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 new merchants from signed agreement through accurate, fully compliant go-live
- Guide founders and finance teams through tax registrations, data handoffs, and platform setup
- Investigate data imports and integration settings so financial information moves correctly
- Spot onboarding bottlenecks, improve time-to-value, and coordinate fixes across teams
- Write help content, process documentation, and internal playbooks for scalable support
What you bring
- At least two years in implementation, onboarding, customer success, or operations
- Strong project management skills for handling more than twenty active implementations at once
- Ability to explain tax nexus and API integrations clearly to nontechnical founders
- A detail-focused approach where near-correct work is not acceptable
Who this fits
You’ll suit a hands-on operator who enjoys complex data, customer advocacy, and improving processes while procedures are still taking shape. The role is based in San Francisco with a hybrid setup and expects ownership in a fast-scaling environment. Stated pay is $100,000 to $130,000 per year.
From the employer
About Numeral
Numeral is transforming how taxes get done. Digital businesses are currently bogged down by a painful web of regulations across 47 states and 70+ countries. We’re eliminating this burden so teams can focus on their core mission.
We’re the largest and fastest-growing AI-native tax solution. Started in 2023, Numeral has raised over $57M from Benchmark, Mayfield, Y-Combinator, and many others. We now serve over 3,000 paying customers and have more than tripled our revenue every year in our history.
Mission
Running an online business today means wearing a thousand hats — most of them not the reason founders started their company. Our mission is to eliminate the administrative and accounting burdens that distract businesses from doing what they love.
We’ve already helped hundreds of merchants avoid the headache of building giant finance teams just to manage tax compliance. Tomorrow, we’re scaling that impact even further: building the automation layer that lets internet businesses stay nimble, compliant, and future-proof.
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.
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.
Qualifications
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
Bonus Points
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."
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
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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