Onboarding Manager

Socket.dev; San Francisco (CA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Competitive salary and equity

Medical/dental/vision coverage

Wellness perks (Headspace, Peloton)

401(k)

Office lunches and snacks

Team offsites

Job summary

Numeral is hiring an Onboarding Manager to guide founders and finance teams from signed contract to fully compliant and live. You will own the launch, serve as a trusted advisor on tax registrations and data transfers, and partner with Product and Engineering to speed delivery.

This role sits at the intersection of project management, technical troubleshooting, and customer advocacy, in a fast-growing fintech environment.

Qualifications

• 2+ years in Implementation, Onboarding, Customer Success, or Operations.

Responsibilities

• Own the Launch: Lead end-to-end onboarding for a high-volume book of business to ensure Go-Live dates with 100% accuracy.
• Be the Expert: Advise clients through tax registrations, data transfers, and platform configuration.
• Drive Velocity: Focus on Time-to-Value and remove bottlenecks across cross-functional teams.
• Bridge the Gap: Translate complex customer needs into actionable feedback for Product and Engineering.
• Build the Engine: Create docs, help center articles, and internal playbooks to scale while keeping white-glove service.
• Technical Troubleshooting: Investigate data imports and integration settings to ensure data flows correctly.

Skills

2+ years exp

Project management

Technical empathy

Bias for action

Attention to detail

Startup mindset

Ownership mindset

Customer obsession

Job description

About Numeral

Numeral is transforming how taxes get done. Digital businesses are currently bogged down by a painful web of regulations across 47 states and 70+ countries. We’re eliminating this burden so teams can focus on their core mission.

We’re the largest and fastest-growing AI-native tax solution. Started in 2023, Numeral has raised over $57M from Benchmark, Mayfield, Y-Combinator, and many others. We now serve over 3,000 paying customers and have more than tripled our revenue every year in our history.

Mission

Running an online business today means wearing a thousand hats — most of them not the reason founders started their company. Our mission is to eliminate the administrative and accounting burdens that distract businesses from doing what they love.

We’ve already helped hundreds of merchants avoid the headache of building giant finance teams just to manage tax compliance. Tomorrow, we’re scaling that impact even further: building the automation layer that lets internet businesses stay nimble, compliant, and future-proof.

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.

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

• 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!