Solutions Manager at Numeric

San Francisco, California, United States

Numeric Logo
$100,000 – $200,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, Accounting Software, SaaSIndustries

Requirements

  • Customer-Centric Approach: A commitment to creating tailored solutions that enhance and simplify the user experience, with 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; excitement about the future of accounting and how modern software improves customers' lives

Responsibilities

  • Own an onboarding experience that delights customers: Usher end-to-end onboarding, improve existing processes, assess unique workflows and needs, and help implement best practices on Numeric
  • Provide product advice: Act as a trusted advisor, offer best practices, templates, and thoughtful advice; usher customers through onboarding and successful activation; ensure timely responses to support requests, train AI support agents, and engage 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: Organize and share key customer feedback with product and engineering teams to inform product strategy and roadmap
  • Contribute to a culture of rapid iteration and learning: Get product experiences in front of customers quickly and foster an environment of trust and open dialogue
  • Scale impact as the company grows: Help customers successfully adopt new functionality to improve their existing workflows

Skills

Customer Onboarding
Workflow Assessment
Best Practices
Product Advisory
AI Support
Resource Creation
Webinars
Templates
Customer Feedback

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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