NumericSan Francisco, CAHandles tactical customer support, onboarding execution, and adoption monitoring for accounting SaaS platform. Requires 3-4+ years accounting experience (Big 4 + tech in-house) with strong problem-solving and communication skills.
Accounting Foundation: 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: You genuinely care about helping customers succeed and take pride in delivering fast, thoughtful support. Eager to transition your 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 your 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 and eager to build software expertise.
Bias for Action & Collaboration: Operate with urgency, take initiative, and know when to handle issues independently versus when to escalate to Solutions Managers or Engineering.
Fast Track Onboarding Specialist providing personalized 1:1 support to help customers onboard A2P numbers, manage compliance, SLAs, and resolve issues for strategic Twilio accounts. Requires 2+ years A2P experience, strong customer focus, and ability to handle up to 12 accounts while meeting strict SLAs.
Customer Success Manager responsible for onboarding, driving product adoption, and ensuring retention/growth for PandaDoc clients in a pooled, high-volume support model. Requires 2-3 years SaaS CS experience, strong communication, AI tool proficiency, and ability to identify upsell opportunities.
Pooled Customer Success Manager supporting SMB customers in a shared, task-oriented model. Handle round-robin cases for onboarding, escalations, renewals, and risk mitigation to drive retention (GRR/NRR) and adoption in a B2B SaaS environment. Requires 1+ years customer-facing experience, strong organization, and Salesforce proficiency.
Customer Success Manager supporting SMB accounts in healthcare verticals. Own retention, upsells, training, business reviews, and advocacy while collaborating cross-functionally to drive customer value and reduce churn.
Senior Customer Success Manager managing a portfolio of 15-30 mid-market accounts. Drive retention, expansion, and measurable business outcomes through analytics, executive stakeholder management, process improvement, and product feedback.