Onboarding Team Lead

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.

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.

• →

• 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.

• 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.

• 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.

• This role is hybrid (3 days a week in our SF or NYC office)