Numeric · 3 months ago
Associate Solutions Manager
San Francisco
Full-time
Onsite
Mid Level
$120K/yr - $145K/yr
3+ years expNumeric is a modern financial data platform for accounting and finance, empowering teams to achieve verifiable financial data faster. The Associate Solutions Manager will serve as the operational backbone of the Solutions team, providing frontline customer support, managing onboarding, and ensuring customer satisfaction through effective problem-solving and resource creation.
AccountingAnalyticsArtificial Intelligence (AI)FinTechSoftware
Responsibilities
Own frontline customer support. Serve as first responder via Pylon, Slack, and email. Triage issues, resolve straightforward problems independently, and handle routine operational tasks like permission changes and account settings. Provide extra coverage during month-end close periods
Execute customer onboarding. Partner with Solutions Managers to complete onboarding tasks, conduct training sessions, and help new customers reach 'Live' status quickly
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
Qualification
Required
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
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
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
Learn new software quickly, maintain thorough documentation, and catch details that matter to customers
Comfortable navigating technical systems and eager to build software expertise
Operate with urgency, take initiative, and know when to handle issues independently versus when to escalate to Solutions Managers or Engineering
Preferred
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
Company
Numeric
Numeric is an AI accounting software company that automates accounting workflows and improves financial data management for businesses.
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