Customer Onboarding Manager
About The Position
As a Customer Onboarding Manager, you will be leading implementation projects with customers of Tipalti’s rapidly growing SaaS based Accounts Payable automation solution and global payments solution. The ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation of Tipalti’s SaaS products. Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies. At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together. Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam, Tbilisi and Medellin.
Requirements
- Bachelor's degree in a relevant field or equivalent practical experience
- 4+ years of implementation, project management, consulting, or customer success experience with SaaS applications.
- Excellent project management, communication, and problem-solving skills
- Ability to work in a fast-paced, deadline-driven start-up environment.
- Passionate about customer service and proactively identifying solutions
Nice To Haves
- Hands-on experience implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc.
- Accounts Payable and Procurement knowledge
- Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
Responsibilities
- Lead the implementation of Tipalti's rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our customers
- Deliver exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
- Guide customers through the technical integration process, providing expert problem-solving assistance
- Oversee project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations
- Contribute to the internal knowledge base, capturing lessons learned and empowering colleagues
Benefits
- Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
- Competitive salary and equity
- Matching RRSP
- Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
- 15 days of PTO
- Subsidized lunch on office days
- Fresh fruit, snacks & drinks in office
- Dog-friendly office
- Conveniently located close to transit
- Phone/internet allowance
- Regular company-wide social events
- Multiple ERG groups celebrating our diversity and creating an inclusive culture
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
