Customer Success Lead

Every business runs on accounting, but the systems underneath it were built for a different era. Today’s ERPs don’t store a company’s financial data. They store a diluted copy of it. Every contract, lease, and invoice gets flattened into a journal entry, and the context that made it meaningful is thrown away. That’s why accounting teams spend every month re-checking numbers, stitching together spreadsheets, and waiting on engineering, and why AI struggles to do real accounting work. Accounting doesn’t have a reporting problem. It has a data problem.

Enter Numeric: the data platform finance teams run on. We started with the month-end close, where the data problem hurts most, and hundreds of finance teams now run their close on Numeric. That work led us to rebuild the system of record itself. In September 2026 we launched the Financial Data Platform (FDP), a platform built for the agent era. Instead of a journal entry, the real business object enters the system and the accounting is derived from it. Every number is traceable to its source, reporting works on any dimension, and accountants and AI agents finally have enough context to work together. While others bolted AI features onto the old data model, we built a new one.

We have a growing base of customers who love our product, including Anthropic, Plaid, Brex, Betterment, Wealthfront, and Asana. We’ve raised $89M from top-tier investors including IVP, Menlo Ventures, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies. We’re hybrid but in-office first, with teams in New York, San Francisco, and London, and we just shipped the product that will define our next decade. There’s never been a better time to join.

Own Customer Success. Build the function that keeps Numeric customers healthy, adopted, and renewing. In the AI era, the winner owns the financial data and the workflow. CS is how we make Numeric the system of record that customers cannot rip out, recreate, or replace. We're looking for someone to own this function end-to-end: the operating system, the team, and the number.

• Make customers love Numeric. Build champions, drive case studies, and own a world-class post-sales motion.

• Build the operating system. Health scoring, QBR cadence, escalation paths, save-play library, exec sponsor program. The bones exist; your job is to mature them into a system that holds as the book and expectations grow.

• Hit GDR. Own the number. Define healthy vs. at-risk vs. churning, and put a save playbook behind each state.

• Design the activation model. Define what "adopted" means per product and drive change management and time to value.

• Scale the team. Coach and hire CSMs as we grow.

• 8+ years total, with 3+ years managing a team of ~3–8 (owned hiring, headcount, and performance — not just mentoring).

• Built a customer-facing function. You stood up the playbook, not inherited it. Title doesn't have to read "CS": Implementation Lead, Chief of Staff, PM owning a customer motion, or consultant-turned-operator all qualify if the work was the same shape.

• Owned a hard outcome number directly. GDR above all, plus NDR, GRR, TTV, activation, and expansion. You've been graded against customer behavior, not activity.

• Systems designer. You design the operating system, not just run it: signal, play, owner, review loop, dashboard, cadence, escalation.

• AI-fluent. You build systems where others repeat tasks, and infrastructure where others rely on effort.

• Credible in a Controller/CAO room. You can hold your own in implementation, audit, or accounting-tech conversations. CPA optional.

• Player-coach. Numeric is under 100 people. Not a hands-off VP. Not a commercial seat.

• Implementation or Solutions Lead who's owned go-live and adoption and wants the long arc of the relationship.

• PM or Chief of Staff at a complex-buyer SaaS, looking to own a P&L-adjacent function end-to-end.

• Consultant-turned-operator who's already led a team and a number.

• Classic CS or AM leader from a peer SaaS who can name the number they moved and exactly how.

• Brick by Brick: To win, our team needs to show up and execute in each domain every day.

• Love the Game: We focus on the craft and a deep sense of giving a f*ck. We're building a company full of people who are equally engaged and motivated.

• SALY: We refuse to accept "Same As Last Year." For too long, accounting and finance systems have reflected outdated processes instead of reimagining what's possible. We're driven by a first-principles approach to building better solutions.

• Own the Outcome: We own our results. We typically hire builders and give them large mandates with high-trust. Engineers are responsible not just for code, but for ensuring the product solves the end problems of the users.

• Earn the right: We're impatient to deliver results. We relentlessly iterate, measure, and improve. Every day is an opportunity to beat our prior best, raising the bar for the value we deliver to customers. E Pluribus Unum-eric.