Customer Success Associate

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 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, OpenAI, Plaid, Brex, 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 seeing a customer go from "we bought this" to "we can't work without this"? Ever wish you could help hundreds of accounting teams at once instead of one ticket at a time? Do you get energized by spotting the customer who's quietly struggling before they ever raise their hand? If any of that resonates, this role is for you. As a Customer Success Associate, y [... source excerpt omitted ...] toring customer health across our book, driving adoption of new products, and building the content and AI-powered systems that let a small team deliver a great experience to every customer. This is the entry point into our Customer Success team, built 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 alongside Customer Success Managers who own strategic accounts, with a clear path to Customer Success Manager within 12-18 months. You'll be joining a team of reformed accountants, alumni of EY, PwC, KPMG, and Deloitte, plus in-house teams at companies like Brex, Me [... source excerpt omitted ...] ning one. We're also one of the most AI-forward post-sales teams in SaaS: we build our own AI agents and internal tooling rather than waiting for someone to build it for us. What You'll Do Run the scaled CS motion with agents at your side. Own digital touchpoints, adoption campaigns, webinars, and office hours across our long-tail book, and build the AI agents that handle the repeatable outreach so every customer gets proactive attention, not just the largest ones. Monitor customer health at machine scale. Instrument usage and adoption signals across the book, build automated risk alerts, and flag struggling customers to CSMs early with a clear read on what's wrong. Power t