Customer Success Manager

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.

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 your health signals, meeting prep, and follow-ups; you spend your hours on the judgment calls and relationships they can't make. 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 (who own the commercial number) and route product feedback to Product with specifics, then bring the roadmap back to customers with a point of view

Requirements

5+ years of accounting experience with deep fluency in the monthly close, reconciliations, and financial reporting; Credible in a room of controllers because you've done the work; Been graded against customer behavior (retention, adoption, time-to-value) rather than activity, and can name the number you moved and how; Build real relationships, have favorite customers, and take churn personally; Run a tight executive conversation and can also roll up your sleeves to diagnose a broken reconciliation workflow; Build systems where others repeat tasks; use AI tools in your own daily workflow and expect your customers to as well

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

Benefits

Flexible schedule