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Onboarding and Implementations Lead

Numeral

San Francisco, California, USA Remote permanent

Posted: December 16, 2025

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Quick Summary

Onboarding and Implementations Lead is a key role that involves implementing and onboarding new clients, managing their onboarding process, and ensuring seamless integration with their existing systems. The ideal candidate will have experience in implementing automation solutions and have a strong understanding of sales tax compliance. The successful candidate will be responsible for delivering high-quality work and working closely with clients to ensure their needs are met.

Job Description

About NumeralHQ

Numeral is building the automation backbone for internet commerce — starting with the painful world of sales tax compliance. We handle everything from registration to remittance, delivering a white-glove service so e-commerce businesses can stay laser-focused on what they do best: growing their products, customers, and teams.

We’re one of the fastest-growing companies from Y Combinator’s W23 batch, backed by top-tier investors including Benchmark Capital. Our team has deep roots from the early days at Stripe, Airbnb, Notion, and other breakout companies — and now we’re bringing that same level of craft, speed, and ambition to a space that’s long overdue for reinvention.

Numeral is small but mighty. Growth is already borderline unmanageable — which means every hire we make now will directly shape the trajectory of the company. If you’re excited about joining as an early team member and want the kind of ownership that defines careers, we want to meet you.

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 and Implementations Lead 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.

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.

Qualifications:

• 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.

Bonus Points For:

• 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.

Why Join Us?

• 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.

• Please note that although this role does not require the candidate to be in office daily, we are ideally seeking someone located within commuting distance of the SF Bay Area.

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