer success or account management experience (preferred)
Education Level
- CPA is a strong plus
About the Company
- Numeric is the modern financial data platform for accounting and finance, weaving together data, workflows, and AI-first solutions.
- We empower accounting teams to achieve verifiable, detailed financial data faster and make business decisions with greater confidence.
- We have strong product market fit with customers including Anthropic, OpenAI, Plaid, Brex, and many more.
- We are backed by top-tier investors including Menlo Ventures, IVP, Founders Fund, and 8VC.
- Our team consists of reformed accountants and AI-forward post-sales professionals.