Senior Customer Success Manager at Numeric

New York, New York, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Technology, FinTechIndustries

Requirements

5+ years of experience in a customer facing role including customer success, relationship management, sales, or pre-sales, consulting, technology delivery, account management within or servicing Capital Markets clients with quantitative finance or analytics use cases
Demonstrated experience with or understanding of financial engineering, financial modeling, and derivative pricing
Ability to discuss complex financial concepts (e.g., yield curves, derivatives pricing, structured products issuance, VaR, XVA, PFE) with practitioners
Exceptional Stakeholder management skills including the ability to build and nurture strategic relationships within cross functional teams and managing account risks and issues escalations as necessary
Exceptional collaboration and communication skills with the ability to influence multiple stakeholders, prospective and actual clients without direct authority
Empathic communicator being the voice of the customer internally and closely engaged with the customers to maximize the success of their solutions
Skills to proactively orchestrate the customer’s journey towards their goals
Bachelor's degree (inferred from "Bach")

Responsibilities

Build and manage strategic relationships with senior stakeholders (Quants, Risk Managers, Traders) and delight them with a customer-centric attitude
Devise and lead proactive success strategy execution with assigned customer accounts, carry out regular business reviews with key stakeholders
Become an expert in our customers' quantitative workflows, specifically regarding valuation, risk, and pricing, to support them strategically
Work closely with Sales, Product Development and Services teams to ensure an exceptional customer experience
Be a customer advocate while capturing customer feedback and reporting requests to internal stakeholders and senior management
Efficiently manage time to focus on essential activities including but not limited to business reviews, working sessions, trainings, quant to quant engagements to ensure customer satisfaction, retention, and account growth
Support revenue retention and growth through increased service adoption and increased usage
Identify and forecast expansion opportunities and partner with sales to successfully close such opportunities
Promote and build advocacy relationships with strategic customers acting as a marketing channel through case studies, speaking opportunities, references, etc
Determine usage patterns and use them to gain insights and provide guidance to Sales, Marketing and Product Strategy in identifying opportunities and increase customer satisfaction
Orchestrate the customer’s journey towards their business and technical goals, serving as the go-to person across all Numerix solutions
Contribute to or architect the strategic path for customers across front and middle office banking operations, including trading, risk management, valuations, and portfolio management
Travel to meet clients on regular basis - approximately 10%

Skills

Key technologies and capabilities for this role

Customer SuccessQuantitative FinanceRisk ManagementFinancial ModelingPricingStakeholder ManagementBusiness ReviewsCross-functional CollaborationSales EnablementProduct FeedbackAccount ManagementQuantitative WorkflowsValuation

Questions & Answers

Common questions about this position

What experience is required for the Senior Customer Success Manager role?

Candidates need 5+ years of experience in a customer facing role including customer success, relationship management, sales, or pre-sales, consulting.

Is travel required in this position?

Yes, the role involves travel to meet clients on a regular basis, approximately 10%.

What salary or compensation does this role offer?

This information is not specified in the job description.

What are the main responsibilities of a Senior Customer Success Manager at Numerix?

Responsibilities include building strategic relationships with senior stakeholders like Quants, Risk Managers, and Traders, leading proactive success strategies, becoming an expert in customers' quantitative workflows, and collaborating with Sales, Product Development, and Services teams.

What kind of customers will I work with in this role?

You will work directly with quantitative, trading, and risk management customers, including senior stakeholders such as Quants, Risk Managers, and Traders.

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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