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Numeric is a B2B SaaS company building software for accounting data and operations. Its platform helps modern businesses manage accounting workflows with greater efficiency and consistency, supporting teams that rely on accurate financial information and streamlined operational processes.
Customer Success Manager – Accounting Software (Onsite)
Own customer outcomes for accounting software at Numeric, with responsibility for adoption, retention, renewals, and value realization. Help finance teams apply AI-first workflows to improve their close processes.
Description
- Manage a portfolio of Numeric customers, taking ownership of adoption, delivered value, renewals, and gross retention
- Monitor the health of every account and maintain a tailored success plan
- Apply AI agents to identify health signals, prepare for meetings, and manage follow-up actions
- Lead quarterly business reviews that link Numeric’s capabilities to outcomes relevant to CFOs
- Develop relationships across customer organizations, from staff accountants through chief accounting officers
- Turn successful customers into references and support the development of case studies
- Create early-warning indicators, identify accounts at risk, and execute retention plays
- Shape adoption strategies and coach controllers on AI-enabled close workflows
- Connect customer agents with their financial data in Numeric
- Identify expansion opportunities for Sales and deliver targeted product feedback to Product
- Keep customers informed about product roadmap developments
- Create success plans, business reviews, relationship maps, champion programs, references, and case studies
Requirements
- At least five years of accounting experience
- Strong command of monthly close processes, reconciliations, and financial reporting
- Practical accounting experience that establishes credibility with controllers
- Experience managing customer outcomes such as retention, adoption, and time to value
- Excellent executive communication and problem-solving abilities
- Skill in diagnosing ineffective reconciliation workflows
- Comfort with AI and experience incorporating AI tools into daily work
- CPA qualification is a strong advantage
- Customer success or account management experience with a B2B SaaS provider serving finance buyers is preferred
- Hands-on experience with NetSuite or another major ERP is preferred
- Experience with multi-entity or multi-currency accounting is preferred
- Experience leading QBRs, retention plays, or structured account cadences is preferred
- Commitment to working in person five days per week in San Francisco or New York
- Applicants must state whether they will require employment visa sponsorship
Benefits
- Equity participation
- Flexibility in managing your schedule
- Access to AI-focused tools and internal tooling
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