Position Overview: The Customer Success Manager position is a dynamic role designed for someone excited to understand client pain points and work towards making Numeral a truly hands off experience. You’ll be working directly with our largest customers. And, you’ll work cross-functionally with teams across Numeral, from sales and support to design and engineering. You are a project-lead and quarterback, and your goal is to ensure our clients are cared for, troubleshoot issues and work with across multiple teams to find solutions.
📝 Responsibilities:
Become an expert at how Numeral operates, learning every part of how our operations fit together.
Hop on calls and answer daily emails from clients in a timely and professional manner.
Go above and beyond to offer a truly awesome experience for our customers.
Always be thinking and providing feedback about how our onboarding process can improve.
Move fast, but also have an intense attention to detail, so that clients are set up for success in the long-run.
Curious/Inquisitive: Ensure you and the client are on the same page about issues to be tackled. Understanding the root cause of a specific problem is the only way to solve it in the long run and prevent it from happening again.
Ownership: following up with the client in a timely manner, as well as with internal teams, is key to the role.
🎓 Qualifications:
At least 2 years of professional experience in customer success, account management, biz ops, or consulting roles.
Client advocate: You go above and beyond to create an awesome customer experience.
Highly organized: You pay attention to the tiniest details and create personal systems in your day-to-day to ensure nothing slips.
Project manager: You can see a problem and recognize the steps needed to overcome obstacles. And then, you can execute. You’re able to work cross-functionally with ease.
Multitasker: You can juggle multiple clients and projects and issues at the same time, and again, ensure nothing slips.
Selfless: You assist your teammates, support your clients, ultimately, help Numeral become better each day.
Benefits:
Competitive salary
Stock options
Full healthcare
Generous vacation
Access to 401(k) program
Location:
Preference for SF Bay Area, but open to remote.
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What We Do
Numeral specializes in advanced financial automation solutions, designed for high-volume businesses. We streamline complex processes like revenue recognition and cash reconciliation, enhancing efficiency and accuracy. Our platform integrates seamlessly with existing systems, providing real-time insights and control over financial operations. Empowering finance teams with innovative technology, Numeral is the partner of choice for businesses seeking to elevate their financial strategy and operations.
