Customer Success Manager

WHY NUMERIC

Every business relies on accounting. Yet most software in the space was built in the early 2000s — clunky, slow, and far behind the curve on AI. Today, accountants are facing a growing, unsolved data problem https://numeric.substack.com/p/accountings-data-problem as a consequence of complexity, data, and system fragmentation — and they lack the tools to solve it. The problems are real, hard, and increasingly urgent. But they're solvable.

Enter Numeric — the modern financial data platform for accounting and finance. Weaving together data, workflows, and AI-first solutions, we're empowering accounting teams to achieve verifiable, detailed financial data faster and make business decisions with greater confidence.

We have strong product market fit and a growing base of customers who love our product — including Anthropic, OpenAI, Plaid, Brex, and many more. We're backed by top-tier investors including Menlo Ventures, IVP, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies.

ABOUT THE ROLE

- Do you love being the person a controller calls before they call anyone else?

- Ever wish you owned the whole customer relationship, not just the ticket in front of you?

- Do you measure yourself by whether customers renew, adopt, and expand, not by how many meetings you ran?

If any of that resonates, this role is for you. As a Customer Success Manager, you'll own a book of Numeric customers and be accountable for their health: adoption, value, and renewal. In the AI era, the winner owns the financial data and the workflow. CS is how we make Numeric the system of record customers cannot rip out, recreate, or replace, and you're on the front line of that.

You'll be joining a team of reformed accountants, alumni of EY, PwC, KPMG, and Deloitte, plus in-house teams at companies like Brex, Meta, and WHOOP, who decided building the future of the close beat running one. We're also one of the most ...