Customer Success Associate

Numeric

. Run the scaled Customer Success motion across the long-tail customer book .

Posted 10/2/2026full-timeUnited StatesJuniorMid-Level💰 $100,000 - $145,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer success strategies, leveraging AI tools for customer engagement and adoption while possessing strong accounting knowledge and the ability to communicate complex concepts effectively.

Highest-signal resume keywords

Customer Success ManagementAI Tool UtilizationAccounting ExperienceDigital Customer ProgramsContent Creation

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Monthly CloseReconciliationsData AnalysisRisk DetectionUsage MonitoringAutomationWebinar ManagementHelp Article CreationCustomer OutreachFeedback Routing

Soft Skills

Customer-Centric MindsetProactive ApproachProblem-Solving AbilityCollaborationInitiative

Tools & Technologies

NetSuiteQuickBooksXero

Certifications & Qualifications

CPA Certification

Industry Keywords

B2B SaaSCustomer SuccessEnablement

About the role

Key responsibilities & impact

Run the scaled Customer Success motion across the long-tail customer book
Own digital touchpoints, adoption campaigns, webinars, and office hours
Build AI agents that automate repeatable customer outreach
Monitor customer health and instrument usage and adoption signals
Build automated risk alerts and flag struggling customers to Customer Success Managers
Support QBRs by using AI to pull usage data and draft adoption stories
Create help articles, videos, and templates
Train support and Customer Success agents on enablement content
Drive adoption of newly launched products and coach customers on Numeric’s AI features
Document customer requests and route actionable feedback to Product
Ensure proactive customer touchpoints, early risk detection, product adoption, and reduced inbound volume

Requirements

What you’ll need

2–5 years of accounting experience
Real fluency in the monthly close and reconciliations
Customer-centric mindset and proactive approach to customer success
Ability to explain complex accounting concepts clearly in writing and on calls
Problem-solving ability to turn usage signals into concrete diagnoses
Ability to learn software quickly and work with usage data
Enthusiasm for building with AI tools
Bias for action, initiative, and collaboration
Nice to have: prior customer success, support, or enablement experience at a B2B SaaS company
Nice to have: experience with NetSuite, QuickBooks, or Xero
Nice to have: CPA certification or actively pursuing
Nice to have: experience building content, running webinars, or managing digital customer programs
Required resume submission
Required response to the accounting-concept application question

Benefits

Comp & perks

Equity
Hybrid work with flexibility to manage your schedule
Clear path to Customer Success Manager within 12–18 months