Description review
Onboarding Manager
Numeral · Remote - San Francisco (HQ), Salt Lake City, New York · back to the listing
HR standards
65/100
needs work
Title ↔ description
74/100
solid
Reads as
Customer Success Manager
97% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
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Startups
- Manager / Director of Customer Success Craniometrix
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- Founding Customer Success Manager Clicks Health
- Founding Deployment Strategist Closure
What the listing never says
- 26 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
About Numeral:
At Numeral, we're building the future of tax by bringing together AI agents, human expertise, and global compliance.
We’re the largest and fastest-growing AI-native tax solution. Today, we serve more than 3,500 global businesses, including companies like Supabase, Eight Sleep, and Graza. We’ve grown quickly across our core e-commerce and software segments, more than tripled our revenue every year, and expanded into new industries, including manufacturing, distribution, and wholesale.
Numeral has raised over $157M from Insight Partners, Salesforce Ventures, Benchmark, Mayfield, Y Combinator, and many others.
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.
What you'll do:
• 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.
What you'll bring:
• 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
Nice to haves:
• 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."
Location:
• This role is hybrid (3 days a week in our SF or NYC offices)
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
• Relocation assistance to NYC or SF (if needed)
• 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!
At Numeral, we're building the future of tax by bringing together AI agents, human expertise, and global compliance.
We’re the largest and fastest-growing AI-native tax solution. Today, we serve more than 3,500 global businesses, including companies like Supabase, Eight Sleep, and Graza. We’ve grown quickly across our core e-commerce and software segments, more than tripled our revenue every year, and expanded into new industries, including manufacturing, distribution, and wholesale.
Numeral has raised over $157M from Insight Partners, Salesforce Ventures, Benchmark, Mayfield, Y Combinator, and many others.
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.
What you'll do:
• 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.
What you'll bring:
• 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
Nice to haves:
• 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."
Location:
• This role is hybrid (3 days a week in our SF or NYC offices)
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
• Relocation assistance to NYC or SF (if needed)
• 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!