Onboarding Team Lead

The role

You will manage and scale the implementation engine by leading a team of 10+ Implementation Managers. You will also act as a player-coach by owning a book of approximately 10 accounts.

What you will do

• Own ~10 customer implementations end-to-end
• Oversee a high-performing team of 10+ Implementation Managers
• Own hiring, onboarding, and ongoing training
• Drive team-level outcomes including Time-to-Value (TTV), onboarding completion rates, and CSAT
• Build and refine scalable playbooks and internal tooling
• Use data to identify bottlenecks, forecast capacity, and address gaps
• Act as the primary escalation point for complex implementations
• Partner with Product and Engineering to translate frontline insights into roadmap influence
• Help define how onboarding evolves as Numeral expands its product offering

Required qualifications

• 5+ years of experience in implementation, onboarding, or operations
• At least 2+ years specifically managing or leading teams through high-growth phases
• AI Fluency: use AI to improve team efficiency or customer workflows
• Technical Intuition: comfortable discussing APIs, data migrations, and complex logic
• Process-Building Mindset: ability to design workflows from scratch and iterate on them
• High Ownership: bias for action and the figure-it-out factor
• Excellent communication skills across both technical and non-technical stakeholders

Nice to have

• Experience managing onboarding/implementation in a high-growth SaaS or Fintech environment
• Experience supporting mid-market or enterprise customers
• Comfort with data analysis (SQL, advanced spreadsheets)

Benefits

• Competitive salary and equity
• Full medical, dental, and vision coverage
• Wellness perks like Headspace and the Peloton One App
• 401(k)
• Relocation assistance to NYC or SF (if needed)
• Lunch and snacks when you're in the office
• Regular team offsites and company events

About the company

Numeral is an AI-native tax solution serving more than 3,500 global businesses. They have raised over $157M from investors including Insight Partners, Salesforce Ventures, Benchmark, Mayfield, and Y Combinator.