AI-Driven Customer Success Manager

Numeric; San Francisco (CA); On-site; USD 145,000 - 170,000; Full time

Job summary

Numeric is seeking a Customer Success Manager to own a book of accounts, drive adoption, and maximize renewals in a fast-growing AI-forward post-sales team.

You will lead AI-assisted health signals, guide executive conversations, and build deep relationships from staff accountants to CAOs. Strong accounting background and CPA are valued as you help customers transform their close processes with Numeric.

Qualifications

• 5+ years of accounting experience with deep fluency in the monthly close, reconciliations, and financial reporting.
• Proven ability to retain and grow customer relationships through value delivery and outcomes.
• Demonstrated ability to build relationships and manage churn.
• Strong written and verbal communication; capable of guiding executive conversations.
• Experience using AI tools in daily workflows and driving AI-enabled processes.

Responsibilities

• Own a book of customers and its outcomes; accountable for retention and adoption across accounts.
• Lead an AI-leveraged cadence; prepare and run QBRs tied to CFO-focused outcomes.
• Build champions with multi-threaded relationships across staff to CAO levels.
• Detect and reverse risk with automated signals and proactive save plays.
• Define what adopted means for each product and coach customers on AI-native close workflows.

Skills

Accounting Foundation

Outcome Ownership

Customer-Centric Mindset

Strong Communication & Problem-Solving

AI Fluency & Bias for Action

Education

CPA certification

Tools

NetSuite

Job description

Numeric is seeking a Customer Success Manager to own a book of accounts, drive adoption, and maximize renewals in a fast-growing AI-forward post-sales team.

You will lead AI-assisted health signals, guide executive conversations, and build deep relationships from staff accountants to CAOs. Strong accounting background and CPA are valued as you help customers transform their close processes with Numeric.