Solutions Manager

About Numeric

Every business relies on accounting. Yet existing software in the space are from the early 2000s clunky, slow, and haven't kept up with advancements in AI.

At Numeric, we're taking a first-principles re-think of how businesses manage their financial data. We're incorporating AI, modern design practices, and database structures that are flexible, powerful, and built to integrate with the rest of company's tech stack.

The market opportunity is massive. Our customers, including names like Plaid, WealthFront, and Brex, love the product. Best in class investors are excited (like Menlo Ventures & Founders Fund).

About the Role

We're growing rapidly and are looking for a Solutions Manager who can support our customers and ensure they have a positive and productive experience with our products. We are looking for someone who cares deeply about crafting delightful user experiences, thrives on complex challenges, and builds in a systematic, scalable manner.

What You'll Do

Own an onboarding experience that delights our customer. You'll work to usher our end-to-end onboarding experience and help to improve existing processes. You'll also help assess customers' unique workflows and needs and help them implement best practices on Numeric.

Provide product advice. You'll be a trusted advisor to our customers, going above and beyond to provide them with best practices, templates, and thoughtful advice. Ushering them through onboarding and successful activation on the Numeric platform. Ensure timely responses to support requests, helping train our AI support agents and engaging in live conversations as-needed.

Promote Learning & Collaboration. Create and update customer resources like onboarding guides, videos, webinars, templates, and more.

Help define the future of Numeric's products. You'll organize and share key customer feedback with our product and engineering team, helping inform our product strategy and roadmap.

Contribute to a culture of rapid iteration and learning. You'll help us get product experiences in front of customers quickly, and you'll foster an environment of trust and open dialogue so we can learn and grow together.

Scale your impact as we grow. As our product surface area grows, you'll help customers successfully adopt new functionality to improve their existing workflows.

What You'll Bring

Customer-Centric Approach : A commitment to creating tailored solutions that enhance and simplify the user experience. You should have at least 3 years of experience in a customer-facing role.

Strategic Systematic Thinking : Demonstrated ability to break down complex customer needs and product capabilities into coherent and scalable solutions.

Problem-Solving Prowess : Proven expertise in deconstructing challenges and crafting efficient, effective resolutions that benefit both the customer and the product.

Adaptability : A history of thriving in dynamic environments, quickly pivoting as needs evolve, and a bias towards action and iterative improvement.

Passion for Accounting & Finance : Some accounting and / or finance experience is preferred, but the desire to engross yourself in the subject matter is required. To be successful in this role, you'll be excited about living and breathing the future of accounting and diving into how modern software can improve the lives of our customers.

Nice to Haves (Not Required) :

Background in treasury management or inventory accounting

Familiarity with NetSuite or similar ERP systems

Experience with multi-entity and / or multi-currency accounting

Exposure to audit processes and internal control frameworks

Hands-on experience with financial systems integrations or automation tools

Ability to write and run basic SQL queries to support product or business analysis

What We Care About

We are an early startup, and our culture and values will continue to be defined by the people who join us on this journey.

Today, there are a few things that we double down on that we believe will lead to outsized early success

Trust & Autonomy : we are a small team with big ambitions. Speed is our advantage and we maximize it by equipping everyone with the knowledge, tools, and support to make important decisions and take ownership of their work. As a result, we get a lot more done than people expect us to.

Continuous Improvement : we care deeply about shortening the time to value for what we build and move quickly to release product and features. How we hire reflects this value as well.

Curiosity : finance and accounting systems need a first-principled rethink. The ways in which we differentiate our product, company, and culture will be defined by our ability to challenge conventions and consistently embody a learning mindset. All team members engage with our customers and take an active role in identifying opportunities to define solutions & improve our product.