Numeral

Onboarding Manager (Hybrid)

HQ - San Francisco, CA

Sponsorship not specifiedDetected 22 days ago

SQLLLMsProject ManagementAccountingExcelTaxCustomer Success

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.

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.
Drive Velocity: Obsess over "Time-to-Value." Identify bottlenecks in our process and work cross-functionally to remove them.
Build the Engine: Create the documentation, help center articles, and internal playbooks that allow us to scale without losing our "white-glove" touch.
We've already helped hundreds of merchants avoid the headache of building giant finance teams just to manage tax compliance.
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.
Create the documentation, help center articles, and internal playbooks that allow us to scale without losing our "white-glove" touch.
401(k) to help you build long-term financial security

High Operational Rigor: You are a project management pro.
Technical Empathy: You can explain complex logic (like tax nexus or API integrations) to a non-technical founder with ease.
Familiarity with SQL, advanced Excel/Sheets, or data migration workflows.
Experience in Fintech, SaaS, or E-commerce ecosystems.
Experience using AI tools (LLMs/Prompts) to automate manual parts of your workflow.
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.
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
You've been an early employee at a fast-growing company and know how to thrive in "organized chaos."

Startup experience is a massive plus.
2+ years of experience in Implementation, Onboarding, Customer Success, or Operations.

Dig into data imports and integration settings to ensure our customers' financial data is flowing perfectly.
Technical Troubleshooting: Dig into data imports and integration settings to ensure our customers' financial data is flowing perfectly.
We're eliminating this burden so teams can focus on their core mission.
We now serve over 3,000 paying customers and have more than tripled our revenue every year in our history.
Our mission is to eliminate the administrative and accounting burdens that distract businesses from doing what they love.

This listing is sourced directly from Numeral's careers page and normalized into a canonical job model.