Customer Success Manager

Numeral

Salt Lake City (UT)

Hybride

USD 100 000 - 140 000

Plein temps

Il y a 8 jours
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Avantages offerts par ce poste

Competitive salary & equity
Medical, dental, and vision
Wellness apps (Headspace, Peloton)
401(k)
Office snacks & lunch
Team offsites
Ownership culture

Résumé du poste

Numeral is hiring Customer Success Managers to join our founding CS team in Salt Lake City. You’ll own relationships with high-value clients, drive retention and growth, and partner with finance and tax leaders to scale success across a portfolio.

This front-line role blends advisory work with hands-on problem solving and process building. You’ll work in a hybrid setup, empowering clients with Numeral’s AI-driven tax platform and services.

Qualifications

  • Client-facing experience in CS, AM, or consulting roles.
  • Strong ownership and accountability for client portfolios.
  • Consultative problem-solving to remove client barriers.
  • Commercial instincts with renewals and expansion.
  • Excellent organization to manage many accounts.
  • Clear communication with finance and executives; cross-functional teamwork.
  • AI fluency and willingness to adopt automation.

Responsabilités

  • Own a portfolio of strategic accounts and build trusted relationships.
  • Deliver proactive client experiences with regular check-ins and business reviews.
  • Drive retention and growth through renewals and expansion opportunities.
  • Advocate for the customer by feeding feedback to Product, Engineering, and GTM teams.
  • Collaborate with CS leadership to refine health scoring and onboarding handoffs.
  • Leverage AI to automate tasks and focus on strategic client work.

Description du poste

About Numeral:

At Numeral, we're building the future of tax by bringing together AI agents, human expertise, and global compliance.

We’re the largest and fastest-growing AI-native tax solution. Today, we serve more than 3,500 global businesses, including companies like Supabase, Eight Sleep, and Graza. We’ve grown quickly across our core e-commerce and software segments, more than tripled our revenue every year, and expanded into new industries, including manufacturing, distribution, and wholesale.

Numeral has raised over $157M from Insight Partners, Salesforce Ventures, Benchmark, Mayfield, Y Combinator, and many others.

About the role:

Numeral is hiring Customer Success Managers to join our founding Customer Success team. You'll own relationships with some of our highest-value clients and help drive retention and growth.

This is a front-line role with real ownership: part trusted advisor, part problem-solver, part builder. You'll run your own portfolio of strategic accounts like a business, work directly with finance and tax leaders, and help write the playbook the rest of the team will scale on.

What you'll do:
  • Own a portfolio of strategic accounts: Be the go-to partner for our high-value clients. Build trusted relationships and make sure each account gets measurable value from Numeral's platform and services.

  • Deliver a proactive client experience: Get ahead of issues before they become problems. Run regular check-ins, business reviews, and account plans that keep clients engaged and successful.

  • Drive retention and growth: Own client health, renewals, and churn across your accounts. Spot expansion opportunities and partner with Sales to close.

  • Be the voice of the customer: Share client feedback with Product, Engineering, Tax Operations, and GTM to influence the roadmap and improve the end-to-end experience.

  • Help build the playbook: Work with the CS Lead to test and refine health scoring, handoffs from Onboarding, and success playbooks.

  • Work smarter with automation: Use AI to find automation opportunities so you can spend more time being strategic with clients.

What you'll bring:
  • Client-facing experience: You've worked in customer success, account management, consulting, or another client-facing role, ideally owning a large portfolio of accounts.

  • High ownership: You treat your accounts like your own business. You follow through, take initiative, and don't wait to be told what to do.

  • Consultative problem-solver: You can dig into a client's business, find what's getting in the way, and drive to a solution.

  • Commercial instincts: You're comfortable talking about value, renewals, and expansion, and you know how customer health connects to revenue.

  • Organized and prioritized: You can juggle many accounts at once and know where to focus your time for the biggest impact.

  • Strong communicator: You build credibility with finance and executive stakeholders and work well with technical and operational teams.

  • AI Fluency: You're excited to use AI and automation to work more efficiently.

Nice to haves:
  • Management consulting or MBA background

  • Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows

  • High-growth startup environments (Series A–C+)

  • Experience on an early or newly formed CS team

Location:
  • This role is hybrid (must be based in Salt Lake City)

What we offer:
  • Competitive salary and equity - you'll share directly in the company's success

  • Full medical, dental, and vision coverage

  • Wellness perks like Headspace and the Peloton One App

  • 401(k) to help you build long-term financial security

  • Lunch and snacks when you're in the office

  • Regular team offsites and company events as we grow

  • A culture built on ownership - your work matters and people will see it!

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