Onboarding Manager leading Numeral's customer success team. Managing client onboarding processes and ensuring smooth platform implementations.
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.
Requirements
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.
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