Onboarding Manager
San Francisco (HQ) · Salt Lake City · New York · 2+ years experience · Full-time · Hybrid · Posted Sep 29, 2026
At a glance
- Experience
- 2+ years experience
- Employment
- Full-time
- Workplace
- Hybrid
- Location
- San Francisco (HQ) · Salt Lake City · New York
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.
Responsibilities
- 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.
Requirements
- 2+ years of experience in Implementation, Onboarding, Customer Success, or Operations
- High Operational Rigor: project management pro who can juggle 20+ active implementations
- Technical Empathy: ability to explain complex logic like tax nexus or API integrations to a non-technical founder with ease
- Bias for Action: fixes broken processes without waiting for permission
- The Craft Mindset: cares about the details
- Startup mindset: not scared of ambiguity and hungry for rapid growth
- Intensity & Ownership: scaling rapidly
- Customer Obsession: deeply cares about the user experience and solving their problems
Preferred qualifications
- 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
Benefits
- Competitive salary and equity
- 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
Workplace
- This role is hybrid (3 days a week in our SF or NYC offices)
Skills
- LLMs
- Prompts
- API Integrations
