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Customer Success Manager

Numeric· Solutions
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Hybrid (San Francisco)$145k - $170kFull-timePosted 11mo ago

About the role

Customer Success Manager responsible for owning a book of Numeric customers, driving health metrics (adoption, value, renewal), and guiding customers toward an AI-native close with AI-assisted processes and multi-stakeholder relationships.

Responsibilities

  • Own a book of customers and its outcomes. You're accountable for gross retention and adoption across your accounts, not for activity. You'll know every account's health state and have a plan behind each one.
  • Run an AI-leveraged cadence. Agents assemble health signals, meeting prep, and follow-ups; you spend your hours on judgment calls and relationships. Lead QBRs that connect Numeric to outcomes the customer's CFO cares about.
  • Build champions. Develop multi-threaded relationships from staff accountant to CAO, create referenceable customers, and drive case studies.
  • 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.
  • 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 and route product feedback to Product with specifics, then bring the roadmap back to customers with a point of view.

Qualifications

  • 5+ years of accounting experience with deep fluency in the monthly close, reconciliations, and financial reporting. CPA is a strong plus.
  • Outcome ownership mindset with measurable impact on retention, adoption, and time-to-value.
  • Customer-centric mindset with ability to build real relationships and manage churn.
  • Strong communication and problem-solving skills for executive conversations and hands-on diagnostics.
  • AI fluency and bias for action; experience building or using AI tools in daily workflow.

Skills

Required:Accounting foundationOutcome ownershipCustomer-centric mindsetCommunication & problem solvingAI fluency

Benefits

  • Hybrid in-office first (San Francisco or New York) with flexible scheduling.
Last updated Oct 8, 2026. Interested? Apply on the company site.

About Numeric

AI-Powered Close Automation

With Numeric, leading teams organize their close, streamline reconciliations, and leverage AI for auto-drafted flux analysis and lightning-fast reporting.

AccountingAIAutomationFinancial Reports
Company profileWebsite

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