Onboarding Team Lead

Numeral

San Francisco (CA)

Hybrid

USD 180,000 - 240,000

Full time

5 days ago

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Benefits offered by this job

Competitive salary and equity

Full medical, dental, and vision

Wellness perks like Headspace and the

401(k)

Relocation assistance to NYC or SF

Lunch and snacks in office

Regular team offsites and company-wide

Job summary

Numeral is seeking an Onboarding Team Lead to transform onboarding from high-touch to scalable, tech-enabled. You’ll oversee a team of 10+ Implementation Managers and own a book of ~10 accounts, coaching from first-hand experience.

You’ll drive time-to-value, build scalable playbooks, and collaborate with Product and Engineering to incorporate frontline insights as Numeral grows beyond initial compliance. This is a high-impact leadership role in a fast-growing startup.

Qualifications

5+ years in implementation/onboarding/operations.
2+ years leading teams through high-growth phases.
Experience using AI to improve workflows.
Ability to discuss APIs and data migrations.
Proven ability to build scalable processes.
Strong ownership and accountability.
Excellent cross-functional communication.

Responsibilities

Lead ~10 customer implementations end-to-end.
Coach a high-performing team of 10+ managers.
Own hiring, onboarding, and training.
Develop scalable playbooks and internal tools.
Partner with Product/Engineering for feedback loop.
Define future onboarding strategy as product expands.

Skills

Team leadership

Onboarding

AI fluency

Communication

Tools

APIs

SQL

Data migrations

Job description

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 Team Lead to manage and scale our implementation engine. We’ve hit an inflection point: our customer base is surging, and we need a leader to transform our onboarding from a high-touch manual process into a scalable, tech-enabled machine.

You’ll oversee a team of 10+ Implementation Managers. This isn't just a "people management" role. You’ll be a true player-coach, owning a book of ~10 accounts yourself so you stay close to the work and can coach your team from firsthand experience. You will be the architect of our customer’s first impression. You’ll own the metrics, refine the playbooks, and ensure that as we scale, our "white-glove" reputation remains intact. This is a high-impact leadership role for someone who thrives in ambiguity, builds structure from chaos, and knows how to scale both people and processes.

What you'll do:

Team Leadership & Development
- Lead from the Front: Own ~10 customer implementations end-to-end. Staying hands-on keeps you sharp on our product, our customers, and the real friction points your team faces, so your coaching is grounded in reality.
- Manage & Coach: Oversee a high-performing team of 10+ Implementation Managers, providing the mentorship needed to navigate complex tax logic and customer hurdles.
- Build the Bench: Own hiring, onboarding, and ongoing training as we continue to expand the team, and foster an environment of extreme accountability, urgency, and customer obsession
Performance & Operational Design
- Own the Metrics: Drive team-level outcomes including Time-to-Value (TTV), onboarding completion rates, and CSAT.
- Systematize Growth: Move us from "heroics" to "systems." Build and refine scalable playbooks and internal tooling that allow us to handle 5x the volume without sacrificing quality, using AI to refine and improve processes
- Data-Driven Decisions: Use data to identify bottlenecks, forecast capacity, and proactively address individual or process gaps.
Customer Experience & Cross-Functional Leadership
- Strategic Support: Act as the primary escalation point for complex implementations and step in to support our most high-value, strategic customers.
- Product Feedback Loop: Partner closely with Product and Engineering to translate frontline insights into roadmap influence, identifying where the product can "self-serve" steps currently handled manually
- Define the Future: Help define how onboarding evolves as Numeral expands its product offering beyond initial compliance.

What you'll bring:

Player-Coach DNA: You genuinely enjoy rolling up your sleeves. You’re energized by managing your own book of business while developing others, and you don’t see hands-on work as “beneath” a leadership role.
The Scaler: 5+ years of experience in implementation, onboarding, or operations, with at least 2+ years specifically managing or leading teams through high-growth phases.
AI Fluency: You use AI to improve team efficiency or customer workflows.
Technical Intuition: You don't need to be an engineer, but you are comfortable discussing APIs, data migrations, and complex logic.
Process-Building Mindset: Proven ability to design workflows from scratch and iterate on them as the product evolves.
High Ownership: A bias for action and the "figure-it-out" factor required in an early-stage startup.
Communication: Excellent skills across both technical and non-technical stakeholders.

Nice to haves:

Experience managing onboarding/implementation in a high-growth SaaS or Fintech environment.
Experience supporting mid-market or enterprise customers.
Comfort with data analysis (SQL, advanced spreadsheets) to drive operational improvements.

Location: