Customer Success Associate

The role

You will run the scaled customer success motion by monitoring customer health, driving product adoption, and building AI-powered systems. You will use AI agents to handle repeatable outreach and create content to support the customer base.

What you will do

• Run the scaled CS motion using agents.
• Own digital touchpoints, adoption campaigns, webinars, and office hours.
• Build AI agents for repeatable outreach.
• Monitor customer health at machine scale.
• Build automated risk alerts and flag struggling customers to CSMs.
• Use AI to pull usage data and draft adoption stories for QBRs.
• Create help articles, videos, and templates.
• Train support and CS agents on content.
• Drive feature adoption through campaigns.
• Document and route product feedback to the Product team.

Required qualifications

• 2-5 years of accounting experience with fluency in monthly close and reconciliations.
• Customer-centric mindset.
• Strong communication and problem-solving skills.
• Ability to explain complex accounting concepts clearly in writing and on calls.
• Technical and detail-oriented.
• Ability to learn software fast.
• Bias for action and collaboration.

Nice to have

• Prior customer success, support, or enablement experience at a B2B SaaS company
• Experience with accounting software like NetSuite, QuickBooks, or Xero
• CPA certification or actively pursuing
• Experience building content, running webinars, or managing digital customer programs
• A year or more in-house at a high-growth company

About the company

Numeric is a financial data platform built for the agent era. The company provides a system of record that allows accounting and AI agents to work with full context.