Onboarding Manager

Onboarding Manager

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

• 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.

• 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!