Customer Onboarding Manager

Reposted 2 Days Ago
Be an Early Applicant
Plano, TX, USA
In-Office
Mid level
Payments
The Role
Lead customer implementations of Tipalti's cloud-based accounts payable and payments SaaS, manage project timelines, guide technical integrations, deliver exceptional service, and document lessons learned to support internal teams.
Summary Generated by Built In

As a Customer Onboarding Manager, you will be leading implementation projects with customers of Tipalti's rapidly growing SaaS based Accounts Payable automation solutions. The ideal candidate is self-motivated, proactive in understanding customer needs, and able to guide customers through the implementation process to achieve revenue goals
 
Why join Tipalti?
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.
 
In this role, you will be responsible for:
  • Lead the implementation of Tipalti's cloud-based accounts payable automation solution, ensuring a seamless experience for our customers
  • Deliver exceptional service, be a trusted advisor and advocate for each customer throughout their implementation journey.
  • 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
  • Become an expert in Tipalti's growing finance automation products and work closely with the product team to provide customer insights 
  • Partner with Sales and Customer Success to drive customer adoption and revenue goals 
About you:
  • 4+ years of implementation, project management, consulting, onboarding or customer success experience with SaaS applications.
  • Excellent project management and time management skills
  • Excellent verbal and written communication skills 
  • Ability to adapt rapidly to a fast paced professional environment
  • Passionate about customer service and proactively identifying solutions 
Bonus points if you have:
  • Bachelors degree at an accredited university in a relevant field 
  • Hands-on experience with ERP or Accounting applications; such as NetSuite, QuickBooks, Intacct, etc.
  • Accounts Payable and Procurement knowledge
  • Experience with financial services solutions 
  • Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
  • Experience working in a start up environment
  • Leverage AI tools professionally to automate and scale workflows  
Our benefits package includes:
  • Hybrid working model that requires you to be in the Plano office on  Monday, Tuesday, and Thursday
  • Competitive salary and stock options
  • Matching 401K
  • Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
  • Maternity, Paternity and Fertility Treatment benefits
  • 15 days of PTO
  • Subsidized lunch on office days
  • Fresh fruit, snacks & drinks in office
  • Phone/internet allowance 
  • Regular company-wide social events
  • Multiple ERG groups celebrating our diversity and creating an inclusive culture
Base Salary Range: $88,000 - $110,000 CAD annually.
 
Bonus: Target bonus is 10% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.
 
Expected Total Compensation: $96,800 - $121,000 CAD annually (includes base salary plus target bonus/commission).
 
The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate's unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.


Our Mission

Our mission is to elevate 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. We are the AI-powered platform that automates finance.

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.

Accommodations
Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to [email protected] for assistance.

AI Use 
We may use artificial intelligence and automated systems (collectively "AI") to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact [email protected].

Privacy
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti

www.tipalti.com/privacy/job-candidate-privacy-notice/



Skills Required

  • Bachelor's degree or equivalent practical experience
  • 4+ years 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
  • Passion for customer service and proactively identifying solutions
  • Hands-on experience implementing and/or integrating with ERP applications (NetSuite, QuickBooks, Intacct)
  • Accounts Payable and Procurement knowledge
  • Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls)

Tipalti Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Tipalti and has not been reviewed or approved by Tipalti.

  • Equity Value & Accessibility Pre‑IPO equity and an employee stock purchase plan are included, providing ownership potential alongside cash pay. Equity is positioned as a core element of total rewards.
  • Healthcare Strength Medical, dental, and vision coverage with HSA/FSA and mental‑health support form a comprehensive core. Some descriptions cite strong plan value in certain locations, indicating healthcare is a relative strength.
  • Flexible Benefits A structured hybrid work model with office amenities and ERGs complements core benefits. Everyday perks such as free lunches, snacks, and events enhance the day‑to‑day experience.

Tipalti Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Foster City, CA
635 Employees
Year Founded: 2010

What We Do

Tipalti is the only global payables automation solution to streamline all phases of the AP and payment management workflow in one holistic cloud platform. Tipalti makes it painless for accounts payable departments to manage their entire supplier payments operation. The solution addresses everything from supplier onboarding and vetting, to tax and regulatory compliance, invoice processing, payments to suppliers anywhere in the world in a wide range of payment methods and currencies, supplier payment status communications, to closing the loop with payment reconciliation and reporting. Innovative companies use Tipalti to eliminate up to 80% of their supplier payment workload, helping them scale their business efficiently with global growth, while strengthening financial and compliance controls and while enhancing the partner payment experience. Companies like GoDaddy, Houzz, Amazon Twitch, and Vimeo and hundreds of others trust Tipalti to elevate their global supplier payments operation.

Similar Jobs

CrowdStrike Logo CrowdStrike

Technical Account Manager

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Remote or Hybrid
USA
11000 Employees
86K-135K Annually

Sagent Logo Sagent

Customer Onboarding Manager SR

Fintech • Payments • Software
In-Office or Remote
Dallas, TX, USA
580 Employees

Micron Technology Logo Micron Technology

Design Engineer

Artificial Intelligence • Hardware • Information Technology • Machine Learning
In-Office
Richardson, TX, USA
45000 Employees

Micron Technology Logo Micron Technology

Design Engineer

Artificial Intelligence • Hardware • Information Technology • Machine Learning
In-Office
2 Locations
45000 Employees
177K-334K Annually

Similar Companies Hiring

Playground (tryplayground.com) Thumbnail
Kids + Family • Payments • Social Impact • Software
New York City, New York
80 Employees
Rain Thumbnail
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
New York, NY
100 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account