Customer Success Lead

San Francisco (HQ) · Salt Lake City · Full-time · Hybrid · Posted Oct 6, 2026

At a glance

At Numeral, we're building the future of tax by bringing together AI agents, human expertise, and global compliance.
We’re the largest and fastest-growing AI-native tax solution. Today, we serve more than 3,500 global businesses, including companies like Supabase, Eight Sleep, and Graza. We’ve grown quickly across our core e-commerce and software segments, more than tripled our revenue every year, and expanded into new industries, including manufacturing, distribution, and wholesale.
Numeral has raised over $157M from Insight Partners, Salesforce Ventures, Benchmark, Mayfield, Y Combinator, and many others.

Numeral is seeking a Customer Success Lead to build and scale the Customer Success function from the ground up.
This is a builder role that combines strategy, operations, and entrepreneurship to shape the client experience and drive customer growth.
The role involves working directly with customers while designing the systems, processes, and team structure to support a rapidly growing client base.

Design and operationalize the Customer Success motion, including segmentation, engagement models, health scoring, and renewal workflows.
Hire, onboard, and develop CSMs while creating enablement, rituals, and reporting for team scaling.
Own strategic customer relationships and ensure clients realize measurable value from the platform.
Partner with Sales to identify expansion opportunities.
Drive key metrics including Net Revenue Retention (NRR), Customer Success Qualified Leads (CSQLs), and ROI.
Build processes to support enterprise and mid-market accounts, implementing metrics and automation for efficiency.
Act as the voice of the customer internally by partnering with Product, Engineering, Tax Operations, and GTM teams.
Use an AI-first lens to automate onboarding, proactive support, and renewal processes.

Experience building or scaling Customer Success, Account Management, or Post-Sales functions in high-growth startup environments.
Proven experience hiring, managing, and coaching teams.
Track record of improving adoption, retention, satisfaction, and account growth.
Ability to think strategically while performing hands-on operational tasks and building processes from scratch.
Experience implementing scalable workflows and defining CS metrics.
Strong communication skills with the ability to build credibility with customer executives and technical teams.
Must be based in San Francisco or Salt Lake City.