Business Operation & Strategy, Core Products

Reposted 12 Days Ago
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San Francisco, CA, USA
Hybrid
170K-220K Annually
Senior level
Fintech • Financial Services • Automation
The Role
Partnering with the CBO to translate strategy into execution for the core product: design scalable, automation-friendly workflows, improve operating rigor, pull data-driven insights, pilot and scale operational systems, and coordinate cross-functional rollout and prioritization.
Summary Generated by Built In
About Numeral:
  • Numeral is transforming how taxes get done. Digital businesses are currently bogged down by a painful web of regulations across 47 states and 50+ countries. We’re eliminating this burden so teams can focus on their core mission.

  • We’re the largest and fastest growing AI-native tax solution. Started in 2023, Numeral has raised over $57M from Benchmark, Mayfield, Y-Combinator, and many others. We now serve over 2,500 paying customers and have more than tripled our revenue every year in our history.

  • We’re primarily hiring in our SF and NY offices, but do hire remotely in some cases

What you’ll do:
  • Drive execution for the core product: Partner with the CBO and Co-Founders to translate strategy into clear plans, priorities, and execution milestones.

  • Design scalable workflows: Build repeatable, automation-friendly processes for teams using a combination of RPA tools, SQL, and AI agents.

  • Improve operating rigor and efficiency: Identify friction points in product development, launch, and post-launch workflows. Design and implement lightweight processes, dashboards, and operating rhythms to improve execution speed and clarity.

  • Support data-informed decisions: Pull together insights from product, operational, and customer data to inform leadership decisions. Help define and track metrics that reflect product health and operational leverage.

  • Own rollouts from 0–1: Pilot new operational systems, document workflows, train the team, and scale across regions.

  • Crossfunctional collaboration: Help drive planning, prioritization, and follow-through across Product, Engineering, and Operations.

What you’ll bring:
  • 5+ years of experience in Business Operations, Strategy & Operations, Program Management, or Product Operations roles at a high-growth company.

  • Familiarity with process automation tools (Google Sheets, AppScript, RPA frameworks)

  • Strong stakeholder and vendor management skills.

  • Generalist skill set with the ability to move between strategy, execution, and problem-solving.

  • Excellent communication and stakeholder management skills.

  • Strong organizational skills and attention to detail.

  • Comfort working cross-functionally with Product and Engineering teams.

  • Startup mindset: Not scared of ambiguity and hungry for rapid growth

  • Intensity & Ownership: This is not a 9-5 — we’re scaling rapidly and have a massive opportunity ahead of us.

  • Customer Obsession: You deeply care about the user experience and solving their problems

Even better:
  • Experience working closely with senior leadership (COO, CPO, or founders).

  • Exposure to fintech, SaaS, payments, or regulated industries.

  • Strong analytical skills (Excel / Sheets; SQL familiarity a plus).

  • Experience building operating cadences (OKRs, planning cycles, execution reviews).

  • Prior experience at an early-stage or rapidly scaling company.

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!

Top Skills

Ai Agents
Apps Script
Excel
Google Sheets
Rpa Frameworks
SQL
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The Company
HQ: San Francisco, California
16 Employees
Year Founded: 2022

What We Do

Numeral specializes in advanced financial automation solutions, designed for high-volume businesses. We streamline complex processes like revenue recognition and cash reconciliation, enhancing efficiency and accuracy. Our platform integrates seamlessly with existing systems, providing real-time insights and control over financial operations. Empowering finance teams with innovative technology, Numeral is the partner of choice for businesses seeking to elevate their financial strategy and operations.

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