Strategic Account Manager at Numeric

San Francisco, California, United States

Apply Now

$150,000 – $250,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Accounting, Finance, TechnologyIndustries

Requirements

Several years in account management or expansion-focused roles at a B2B SaaS company, with proven track record of consistently exceeding expansion quotas through consultative selling
Excel at building multi-threaded relationships with stakeholders from staff accountants to CFOs; develop account strategies, identify growth opportunities, and execute multi-quarter plans that drive measurable business outcomes
Understanding of accounting workflows, the monthly close process, and financial operations; experience working with finance teams is essential; CPA or accounting background is a strong plus
Run effective QBRs, build quantitative business cases, and influence decision-makers at all levels with clarity and confidence
Work seamlessly with Solutions Managers, Product, and Engineering teams to deliver exceptional customer outcomes

Responsibilities

Own strategic account relationships with highest-value customers, serving as their trusted business advisor and driving growth opportunities
Drive expansion revenue through systematic quarterly business reviews, consultative upselling, and proactive adoption of new capabilities
Develop and execute account plans that map stakeholder relationships and identify multi-quarter growth opportunities
Lead renewal conversations for your portfolio, ensuring high retention rates and positioning renewals as expansion opportunities
Conduct executive-level presentations including QBRs, ROI analyses, and strategic planning sessions with customer leadership
Collaborate cross-functionally with Solutions Managers, Sales, and Product teams to ensure seamless customer experience and represent the voice of the customer internally

Skills

NetSuite

Account Management

Consultative Selling

Upselling

Quarterly Business Reviews

Net Dollar Retention

Expansion ARR

Strategic Accounts

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.

Land your dream remote job 3x faster with AI

Try Jobo Free