Customer Success Manager

Numeral; Salt Lake City (UT); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Competitive salary & equity

Medical, dental, and vision

Wellness apps (Headspace, Peloton)

401(k)

Office snacks & lunch

Team offsites

Ownership culture

Job summary

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.

Responsibilities

• 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.

Job description

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!