Numeral Customer Success Manager owning relationships with high-value clients to drive retention and growth at Numeral. Role includes managing strategic accounts, delivering proactive client experiences, and influencing product improvements.
Responsibilities
Numeral is hiring Customer Success Managers to join our founding Customer Success team. You'll own relationships with some of our highest-value clients and help drive retention and growth.
This is a front-line role with real ownership: part trusted advisor, part problem-solver, part builder. You'll run your own portfolio of strategic accounts like a business, work directly with finance and tax leaders, and help write the playbook the rest of the team will scale on.
Own a portfolio of strategic accounts: Be the go-to partner for our high-value clients. Build trusted relationships and make sure each account gets measurable value from Numeral's platform and services.
Deliver a proactive client experience: Get ahead of issues before they become problems. Run regular check-ins, business reviews, and account plans that keep clients engaged and successful.
Drive retention and growth: Own client health, renewals, and churn across your accounts. Spot expansion opportunities and partner with Sales to close.
Be the voice of the customer: Share client feedback with Product, Engineering, Tax Operations, and GTM to influence the roadmap and improve the end-to-end experience.
Help build the playbook: Work with the CS Lead to test and refine health scoring, handoffs from Onboarding, and success playbooks.
Work smarter with automation: Use AI to find automation opportunities so you can spend more time being strategic with clients.
What you'll bring:
Client-facing experience: You've worked in customer success, account management, consulting, or another client-facing role, ideally owning a large portfolio of accounts.
High ownership: You treat your accounts like your own business. You follow through, take initiative, and don't wait to be told what to do.
Consultative problem-solver: You can dig into a client's business, find what's getting in the way, and drive to a solution.
Qualification
High ownership and initiativeConsultative problem-solving skillsCommercial instincts related to valueManagement consulting or MBA backgroundExperience in fintech
Required
Client-facing experience in customer success, account management, consulting, or similar
High ownership and initiative
Consultative problem-solving skills
Commercial instincts related to value, renewals, and expansion
Organized and able to prioritize multiple accounts
Strong communication skills with finance, executive, technical, and operational teams
Preferred
Management consulting or MBA background
Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows
High-growth startup environments (Series A–C+)
Experience on an early or newly formed CS team
This role is hybrid (must be based in Salt Lake City)
