Onboarding Manager

Numeral • San Francisco, CA

7d

About The Position

We’re looking for an Onboarding Manager to join our growing team and build the engine that powers our customer success. Our Onboarding team serves as the face of Numeral to our newest clients, guiding them from signed contract to full deployment. Your role blends customer engagement, project management, operational execution, and strong people management — ensuring customers launch quickly and confidently on our platform and your team is able to move with speed and rigor. This is a high-impact, cross-functional role. You’ll work closely with leadership, CX and the broader Ops team, Product, and Engineering to help design scalable playbooks that can support rapid growth. You thrive in ambiguity, bring order to chaos, and love building processes from 0 to 1.

Requirements

• 7+ years of experience in related roles (Onboarding, Implementation, Customer Success, Program/Project/Operations Management, Consulting).
• 2+ years of proven experience managing growing teams, ideally in operations-heavy roles, with strong performance management and process optimization skills.
• Strong organization and project management skills with the ability to juggle multiple client projects and high bias for action.
• Ability to navigate technical details (APIs, integrations, data workflows, systems) and troubleshoot issues for customers.
• Strong analytical mindset and experience shaping team and product strategy based on customer feedback.
• Excellent communication skills - able to clearly explain complex issues across varied audiences with empathy.
• Critical thinker with a proactive problem-solving mindset, comfortable working in a fast-growing startup.

Nice To Haves

• Prior experience at a consulting firm.
• Experience building scalable processes in a startup or high-growth environment.
• Ecommerce, Saas, Fintech, Tax, or general domain exposure.
• Prior experience building client-facing documentation or help center resources.
• Familiarity with spreadsheets, SQL, or basic data workflows.

Responsibilities

• Lead and manage the Onboarding team, providing performance management, mentorship, and support to drive high-quality work and accountability.
• Own the end-to-end onboarding experience for new clients - account configuration, technical troubleshooting, integrations, going live, and more! Ensure your team delivers a smooth, timely, and repeatable implementation of Numeral's platform while also directly managing client work yourself.
• Scale processes and drive operational excellence by developing playbooks, reporting structures, metrics. You’ll also refine existing workflows and processes to improve throughput, quality, and visibility across Onboarding, Registrations, and Transfers.
• Partner cross-functionally: Work closely with the broader Operations team, Product, and Engineering to communicate business issues, escalate risks, and contribute to operational solutions.
• Serve as a product expert who can translate client needs and workflows into internal requirements that inform product and operations.

Benefits

• Be a core builder in an ambitious, globally minded startup.
• Learn hands-on how to scale international compliance systems.
• Work across functions and with leadership early in your career.
• Make a visible impact immediately through enablement and operational design.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees