Numeric

Financial Services

CustomerSuccessLead

$160–190k New York, New York, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Lead candidates.

The Brief

“Customer Success Lead at Numeric. Skills: Customer Success, Team management, Outcome ownership. Own Customer Success. Build the function”

What You'll Achieve.

Hit GDR; Own the number; Move the number

Industry & Context.

Financial Services
Problems you'll solve

First-principles approach

What They're Looking For.

Must Have

8+ years total experience, 3+ years managing a team, Owned a hard outcome number directly, Credible in a Controller/CAO room

Nice to Have

Implementation or Solutions Lead, PM or Chief of Staff, Consultant-turned-operator, Classic CS or AM leader

What You'll Do.

Keep customers healthy

Drive customer adoption

Ensure customer renewal

Own post-sales motion

Build operating system

Define healthy vs. at-risk

Put save playbook behind each state

Design activation model

Drive change management

How You'll Work.

Team & Collaboration

Cross-functional teams; Work with product team

Communication Scope

Executive presentations

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 https://numeric.substack.com/p/accounting-will-retrace-the-path. Enter Numeric — the modern platform for accounting and finance. We're building the platform that realizes the dream of live, rich, trustworthy data and insights for companies to drive decision-making & execution. We tackle foundational challenges required to automate ingest, transformation, matching, projection, and reporting for an end-to-end graph of financial data. Weaving together data, automation, workflows, and AI-first experiences, we're empowering accounting teams to own the continuous window into companies' finances and activity. We have strong product market fit and a growing base of customers who love our product — including Anthropic, Brex, OpenAI, Plaid, Wealthfront, and many more. We're backed by top-tier investors including IVP, Menlo Ventures, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies. ABOUT THIS ROLE Own Customer Success. Build the function that keeps Numeric customers healthy, adopted, and renewing. In the AI era, the winner owns the financial data and the workflow. CS is how we make Numeric the system of record that customers cannot rip out, recreate, or replace. We're looking for someone to own this function end-to-end: the operating system, the team, and the number.   WHAT YOU'LL DO - Make customers love Numeric. Build champions, drive case studies, and own a world-class post-sales motion. - Build the operating system. Health scoring, QBR cadence, escalation paths

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