Numeric

Numeric

Customer Success Manager

San Francisco

Sponsorship not specifiedDetected 1 day ago
Agentic AIAccount ManagementAccountingERPCustomer SuccessCadence5G/LTECommunicationProblem SolvingMentoringNetSuite

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odds of building a lasting career here

28Risky
Cap-exempt (no lottery)0
Sponsors this role45
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70

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About the role

  • Do you love being the person a controller calls before they call anyone else?
  • Ever wish you owned the whole customer relationship, not just the ticket in front of you?
  • Do you measure yourself by whether customers renew, adopt, and expand, not by how many meetings you ran?

Responsibilities

  • you spend your hours on the judgment calls and relationships they can't make. Lead QBRs that connect Numeric to outcomes the customer's CFO cares about.
  • Detect and reverse risk. Build automated early-warning signals on your book, spot at-risk accounts before they surface on their own, and run save plays with the right internal resources.
  • Own a book of customers and its outcomes.

Requirements

  • Experience with multi-entity or multi-currency accounting
  • Outcome Ownership: You've been graded against customer behavior (retention, adoption, time-to-value) rather than activity, and you can name the number you moved and how.

Nice to have

  • Accounting Foundation: 5+ years of accounting experience with deep fluency in the monthly close, reconciliations, and financial reporting.
  • You're credible in a room of controllers because you've done the work.
  • CPA is a strong plus.

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

  • As a Customer Success Manager, you'll own a book of Numeric customers and be accountable for their health: adoption, value, and renewal.
  • You'll know every account's health state and have a plan behind each one.
  • Agents assemble your health signals, meeting prep, and follow-ups

Company info

  • We have strong product market fit and a growing base of customers who love our product - including Anthropic, OpenAI, Plaid, Brex, and many more.
  • CS is how we make Numeric the system of record customers cannot rip out, recreate, or replace, and you're on the front line of that.
  • Define what "adopted" means for each product and get customers there, including coaching controllers on running an AI-first close and connecting agents to their financials in Numeric. - Be the voice in both directions.
  • Build champions. Develop multi-threaded relationships from staff accountant to CAO, create referenceable customers, and drive case studies.
  • Make your customers AI-native. Define what "adopted" means for each product and get customers there, including coaching controllers on running an AI-first close and connecting agents to their financials in Numeric.
  • Be the voice in both directions. Surface expansion signals to Sales (who own the commercial number) and route product feedback to Product with specifics, then bring the roadmap back to customers with a point of view.
  • AI Fluency & Bias for Action: You build systems where others repeat tasks. You use AI tools in your own daily workflow and expect your customers to as well.
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This listing is sourced directly from Numeric's careers page and normalized into a canonical job model.