Customer Success Associate

Numeric
San Francisco
Workplace: OnsiteFull timeUSD 100,000 - 145,000 annuallyFunction: Solutions Engineering & Sales EngineeringExperience: 3-4 yearsSkills: ["Communication","Problem-solving","Customer service","Documentation","Learning agility"]

Join the Solutions team as the operational backbone, handling customer onboarding, driving adoption, and enabling scale in a SaaS accounting platform. You’ll work closely with Solutions Managers to ensure fast, high-quality customer support and a path to Solutions Manager within 12-18 months. Ideal for someone early in their career eager to combine accounting expertise with customer success in a high-growth environment.

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Numeric
Numeric
10 months ago

Customer Success Associate

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 22 hours agoStatus: Live

Job Summary

Join the Solutions team as the operational backbone, handling customer onboarding, driving adoption, and enabling scale in a SaaS accounting platform. You’ll work closely with Solutions Managers to ensure fast, high-quality customer support and a path to Solutions Manager within 12-18 months. Ideal for someone early in their career eager to combine accounting expertise with customer success in a high-growth environment.
Location: San Francisco
Workplace: Onsite
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Entry level

Key Responsibilities

  • •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 renewal, and route product feedback back to the team.
  • •Build enablement resources and scale support. Create help articles, video tutorials, 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, log interactions, 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.

Pay and Benefits

Salary: USD 100,000 - 145,000 annually
Equity and Bonus:Equity
Perks:Equity

Key Requirements

  • •Accounting foundation: 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 monthly close, reconciliations, and financial operations.
Experience:3-4 yearsSaaSAccountingFinance
Skills:CommunicationProblem-solvingCustomer serviceDocumentationLearning agility
Tech Stack:Accounting softwareERPNetSuiteQuickBooksXero

Company Brief

Numeric
Numeric builds an AI accounting automation platform that streamlines month-end close, reconciliations, variance analysis, and technical accounting research for finance teams at private and public companies.
Industry: Enterprise Software
Company Size: Medium (51 to 250 employees)
Growth: Growth Stage Startup
Funding: Series A
Headquarters: San Francisco, United States
Founded: 2021
WebsiteLinkedInGlassdoor