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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer success management with a focus on financial outcomes, leveraging AI tools for account health monitoring and product adoption. Proven ability to build strong relationships across various levels of finance organizations and effectively communicate strategic insights.
Highest-signal resume keywords
5+ Years Of Accounting ExperienceDeep Fluency In Monthly CloseAI Fluency And Experience Using AI ToolsStrong Executive Communication SkillsCPA Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ReportingReconciliationsCustomer RetentionProduct AdoptionAccount ManagementQBRsSave PlaysMulti-Entity AccountingMulti-Currency AccountingDiagnosing Reconciliation Workflows
Soft Skills
Problem-Solving SkillsRelationship Building
Tools & Technologies
AI AgentsNetSuiteERP Systems
Certifications & Qualifications
CPA
Industry Keywords
B2B SaaSFinance BuyersCustomer Success
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own a book of Numeric customers and be accountable for adoption, value, renewal, and gross retention
- Know each account’s health state and maintain a plan for each account
- Use AI agents for health signals, meeting preparation, and follow-ups
- Lead QBRs connecting Numeric to CFO-relevant outcomes
- Build multi-threaded relationships from staff accountant to CAO
- Create referenceable customers and drive case studies
- Build early-warning signals, identify at-risk accounts, and run save plays
- Define product adoption and coach controllers on AI-first close workflows
- Connect customer agents to their financials in Numeric
- Surface expansion signals to Sales and route specific product feedback to Product
- Communicate roadmap updates to customers
- Produce success plans, business reviews, relationship maps, champions, references, and case studies
Requirements
What you’ll need- 5+ years of accounting experience
- Deep fluency in monthly close, reconciliations, and financial reporting
- Credibility with controllers based on practical accounting experience
- Experience measured against customer behavior, including retention, adoption, and time-to-value
- Strong executive communication and problem-solving skills
- Ability to diagnose broken reconciliation workflows
- AI fluency and experience using AI tools in daily workflows
- CPA is a strong plus
- Prior customer success or account management experience at a B2B SaaS company selling to finance buyers is nice to have
- Hands-on NetSuite or another major ERP is nice to have
- Multi-entity or multi-currency accounting experience is nice to have
- Experience running QBRs, save plays, or a structured account cadence is nice to have
- Must commit to working in person 5 days per week in San Francisco or New York
- Must answer whether employment visa sponsorship will be required
Benefits
Comp & perks- Equity
- Flexible schedule management
- AI-forward tools and internal tooling