Numeric
Customer Success Associate
$100K–$145K
San Francisco +1 · On-site · Full-time · Posted May 13, 2026
- Location
- San Francisco
New York - Experience
- 2–5 years of accounting experience; public accounting backgrounds welcome, including straight out of Big 4. One or more years in-house at a high-growth company is a plus.
About the job
Runs scaled customer success programs, monitors customer health and adoption, builds AI-powered outreach and support systems, and helps accounting teams get value from Numeric’s products.
What you'll do
- Manage digital touchpoints, adoption campaigns, webinars, and office hours across the scaled customer book; build AI agents for repeatable outreach.
- Track usage and adoption, create risk alerts, and surface customer issues and evidence for CSMs and business reviews.
- Create customer education content, drive new-feature adoption, and relay actionable feedback to Product.
What they ask for
- 2–5 years of accounting experience, with fluency in the monthly close and reconciliations.
- Strong written and verbal communication, including explaining complex accounting concepts and diagnosing customer issues.
- Ability to learn software quickly and work with usage data; enthusiasm for building with AI tools.
- Proactive, collaborative approach with initiative and sound judgment about when to involve a CSM.
Nice to have
- Customer success, support, or enablement experience at a B2B SaaS company.
- Experience with NetSuite, QuickBooks, or Xero; CPA certification or pursuit; or experience creating content, running webinars, or managing digital customer programs.
Pay
$100K – $145K (base salary)
Tools
NetSuite, QuickBooks, Xero
AI focus
Build AI agents for customer outreach; use AI to compile usage data and draft adoption stories; create and train support and CS agents with customer education content; coach customers on Numeric’s AI features.
Model-written summary · the original posting is authoritative