Customer Success Manager
At a glance
Manager-level Customer Success role at Numeral. Salt Lake City · full-time · $110,000–$165,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Run strategic client accounts, building relationships with finance and tax leaders and tracking the value they receive
- Keep clients engaged through regular check-ins, business reviews and account plans, while addressing issues early
- Own account health and renewals, identify expansion opportunities, and work with Sales to close them
- Bring customer feedback to Product, Engineering, Tax Operations and GTM to shape improvements
- Help the CS Lead refine health scoring, onboarding handoffs and success playbooks, using AI to identify automation opportunities
What you bring
- Experience in customer success, account management, consulting or another client-facing role
- You can investigate client problems, recommend solutions and communicate credibly with finance and executive stakeholders
- You can manage multiple accounts, prioritize work and connect customer health with renewals and revenue growth
Who this fits
This role suits someone who can take initiative across a portfolio and balance trusted-advisor work with commercial ownership. You’ll help build the customer success playbook as part of an early team. The role is hybrid and requires you to be based in Salt Lake City.
From the employer
About Numeral:
At Numeral, we're building the future of tax by bringing together AI agents, human expertise, and global compliance.
We’re the largest and fastest-growing AI-native tax solution. Today, we serve more than 3,500 global businesses, including companies like Supabase, Eight Sleep, and Graza. We’ve grown quickly across our core e-commerce and software segments, more than tripled our revenue every year, and expanded into new industries, including manufacturing, distribution, and wholesale.
Numeral has raised over $157M from Insight Partners, Salesforce Ventures, Benchmark, Mayfield, Y Combinator, and many others.
About the role:
Numeral is hiring Customer Success Managers to join our founding Customer Success team. You'll own relationships with some of our highest-value clients and help drive retention and growth.
This is a front-line role with real ownership: part trusted advisor, part problem-solver, part builder. You'll run your own portfolio of strategic accounts like a business, work directly with finance and tax leaders, and help write the playbook the rest of the team will scale on.
What you'll do:
Own a portfolio of strategic accounts: Be the go-to partner for our high-value clients. Build trusted relationships and make sure each account gets measurable value from Numeral's platform and services.
Deliver a proactive client experience: Get ahead of issues before they become problems. Run regular check-ins, business reviews, and account plans that keep clients engaged and successful.
Drive retention and growth: Own client health, renewals, and churn across your accounts. Spot expansion opportunities and partner with Sales to close.
Be the voice of the customer: Share client feedback with Product, Engineering, Tax Operations, and GTM to influence the roadmap and improve the end-to-end experience.
Help build the playbook: Work with the CS Lead to test and refine health scoring, handoffs from Onboarding, and success playbooks.
Work smarter with automation: Use AI to find automation opportunities so you can spend more time being strategic with clients.
What you'll bring:
Client-facing experience: You've worked in customer success, account management, consulting, or another client-facing role, ideally owning a large portfolio of accounts.
High ownership: You treat your accounts like your own business. You follow through, take initiative, and don't wait to be told what to do.
Consultative problem-solver: You can dig into a client's business, find what's getting in the way, and drive to a solution.
Commercial instincts: You're comfortable talking about value, renewals, and expansion, and you know how customer health connects to revenue.
Organized and prioritized: You can juggle many accounts at once and know where to focus your time for the biggest impact.
Strong communicator: You build credibility with finance and executive stakeholders and work well with technical and operational teams.
AI Fluency: You're excited to use AI and automation to work more efficiently.
Nice to haves:
Management consulting or MBA background
Experience in fintech, SaaS, financial infrastructure, tax, compliance, or finance workflows
High-growth startup environments (Series A–C+)
Experience on an early or newly formed CS team
Location:
This role is hybrid (must be based in Salt Lake City)
What we offer:
Competitive salary and equity - you'll share directly in the company's success
Full medical, dental, and vision coverage
Wellness perks like Headspace and the Peloton One App
401(k) to help you build long-term financial security
Lunch and snacks when you're in the office
Regular team offsites and company events as we grow
A culture built on ownership - your work matters and people will see it!
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