Customer Success Associate Jobs in Novato, CA (NOW HIRING)

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 being the first line of support for customers who need help?

Ever wish you could be the person who turns a frustrated customer into a delighted champion?

Do you get energized by solving tactical problems while learning the strategic side of customer success?

If any of that resonates, this role is for you. As an Associate Solutions Manager, you'll be the operational backbone of our Solutions team, handling customer support, managing onboarding execution, and ensuring our customers get fast, high-quality assistance when they need it most.

This role is perfect for someone early in their career who wants hands-on experience in SaaS customer success while building deep expertise in accounting and finance workflows. You'll work closely with Solutions Managers who handle strategic account management, while you focus on the tactical execution that keeps customers happy and productive. This is the most common entry point into our Solutions team, with a clear path to Solutions Manager within 12-18 months.

• Execute customer onboarding. Partner with Solutions Managers to complete onboarding tasks, conduct training sessions, and help new customers reach "Live" status quickly.

• Own customer health and adoption post-implementation. Drive usage and feature adoption, surface expansion and churn risk before it hits the renewal, and route product feedback back to the team.

• Build enablement resources and scale support. Create help articles, video tutorials, and templates that enable customer self-service. Train AI support agents to improve response quality and reduce support volume.

• Maintain customer health and documentation. Keep account records current, log interactions, track adoption metrics, and proactively identify struggling customers based on usage patterns.

• Drive continuous improvement. Document product feedback and feature requests. Identify opportunities to streamline support workflows and improve team efficiency.

• Accounting Foundation: 3-4+ years of accounting experience including Big 4 public accounting and 1-2 years in-house at a tech or high-growth company. Deep understanding of the monthly close process, reconciliations, and financial operations.

• Customer-Centric Mindset: You genuinely care about helping customers succeed and take pride in delivering fast, thoughtful support. Eager to transition your accounting expertise into a customer-facing role.

• Strong Communication & Problem-Solving: Explain complex accounting concepts clearly in writing and on calls. Break down issues methodically and find solutions using your technical accounting knowledge and pattern recognition.

• Technical & Detail-Oriented: Learn new software quickly, maintain thorough documentation, and catch details that matter to customers. Comfortable navigating technical systems and eager to build software expertise.

• Bias for Action & Collaboration: Operate with urgency, take initiative, and know when to handle issues independently versus when to escalate to Solutions Managers or Engineering.

• Prior customer support or customer success experience at a B2B SaaS company

• Experience with accounting software like NetSuite, QuickBooks, or Xero

• CPA certification or actively pursuing

• Experience with multi-entity or multi-currency accounting

• Understanding of financial systems integrations and automation tools

• Support Excellence: Maintain fast response times, resolve the majority of tickets without escalation, and achieve high customer satisfaction scores

• Onboarding Execution: Support multiple customer onboardings per quarter with quick time-to-Live

• Documentation & Enablement: Create high-quality resources that reduce support volume and enable self-service

• Reliable Medic Coverage: Successfully handle rotation duties during business hours and month-end close periods

• Team Impact: Become a product expert quickly and free up significant Solutions Manager capacity through excellent execution on tactical work

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. Even in support roles, you're responsible for customer outcomes, not just task completion.

• 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.