Numeric · 3 months ago
Solutions Manager
San Francisco
Full-time
Onsite
Mid LevelNumeric is a modern financial data platform for accounting and finance, focusing on empowering accounting teams with AI-first solutions. The Solutions Manager role involves enhancing customer onboarding experiences, providing product advice, and shaping the future of Numeric's products through customer feedback and collaboration.
AccountingAnalyticsArtificial Intelligence (AI)FinTechSoftware
Responsibilities
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
Qualification
Required
Passion for Accounting & Finance: You should be eager to immerse yourself in the subject by living and breathing the future of accounting and how modern software can improve the lives of our customers
Customer-Centric Approach: You're passionate about understanding customer needs and crafting solutions that make their lives easier
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
Preferred
CPA (Certified Public Accountant)
Background in treasury management or inventory accounting
Hands-on experience with NetSuite. You understand its capabilities, limitations, and how finance teams rely on it
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
Company
Numeric
Numeric is an AI accounting software company that automates accounting workflows and improves financial data management for businesses.
Founded in 2021
51-200 employees
H1B Sponsorship
Numeric has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (12)
2024 (22)
2023 (22)
2022 (17)
2021 (12)
2020 (16)
Funding
Current Stage
Growth StageTotal Funding
$89MKey Investors
IVPMenlo Ventures
2025-11-19Series B· $51M
2024-10-10Series A· $28M
2024-05-07Seed· $10M
Leadership Team
Parker Gilbert
Co-Founder, CEO
Recent News
MenloVentures
2025-12-30
alleywatch.com
2025-11-24
Company data provided by crunchbase