Onboarding Manager

Reposted One Month Ago
San Francisco, CA, USA
Hybrid
100K-130K Annually
Junior
Fintech • Productivity • Software • Financial Services
The Role
As an Implementation Manager, you will ensure clients successfully onboard by managing the implementation process, providing technical guidance, and creating scalable documentation. You'll work cross-functionally to improve processes and enhance customer experience.
Summary Generated by Built In
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:

We’re looking for an Onboarding Manager to be the face of Numeral for our newest clients. You will guide founders and finance teams from "signed contract" to "fully compliant and live." This role sits at the intersection of project management, technical troubleshooting, and high-touch customer advocacy.

You’ll be joining at a hyper-growth stage where "standard operating procedure" is still being written. You won't just follow a playbook; you’ll help us rewrite it to be faster, leaner, and more automated. If you love the puzzle of complex data and the "win" of a successful launch, this is for you.

What you'll do:
  • Own the Launch: Lead the end-to-end onboarding journey for a high-volume book of business, ensuring every merchant hits their "Go-Live" date with 100% accuracy.

  • Be the Expert: Act as a trusted advisor for clients, guiding them through tax registrations, data transfers, and platform configuration.

  • Drive Velocity: Obsess over "Time-to-Value." Identify bottlenecks in our process and work cross-functionally to remove them.

  • Bridge the Gap: Translate complex customer needs into actionable feedback for our Product and Engineering teams.

  • Build the Engine: Create the documentation, help center articles, and internal playbooks that allow us to scale without losing our "white-glove" touch.

  • Technical Troubleshooting: Dig into data imports and integration settings to ensure our customers' financial data is flowing perfectly.

What you'll bring:
  • 2+ years of experience in Implementation, Onboarding, Customer Success, or Operations. Startup experience is a massive plus.

  • High Operational Rigor: You are a project management pro. You don't let balls drop, and you thrive when juggling 20+ active implementations.

  • Technical Empathy: You can explain complex logic (like tax nexus or API integrations) to a non-technical founder with ease.

  • Bias for Action: When you see a broken process, you fix it. You don't wait for permission to make things better.

  • The "Craft" Mindset: You care about the details. In tax compliance, "almost right" is wrong.

  • 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

Nice to haves:
  • Experience in Fintech, SaaS, or E-commerce ecosystems.

  • Experience using AI tools (LLMs/Prompts) to automate manual parts of your workflow.

  • You’ve been an early employee at a fast-growing company and know how to thrive in "organized chaos."

Location:
  • This role is hybrid (3 days a week in our SF office)

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

  • Relocation assistance to NYC or SF (if needed)

  • 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!

Skills Required

  • 2+ years of experience in Implementation, Onboarding, Customer Success, or Operations
  • Startup experience
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The Company
85 Employees
Year Founded: 2022

What We Do

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.

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