Numeral
Onboarding Manager
$100K–$130K
San Francisco (HQ) +2 · Hybrid · Manager · Full-time · Posted Sep 29, 2026
- Location
- San Francisco (HQ)
Salt Lake City
New York - Experience
- 2+ years in Implementation, Onboarding, Customer Success, or Operations.
About the job
Guides new clients from contract signing through tax-compliance launch, while troubleshooting onboarding issues and improving the processes and materials used to scale customer onboarding.
What you'll do
- Manage end-to-end onboarding, guiding clients through tax registrations, data transfers, platform configuration, and go-live.
- Troubleshoot data imports and integration settings; identify process bottlenecks and coordinate improvements across teams.
- Translate customer needs into product and engineering feedback, and create documentation, help articles, and internal playbooks.
What they ask for
- 2+ years of experience in Implementation, Onboarding, Customer Success, or Operations.
- Strong project management and organizational rigor, including managing multiple implementations.
- Ability to explain complex concepts such as tax nexus or API integrations to non-technical clients.
- Attention to detail and ownership in improving processes and solving customer problems.
Nice to have
- Experience in Fintech, SaaS, or E-commerce ecosystems.
- Experience using AI tools (LLMs/Prompts) to automate workflow tasks.
Pay
$100K – $130K USD base salary
Tools
AI tools, LLMs/Prompts, API integrations
AI focus
AI tools (LLMs/Prompts) may be used to automate manual workflow tasks; the role is at an AI-native tax solution.
Model-written summary · the original posting is authoritative