# Associate Solutions Manager

**Company:** [Numeric](https://hotfix.jobs/companies/numeric)
**Location:** San Francisco, CA, New York, NY
**Role:** Customer Success
**Experience:** 3+ years
**Skills:** NetSuite, Quickbooks, Xero, Monthly Close Process, Reconciliations, Financial Operations, Multi-Entity Accounting, Multi-Currency Accounting, Financial Systems Integrations, Automation Tools
**Posted:** 2026-05-13

> Handles 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.

## Job Description

## What You'll Do
- Execute customer onboarding. Partner with Solutions Managers to complete onboarding tasks, conduct training sessions, and help new customers reach "Live" status quickly.
- Own customer health and adoption post-implementation. Drive usage and feature adoption, surface expansion and churn risk before it hits the renewal, and route product feedback back to the team.
- Build enablement resources and scale support. Create help articles, video tutorials, and templates that enable customer self-service. Train AI support agents to improve response quality and reduce support volume.
- Maintain customer health and documentation. Keep account records current, log interactions, track adoption metrics, and proactively identify struggling customers based on usage patterns.
- Drive continuous improvement. Document product feedback and feature requests. Identify opportunities to streamline support workflows and improve team efficiency.

## What You'll Bring
**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.

## Nice to Haves (Not Required)
- Prior customer support or customer success experience at a B2B SaaS company
- Experience with accounting software like **NetSuite**, **QuickBooks**, or **Xero**
- CPA certification or actively pursuing
- Experience with multi-entity or multi-currency accounting
- Understanding of financial systems integrations and automation tools

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