Numerated

Customer Success Lead

Numerated$120K — $150K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience, including 3+ years in a leadership role managing a small team
  • Experience in building customer-facing functions from the ground up
  • Proven track record of directly influencing critical performance metrics like GDR and NDR
  • Strong systems design skills, focusing on creating effective operating systems for customer success
  • Familiarity with AI-driven solutions and automation within customer success
  • Ability to engage with high-level financial discussions and stakeholders

Responsibilities

  • Cultivate customer loyalty by creating champions and generating case studies
  • Establish a comprehensive operating system for customer success metrics
  • Directly manage the growth and retention metrics of the customer base
  • Define adoption metrics and drive change management processes
  • Recruit and mentor customer success managers as the team expands

Benefits

  • Flexible work environment with a focus on team collaboration
  • Opportunity for personal and professional growth in a scaling company
  • Strong emphasis on innovative and first-principles approaches to problems
  • High trust environment with significant autonomy and responsibility
  • Engagement in a mission-driven company culture that values results and continuous improvement
Full Job Description
About This Role

Own Customer Success. Build the function that keeps Numeric customers healthy, adopted, and renewing. In the AI era, the winner owns the financial data and the workflow. CS is how we make Numeric the system of record that customers cannot rip out, recreate, or replace. We're looking for someone to own this function end-to-end: the operating system, the team, and the number.

What You'll Do
  • Make customers love Numeric. Build champions, drive case studies, and own a world-class post-sales motion.
  • Build the operating system. Health scoring, QBR cadence, escalation paths, save-play library, exec sponsor program. The bones exist; your job is to mature them into a system that holds as the book and expectations grow.
  • Hit GDR. Own the number. Define healthy vs. at-risk vs. churning, and put a save playbook behind each state.
  • Design the activation model. Define what "adopted" means per product and drive change management and time to value.
  • Scale the team. Coach and hire CSMs as we grow.


About You
  • 8+ years total, with 3+ years managing a team of ~3-8 (owned hiring, headcount, and performance - not just mentoring).
  • Built a customer-facing function. You stood up the playbook, not inherited it. Title doesn't have to read "CS": Implementation Lead, Chief of Staff, PM owning a customer motion, or consultant-turned-operator all qualify if the work was the same shape.
  • Owned a hard outcome number directly. GDR above all, plus NDR, GRR, TTV, activation, and expansion. You've been graded against customer behavior, not activity.
  • Systems designer. You design the operating system, not just run it: signal, play, owner, review loop, dashboard, cadence, escalation.
  • AI-fluent. You build systems where others repeat tasks, and infrastructure where others rely on effort.
  • Credible in a Controller/CAO room. You can hold your own in implementation, audit, or accounting-tech conversations. CPA optional.
  • Player-coach. Numeric is under 100 people. Not a hands-off VP. Not a commercial seat.


Nice To Haves
  • Implementation or Solutions Lead who's owned go-live and adoption and wants the long arc of the relationship.
  • PM or Chief of Staff at a complex-buyer SaaS, looking to own a P&L-adjacent function end-to-end.
  • Consultant-turned-operator who's already led a team and a number.
  • Classic CS or AM leader from a peer SaaS who can name the number they moved and exactly how.


How We Work
  • Brick by Brick: To win, our team needs to show up and execute in each domain every day.
  • Love the Game: We focus on the craft and a deep sense of giving a f*ck. We're building a company full of people who are equally engaged and motivated.
  • SALY: We refuse to accept "Same As Last Year." For too long, accounting and finance systems have reflected outdated processes instead of reimagining what's possible. We're driven by a first-principles approach to building better solutions.
  • Own the Outcome: We own our results. We typically hire builders and give them large mandates with high-trust. Engineers are responsible not just for code, but for ensuring the product solves the end problems of the users.
  • Earn the right: We're impatient to deliver results. We relentlessly iterate, measure, and improve. Every day is an opportunity to beat our prior best, raising the bar for the value we deliver to customers. E Pluribus Unum-eric.

About Numerated

Numerated is a financial technology company that provides a digital lending platform for banks and credit unions. The platform uses artificial intelligence and machine learning algorithms to automate the lending process, from application to underwriting to funding. Numerated's solutions help financial institutions increase loan volume, reduce costs, and improve customer experience. The company was founded in 2017 and is headquartered in Boston, Massachusetts.
Learn more about Numerated
Size
50 employees
Industry
Founded
2017

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