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Numeral is building the future of tax through AI agents, human expertise, and global compliance. The company is the largest and fastest-growing AI-native tax solution, serving over 3,500 global businesses including Supabase, Eight Sleep, and Graza. With Series B funding of over $157M from investors including Insight Partners, Salesforce Ventures, and Benchmark, Numeral has tripled revenue annually and expanded across e-commerce, software, manufacturing, distribution, and wholesale segments.
You will join the founding Customer Success team as a Customer Success Manager, owning a portfolio of strategic, high-value accounts. This is a front-line role with real ownership where you'll act as a trusted advisor and problem-solver for finance and tax leaders at your assigned accounts.
Key responsibilities include:
- Owning a portfolio of strategic accounts and serving as the go-to partner for high-value clients
- Delivering proactive client experiences through regular check-ins, business reviews, and account planning
- Driving retention and growth by monitoring client health, managing renewals, identifying churn risks, and spotting expansion opportunities
- Acting as the voice of the customer by sharing feedback with Product, Engineering, Tax Operations, and GTM teams
- Helping build and refine CS playbooks, health scoring models, and onboarding handoffs alongside the CS Lead
- Leveraging AI and automation to identify efficiency opportunities and focus time on strategic client work
You'll work directly with finance and tax leaders, run your accounts like a business, and help establish the playbook that the broader team will scale on.
REQUIREMENTS:
- Client-facing experience in customer success, account management, consulting, or similar roles, ideally managing a large portfolio of accounts
- High ownership mentality: you treat accounts as your own business, follow through, take initiative, and drive results independently
- Consultative problem-solving skills: ability to understand client business challenges and drive solutions
- Commercial instincts: comfort discussing value, renewals, expansion, and understanding how customer health connects to revenue
- Strong organizational and prioritization skills to manage multiple accounts simultaneously
- Strong communication abilities and credibility with finance and executive stakeholders
- AI fluency and enthusiasm for using AI and automation to work more efficiently
NICE TO HAVES:
- Management consulting background or MBA
- Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows
- Background in high-growth startup environments (Series A–C+)
- Experience on early or newly formed CS teams
