Customer Success Lead

Numeral (YC W23)

. Build and operationalize Numeral's Customer Success function from the ground up .

Posted 10/6/2026full-timeUnited StatesSenior💰 $165,000 - $225,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and scaling Customer Success functions, with a focus on defining metrics, workflows, and automation to drive customer retention and satisfaction. Proven ability to manage and develop teams while fostering strategic relationships with customers and cross-functional partners.

Highest-signal resume keywords

Customer Success Function DevelopmentTeam Management and CoachingCustomer Retention and SatisfactionScalable Workflow ImplementationExperience in Fintech or SaaS

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Success MetricsHealth ScoringRenewal WorkflowsEngagement ModelsAutomation ToolsOnboarding ProcessesAccount Growth StrategiesOperational Challenges ResolutionCustomer Feedback AnalysisStrategic Relationship Management

Soft Skills

Strategic ThinkingCredibility BuildingCollaborationProblem SolvingCoaching

Tools & Technologies

AI ToolsAutomation Software

Industry Keywords

FintechSaaSFinancial InfrastructureTax ComplianceFinance WorkflowsHigh-Growth Startup ExperienceEnterprise AccountsMid-Market Accounts

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Build and operationalize Numeral's Customer Success function from the ground up
Define segmentation, engagement models, health scoring, renewal workflows, and success playbooks
Hire, onboard, and develop Customer Success Managers
Create enablement, rituals, reporting, metrics, workflows, and automation for team scalability
Own strategic customer relationships and measurable customer value
Partner with Sales to identify expansion opportunities
Drive retention, customer health, long-term satisfaction, upsells, NRR, CSQLs, and ROI
Build processes for enterprise and mid-market accounts
Represent the customer across Product, Engineering, Tax Operations, and GTM
Surface customer feedback and influence roadmap priorities
Use automation and tooling to improve onboarding, proactive support, and predictable renewals

Requirements

What you’ll need

Experience building or scaling Customer Success, Account Management, or Post-Sales functions in high-growth startup environments
Experience hiring, managing, and coaching teams
Track record of improving adoption, retention, satisfaction, and account growth
Ability to think strategically while solving operational challenges and working directly with customers
Experience implementing scalable workflows and defining Customer Success metrics
Interest in using AI and automation
Ability to build credibility with customer executives and work with technical and operational teams
Experience in Fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows is a nice to have
Experience in Series A–C+ high-growth startup environments is a nice to have
Exposure to both high-touch enterprise and scaled mid-market customer motions is a nice to have
Must be based in San Francisco or Salt Lake City

Benefits

Comp & perks

Equity
Full medical, dental, and vision coverage
Wellness perks like Headspace and the Peloton One App
401(k)
Lunch and snacks when you're in the office
Regular team offsites and company events
Culture built on ownership