At a glance
- Employment
- Full-time
- Workplace
- Hybrid
- Location
- Salt Lake City
About Numeral
- 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.
About the role
- Numeral is hiring Customer Success Managers to join their founding Customer Success team.
- You will own relationships with high-value clients, driving retention and growth while helping to build the team's operational playbook.
Responsibilities
- Own a portfolio of strategic accounts and serve as the primary partner for high-value clients.
- Deliver a proactive client experience through regular check-ins, business reviews, and account plans.
- Manage client health, renewals, and churn across your assigned portfolio.
- Identify expansion opportunities and partner with Sales to close them.
- Act as the voice of the customer by sharing feedback with Product, Engineering, Tax Operations, and GTM teams.
- Collaborate with the CS Lead to test and refine health scoring, onboarding handoffs, and success playbooks.
- Utilize AI to identify automation opportunities to increase strategic focus.
Requirements
- Client-facing experience in customer success, account management, consulting, or a similar role.
- High ownership mindset with the ability to take initiative and follow through.
- Consultative problem-solving skills to identify and resolve client business challenges.
- Commercial instincts regarding value, renewals, expansion, and the connection between customer health and revenue.
- Strong organizational and prioritization skills to manage multiple accounts simultaneously.
- Strong communication skills to build credibility with finance and executive stakeholders.
- AI fluency and an interest in using automation to improve efficiency.
- Must be based in Salt Lake City.
Preferred qualifications
- Management consulting or MBA background
- Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows
- Experience in high-growth startup environments (Series A–C+)
- Experience on an early or newly formed CS team
Benefits
- Competitive salary and equity
- Full medical, dental, and vision coverage
- Wellness perks including Headspace and the Peloton One App
- 401(k)
- Lunch and snacks when in the office
- Regular team offsites and company events
Workplace
- This role is hybrid.
- Must be based in Salt Lake City.
Skills
- AI
- Automation
- SaaS
- Fintech
