Associate Solutions Manager at Numeric

San Francisco, California, United States

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$120,000 – $145,000Compensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Accounting, Finance, TechnologyIndustries

Requirements

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: genuinely care about helping customers succeed and take pride in delivering fast, thoughtful support. Eager to transition 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 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

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

Skills

Key technologies and capabilities for this role

Customer SupportOnboardingCustomer SuccessSaaSAccounting WorkflowsFinance Workflows

Questions & Answers

Common questions about this position

What is the salary range for the Associate Solutions Manager position?

The salary range is $120K - $145K.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What skills are needed for this role?

The role requires strong customer support skills, ability to triage and resolve issues independently, experience with onboarding and training, and skills in creating enablement resources like help articles and video tutorials.

What is the career growth path for this position?

This is the most common entry point into the Solutions team, with a clear path to Solutions Manager within 12-18 months.

What makes a strong candidate for this Associate Solutions Manager role?

Ideal candidates love being the first line of support, turning frustrated customers into delighted champions, get energized by solving tactical problems while learning strategic customer success, and are early in their career seeking hands-on SaaS experience in accounting and finance workflows.

Numeric

Financial close management solutions for enterprises

About Numeric

Numeric.io provides financial close management solutions designed to streamline the month-end close process for large enterprises. The platform integrates features for closing, reconciling, and analyzing financial data, enhancing collaboration and control over financial processes. It automates complex tasks to ensure financial controls are maintained, helping companies remain audit-ready. Numeric.io operates on a Software-as-a-Service (SaaS) model, where clients subscribe for access to its features, allowing for continuous updates and support. This approach enables Numeric.io to cater to both mid-sized and large corporations with tailored solutions for their financial close needs. The company's goal is to transform how businesses manage their financial close processes, making them faster, more accurate, and efficient.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$40.4MTotal Funding

SERIES_ACompany Stage

Enterprise Software, FintechIndustries

1-10Employees

Benefits

Remote Work Options

Flexible Work Hours

Risks

Competition from established firms like BlackLine and FloQast may impact Numeric's market share.

Rapid AI advancements require continuous innovation, potentially straining Numeric's resources.

Data privacy concerns and regulatory scrutiny could pose compliance challenges for Numeric.

Differentiation

Numeric offers a unified platform for financial close management, enhancing efficiency and accuracy.

The company targets large enterprises and IPO-preparing firms, providing tailored financial solutions.

Numeric's SaaS model ensures continuous updates and support, maintaining client satisfaction and loyalty.

Upsides

Numeric raised $28M in Series A funding, boosting its growth and development potential.

Strategic partnership with Riveron enhances Numeric's AI-driven financial management solutions for CFOs.

Growing demand for AI-driven financial solutions supports Numeric's market expansion and innovation.

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