Numeric

SaaS

AssociateSolutionsManager

$100–145k San Francisco, California, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Associate Solutions Manager at Numeric. Skills: Customer support, Onboarding execution, Customer health and adoption, Enablement resources, Scale support, Accounting foundation. Execute customer onboarding. Partner with Solutions Managers to complete onboarding tasks, conduct training sessions, and help new customers reach "Live" status quickly”

What You'll Achieve.

Support Excellence: Maintain fast response times, resolve the majority of tickets without escalation, and achieve high customer satisfaction scores; Onboarding Execution: Support multiple customer onboardings per quarter with quick time-to-Live; Documentation & Enablement: Create high-quality resources that reduce support volume and enable self-service; Reliable Medic Coverage: Successfully handle rotation duties during business hours and month-end close periods; Team Impact: Become a product expert quickly and free up significant Solutions Manager capacity through excellent execution on tactical work

Industry & Context.

SaaS
Problems you'll solve

Break down issues methodically and find solutions using your technical accounting knowledge and pattern recognition

Eligibility Requirements

Reliable Medic Coverage: Successfully handle rotation duties during business hours and month-end close periods

What They're Looking For.

Must Have

3-4+ years of accounting experience including Big 4 public accounting and 1-2 years in-house at a tech or high-growth company, Deep understanding of the monthly close process, reconciliations, and financial operations, Eager to transition your accounting expertise into a customer-facing role, Explain complex accounting concepts clearly in writing and on calls, Break down issues methodically and find solutions using your technical accounting knowledge and pattern recognition, Learn new software quickly, maintain thorough documentation, and catch details that matter to customers, Comfortable navigating technical systems and eager to build software expertise, Operate with urgency, take initiative, and know when to handle issues independently versus when to escalate to Solutions Managers or Engineering

Nice to Have

Prior customer support or customer success experience at a B2B SaaS company, Experience with accounting software like NetSuite, QuickBooks, or Xero, CPA certification or actively pursuing, Experience with multi-entity or multi-currency accounting, Understanding of financial systems integrations and automation tools

What You'll Do.

Execute customer onboarding

Partner with Solutions Managers to complete onboarding tasks

conduct training sessions

and help new customers reach "Live" status quickly

Own customer health and adoption post-implementation

Drive usage and feature adoption

surface expansion and churn risk before it hits the renewal

and route product feedback back to the team

Build enablement resources and scale support

and templates that enable customer self-service

Train AI support agents to improve response quality and reduce support volume

Maintain customer health and documentation

Keep account records current

track adoption metrics

and proactively identify struggling customers based on usage patterns

Drive continuous improvement

Document product feedback and feature requests

Identify opportunities to streamline support workflows and improve team efficiency

How You'll Work.

Team & Collaboration

Partner with Solutions Managers to complete onboarding tasks; Route product feedback back to the team; Escalate to Solutions Managers or Engineering when necessary

Communication Scope

Explain complex accounting concepts clearly in writing and on calls

Full Job Description

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, Plaid, Brex, Betterment, 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 first line of support for customers who need help? - Ever wish you could be the person who turns a frustrated customer into a delighted champion? - Do you get energized by solving tactical problems while learning the strategic side of customer success? If any of that resonates, this role is for you. As an Associate Solutions Manager, you'll be the operational backbone of our Solutions team, handling customer support, managing onboarding execution, and ensuring our customers get fast, high-quality assistance when they need it most. This role is perfect for someone early in their career who wants hands-on experience in SaaS customer success while building deep expertise in accounting and finance workflows. You'll work closely with Solutions Managers who handle strategic account management, while you focus on the tactical execution that keeps customers happy and productive. This is the

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