Numeric

Numeric

Associate Solutions Manager

San Francisco

Sponsorship not specifiedDetected 69 days ago
Account ManagementAccountingQuickBooksCustomer SuccessCustomer SupportCommunicationCollaborationProblem SolvingNetSuite

About the role

  • Ever wish you could be the person who turns a frustrated customer into a delighted champion?
  • Do you get energized by solving tactical problems while learning the strategic side of customer success?
  • If any of that resonates, this role is for you.

Responsibilities

  • Build enablement resources and scale support. Create help articles, video tutorials, and templates that enable customer self-service. Train AI support agents to improve response quality and reduce support volume.
  • Drive continuous improvement. Document product feedback and feature requests. Identify opportunities to streamline support workflows and improve team efficiency.
  • Prior customer support or customer success experience at a B2B SaaS company
  • Drive usage and feature adoption, surface expansion and churn risk before it hits the renewal, and route product feedback back to the team.

Requirements

  • Experience with accounting software like NetSuite, QuickBooks, or Xero
  • Experience with multi-entity or multi-currency accounting

Skills

  • Every business relies on accounting.
  • Yet most software in the space was built in the early 2000s - clunky, slow, and far behind the curve on AI.
  • The problems are real, hard, and increasingly urgent.
  • But they're solvable.
  • Enter Numeric - the modern financial data platform for accounting and finance.

Benefits

  • Own customer health and adoption post-implementation.
  • Maintain customer health and documentation.

Company info

  • 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.
  • We focus on the craft and a deep sense of giving a f*ck.
  • We're building a company full of people who are equally engaged and motivated.
  • We refuse to accept "Same As Last Year." For too long, accounting and finance systems have reflected outdated processes instead of reimagining what's possible.
  • We're driven by a first-principles approach to building better solutions.
  • You'll work closely with Solutions Managers who handle strategic account management, while you focus on the tactical execution that keeps customers happy and productive.
  • Execute customer onboarding. Partner with Solutions Managers to complete onboarding tasks, conduct training sessions, and help new customers reach "Live" status quickly.
  • Customer-Centric Mindset: You genuinely care about helping customers succeed and take pride in delivering fast, thoughtful support. Eager to transition your accounting expertise into a customer-facing role.
  • Technical & Detail-Oriented: Learn new software quickly, maintain thorough documentation, and catch details that matter to customers. Comfortable navigating technical systems and eager to build software expertise.
  • Partner with Solutions Managers to complete onboarding tasks, conduct training sessions, and help new customers reach "Live" status quickly.
  • Keep account records current, log interactions, track adoption metrics, and proactively identify struggling customers based on usage patterns.
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This listing is sourced directly from Numeric's careers page and normalized into a canonical job model.