← All roles

Customer Success Associate

Numeric· Solutions
Apply on company site
Hybrid (San Francisco), Hybrid (New York)$100k - $145kFull-timePosted 11mo ago

About the role

Entry-point role in the Customer Success team focused on scaled CS motions, AI-assisted customer engagement, and adoption of Numeric’s Financial Data Platform. Hybrid role located in San Francisco or New York, with potential path to Customer Success Manager within 12-18 months.

Responsibilities

  • Run the scaled CS motion with agents at your side. Own digital touchpoints, adoption campaigns, webinars, and office hours across our long-tail book, and build the AI agents that handle the repeatable outreach so every customer gets proactive attention, not just the largest ones.
  • Monitor customer health at machine scale. Instrument usage and adoption signals across the book, build automated risk alerts, and flag struggling customers to CSMs early with a clear read on what's wrong.
  • Power the QBR motion. Use AI to pull usage data and draft adoption stories so CSM-led business reviews land with real evidence. Your job is the insight, not the copy-paste.
  • Teach the AI, then let it scale you. Create help articles, videos, and templates, and train our support and CS agents on them so every answer gets faster and better over time.
  • Drive feature adoption. When we ship new products, run the campaigns that get existing customers using them, including coaching customers on Numeric's AI features themselves.
  • Close the product feedback loop. Document what customers ask for and route it to Product with the context that makes it actionable.

Qualifications

  • 2-5 years of accounting experience with real fluency in the monthly close and reconciliations. Public accounting backgrounds welcome, including straight out of Big 4; a year or more in-house at a high-growth company is a plus.
  • You genuinely care about customers succeeding and get satisfaction from proactive saves, not just reactive fixes.
  • Strong communication & problem-solving: ability to explain complex accounting concepts clearly in writing and on calls, and to diagnose issues from signals like usage changes.
  • Technical & detail-oriented: quick learner of software, comfortable working with usage data, and excited to build with AI tools.
  • Bias for action & collaboration: operate with urgency, take initiative on what you can own, and know when to pull in a CSM.

Skills

Required:Accounting foundationCustomer-centric mindsetCommunication & problem-solvingTechnical & data literacy

Benefits

  • Hybrid but in-office first, with flexibility to manage schedule
  • In-office locations in San Francisco and New York
  • Opportunity to work with AI-forward post-sales teams and internal tooling
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

More open roles at Numeric