Customer Success Manager

The role

You will own a book of customers and be accountable for their adoption, value, and renewal. You will manage customer health, lead QBRs, and build multi-threaded relationships to drive retention.

What you will do

• Own a book of customers and its outcomes including gross retention and adoption
• Run an AI-leveraged cadence using agents for health signals and meeting prep
• Lead QBRs that connect Numeric to outcomes the customer's CFO cares about
• Develop multi-threaded relationships from staff accountant to CAO
• Create referenceable customers and drive case studies
• Build automated early-warning signals to detect and reverse risk
• Coach customers on running an AI-first close
• Surface expansion signals to Sales
• Route product feedback to Product

Required qualifications

• 5+ years of accounting experience with deep fluency in the monthly close, reconciliations, and financial reporting
• Experience being graded against customer behavior such as retention, adoption, and time-to-value
• Strong communication and problem-solving skills
• AI fluency and a bias for action

Nice to have

• CPA is a strong plus
• Prior customer success or account management experience at a B2B SaaS company selling to finance buyers
• Hands-on NetSuite experience, or depth in another major ERP
• Experience with multi-entity or multi-currency accounting
• Experience running QBRs, save plays, or a structured account cadence

About the company

Numeric is a financial data platform built for the agent era. The company has customers including Anthropic, Plaid, Brex, Betterment, Wealthfront, and Asana.