Description review
Customer Success Manager
Numeral · Remote - Salt Lake City · back to the listing
HR standards
71/100
solid
Title ↔ description
94/100
strong
Reads as
Customer Success Manager
100% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
Large employers
- Customer Solutions Manager, EDU & SLG Western Region - CSM Amazon.com
- Technical Account Manager, Newspack Automattic
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- Enterprise Customer Success Manager (Japanese speaker) Canonical
- Graduate Customer Success Manager Canonical
Startups
- Manager / Director of Customer Success Craniometrix
- Founding GTM - Deployment Strategist Credal.ai
- Deployment Strategist (Munich Office) Dataleap
- Founding Customer Success Manager Clicks Health
- Founding Deployment Strategist Closure
What the listing never says
- 25 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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!
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!