Onboarding Manager

San Francisco (HQ), Remote. Posted a month ago

The role

You will lead the end-to-end onboarding journey for a high-volume book of business. You will guide founders and finance teams through tax registrations, data transfers, and platform configuration.

What you will do

Lead the end-to-end onboarding journey for a high-volume book of business.
Act as a trusted advisor for clients through tax registrations, data transfers, and platform configuration.
Identify bottlenecks in the process and work cross-functionally to remove them.
Translate complex customer needs into actionable feedback for Product and Engineering teams.
Create documentation, help center articles, and internal playbooks.
Dig into data imports and integration settings for technical troubleshooting.

Required qualifications

2+ years of experience in Implementation, Onboarding, Customer Success, or Operations.
High Operational Rigor: project management pro capable of juggling 20+ active implementations.
Technical Empathy: ability to explain complex logic like tax nexus or API integrations to non-technical founders.
Bias for Action: ability to fix broken processes without waiting for permission.
The Craft Mindset: attention to detail.
Startup mindset: not scared of ambiguity and hungry for rapid growth.
Intensity & Ownership: not a 9-5 role.
Customer Obsession: care about user experience and solving problems.

Nice to have

Startup experience
Experience in Fintech, SaaS, or E-commerce ecosystems.
Experience using AI tools (LLMs/Prompts) to automate manual parts of your workflow.
Experience as an early employee at a fast-growing company.

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. The company has raised over $157M from investors including Insight Partners, Salesforce Ventures, Benchmark, Mayfield, and Y Combinator.