Onboarding Manager
At a glance
Mid-level Customer Success role at Numeral. San Francisco · full-time · $100,000–$130,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Lead each client from signed agreement through an accurate, fully live launch
- Guide founders and finance teams through registrations, data transfers, and platform setup
- Investigate imports and integration settings so customer financial data moves correctly
- Find onboarding delays, remove process blockers, and send practical needs to Product and Engineering
- Create help content, documentation, and internal playbooks for scalable high-touch onboarding
What you bring
- At least two years in implementation, onboarding, customer success, or operations
- Strong project management discipline for handling more than twenty active implementations
- Ability to explain tax nexus and API integrations clearly to nontechnical founders
- A detail-focused approach where nearly correct work is unacceptable in tax compliance
- Comfort fixing broken processes independently and working through ambiguity
Who this fits
You’ll suit a customer-facing operator who enjoys complex data, technical troubleshooting, and hands-on launch ownership. The role expects comfort with rapid growth, unclear processes, and sustained intensity rather than a fixed nine-to-five schedule. It is hybrid, with three days each week in the San Francisco office.
From the employer
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!
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