Customer Success Manager

Numeral (YC W23)

. Own a portfolio of strategic accounts and serve as the go-to partner for high-value clients .

Posted 10/6/2026full-timeSalt Lake City • Utah • United StatesMid-LevelSenior💰 $110,000 - $165,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, ensuring measurable value delivery and proactive engagement with high-value clients. Proficient in identifying expansion opportunities and collaborating with cross-functional teams to enhance client success and satisfaction.

Highest-signal resume keywords

Client-Facing ExperienceAccount ManagementConsultative Problem-SolvingAI FluencyExperience in Fintech

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Health ManagementRenewals ManagementChurn ReductionBusiness ReviewsAccount Plans

Soft Skills

Strong CommunicationHigh OwnershipInitiativeCommercial InstinctsAbility to Prioritize

Tools & Technologies

Numeral's PlatformAutomation ToolsHealth Scoring Systems

Certifications & Qualifications

MBA (Nice to Have)

Industry Keywords

FintechSaaSFinancial InfrastructureTaxCompliance

Tech Stack

Tools & technologies

SaltStack

About the role

Key responsibilities & impact

Own a portfolio of strategic accounts and serve as the go-to partner for high-value clients
Build trusted relationships and ensure clients receive measurable value from Numeral's platform and services
Deliver proactive client experiences through regular check-ins, business reviews, and account plans
Own client health, renewals, and churn
Identify expansion opportunities and partner with Sales to close
Share client feedback with Product, Engineering, Tax Operations, and GTM to influence the roadmap
Help test and refine health scoring, onboarding handoffs, and success playbooks
Use AI to identify automation opportunities and work more strategically with clients

Requirements

What you’ll need

Client-facing experience in customer success, account management, consulting, or another client-facing role
Ideally owning a large portfolio of accounts
High ownership and initiative
Consultative problem-solving ability
Commercial instincts around value, renewals, and expansion
Ability to manage and prioritize many accounts
Strong communication with finance and executive stakeholders and technical and operational teams
AI fluency and interest in automation
Management consulting or MBA background (nice to have)
Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows (nice to have)
Experience in high-growth startup environments (Series A–C+; nice to have)
Experience on an early or newly formed CS team (nice to have)
Must be based in 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