Head of Solutions

About Numeric

We've started with a suite of products to help accounting teams and firms put the month-end close on autopilot and ensure that financial controls are in place and continuously monitored.

We have a live product with some amazing customers and are backed by great investors including Founders Fund, Menlo Ventures, IVP, and 8VC.

We will share more once we meet!

About the role

We're growing rapidly and are looking for a Solutions Leader who can support our customers and ensure they have a positive and productive experience with our products. We are looking for someone who cares deeply about crafting delightful user experiences, thrives on complex challenges, and builds in a systematic, scalable manner.

This role will build out teams that lead customer onboarding and activation, support our sales team, and oversee ongoing account management.

What you'll do

• Lead & Develop the Solutions Team: You will build and lead a high-performing Solutions team. Set a strategic vision for onboarding and customer success that aligns with Numeric’s growth goals, aiming to scale this team as revenue growth continues. Hire, coach, and mentor team members, fostering an environment of continuous learning and development.

• Oversee Exceptional Onboarding Experiences: Establish, refine, and execute our end-to-end onboarding process, ensuring it scales with our product and customer base. Create an onboarding framework that is structured yet flexible, able to adapt to varying customer needs, and set the foundation for long-term success with our product.

• Customer Advocacy & Partnership: Serve as a key voice of the customer, building strong relationships and ensuring that customers feel supported from their initial onboarding through renewals. Act as a trusted advisor, providing strategic and actionable recommendations for leveraging Numeric’s platform to its fullest potential.

• Collaborate Cross-Functionally: Partner with Product, Engineering, and Sales to continuously improve our solutions based on customer feedback, identifying opportunities for product enhancements and streamlining workflows to elevate customer experiences. Play a central role in aligning internal teams on the voice of the customer.

• Implement Scalable Processes & Tools: Establish and refine operational workflows, tools, and KPIs to drive efficiency and accountability across the Solutions team. Develop data-driven insights to measure customer success, anticipate challenges, and implement proactive solutions.

• Foster a High-Performance, Customer-Centric, Product-Minded Culture: Champion a culture of rapid iteration, data-informed decision-making, and adaptability. Lead by example, promoting transparency, accountability, and a strong custromer-centric approach within your team and across the organization.

What you'll bring

• Leadership Experience: 5+ years in customer success, solutions management, or onboarding, with at least 2 years of experience in a team lead or management role. Proven track record of hiring, developing, and scaling teams in a high-growth environment.

• Strategic Vision with Operational Expertise: Demonstrated ability to translate high-level strategy into actionable and scalable solutions. Skilled at setting clear priorities, designing repeatable processes, and driving cross-functional initiatives that support both customer and business goals.

• Customer-Obsessed Approach: A commitment to deeply understanding customer needs and advocating for solutions that deliver meaningful outcomes. Passionate about creating experiences that delight customers and drive long-term loyalty.

• Data-Driven Mindset: Comfortable utilizing data to assess team performance, inform strategic decisions, and continuously improve onboarding and customer success processes. Experience implementing metrics and KPIs to measure customer satisfaction, compliance with SLAs, and overall team impact.

• Adaptability & Growth Mindset: Proven ability to lead in fast-paced, evolving environments. Embraces challenges and brings a hands-on, solutions-oriented approach to problem-solving. Thrives on feedback and fosters a culture of continuous improvement and learning.

• Passion for Numeric’s Mission: Enthusiasm for the finance and accounting space and a strong belief in our mission to empower accounting teams through innovative software. Willingness to dive deep into the subject matter to drive product and customer success. Bonus points for those with a CPA / operational accounting background!

What we care about

We are an early startup, and our culture and values will continue to be defined by the people who join us on this journey. So expect our values to change over time as we incorporate new ideas and ensure they reflect the diversity of voices that make up Velocity.

Today, there are a few things that we double down on that we believe will lead to outsized early success

1. Trust & Autonomy — we are a small team with big ambitions. Speed is our advantage and we maximize it by equipping everyone with the knowledge, tools, and support to make important decisions and take ownership of their work. As a result, we get a lot more done than people expect us to.

2. Continuous Improvement — we care deeply about shortening the time to value for what we build and move quickly to release product and features. How we hire reflects this value as well. A little bit of slope makes up for a lot of y-intercept.

3. Written Communication - we emphasize strong documentation and a scientific approach to evaluating and addressing problems. We believe a culture of writing promotes systematic thinking, creates shared institutional knowledge, and drives alignment of plans & priorities.

4. Curiosity — finance and accounting systems need a first-principled rethink. The ways in which we differentiate our product, company, and culture will be defined by our ability to challenge conventions and consistently embody a learning mindset. All team members engage with our customers and take an active role in identifying opportunities to define solutions & improve our product.