Account Manager

Every business relies on accounting. Yet most software in the space was built in the early 2000s — clunky, slow, and far behind the curve on AI. Today, accountants are facing a growing, unsolved data problem as a consequence of complexity, data, and system fragmentation — and they lack the tools to solve it. The problems are real, hard, and increasingly urgent. But they're solvable.

Enter Numeric — the modern financial data platform for accounting and finance. Weaving together data, workflows, and AI-first solutions, we're empowering accounting teams to achieve verifiable, detailed financial data faster and make business decisions with greater confidence.

We have strong product market fit and a growing base of customers who love our product — including Anthropic, Plaid, Brex, Betterment, and many more. We're backed by top-tier investors including Menlo Ventures, IVP, Founders Fund, and 8VC, along with founders and executives from Ramp, Segment, and other category-defining companies.

• Do you love building deep relationships with finance leaders and turning those relationships into measurable business outcomes?

• Ever wish you could focus on strategic account growth rather than juggling transactional accounts?

• Do you get energized by driving expansion revenue through consultative selling and helping customers unlock the full value of their investment?

If any of that resonates, this role is for you. As an Account Manager at Numeric, you'll own a portfolio of our key accounts, driving expansion revenue through quarterly business reviews, proactive feature adoption, and consultative upselling.

This is a quota-carrying role focused on our top-tier NetSuite accounts, where you'll be responsible for driving strong net dollar retention and delivering significant expansion ARR. You'll work closely with Solutions Managers who handle implementation and day-to-day support, while you focus on strategic relationship management, account planning, and revenue growth.

• Own account relationships with our highest-value customers, serving as their trusted business advisor and driving growth opportunities.

• Drive expansion revenue through systematic quarterly business reviews, consultative upselling, and proactive adoption of new capabilities. Develop and execute account plans that map stakeholder relationships and identify multi-quarter growth opportunities.

• Lead renewal conversations for your portfolio, ensuring high retention rates and positioning renewals as expansion opportunities.

• Conduct executive-level presentations including QBRs, ROI analyses, and planning sessions with customer leadership.

• Collaborate cross-functionally with Solutions Managers, Sales, and Product teams to ensure seamless customer experience and represent the voice of the customer internally.

• Account Management Experience: Several years in account management or expansion-focused roles at a B2B SaaS company, with proven track record of consistently exceeding expansion quotas through consultative selling.

• Relationship Building: Excel at building multi-threaded relationships with stakeholders from staff accountants to CFOs. Develop account strategies, identify growth opportunities, and execute multi-quarter plans that drive measurable business outcomes.

• Finance or Accounting Acumen: Understanding of accounting workflows, the monthly close process, and financial operations. Experience working with finance teams is essential; CPA or accounting background is a strong plus.

• Communication Excellence: Run effective QBRs, build quantitative business cases, and influence decision-makers at all levels with clarity and confidence.

• Collaborative Spirit: Work seamlessly with Solutions Managers, Product, and Engineering teams to deliver exceptional customer outcomes.

• CPA and Big 4 accounting experience.

• Experience with NetSuite or other ERP systems.

• Background in selling or managing accounting software, financial tools, or workflow automation.

• Expansion Revenue: Consistently exceed expansion ARR targets and drive portfolio growth quarter over quarter.

• Net Dollar Retention: Maintain strong NDR across your portfolio of accounts through proactive upselling and retention.

• Account Health: Keep customers engaged and satisfied, proactively addressing risks before they become churn.

• Product Adoption: Drive measurable increases in feature adoption and multi-module usage across your accounts.

This role is in person in San Francisco or New York (in office by default but with flexibility to manage your schedule as you see fit).

We strongly believe we will only be successful if everyone on the team is anchored in our following set of core principles:

• 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. Account Managers are responsible not just for relationships, but for driving measurable revenue growth and customer success.

• 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.