Customer Onboarding Manager

Posted 3 Days Ago
Be an Early Applicant
Plano, TX, USA
In-Office
Mid level
Payments
The Role
Lead and manage customer implementation projects for Tipalti's cloud-based accounts payable and global payments SaaS. Guide technical integrations, oversee timelines and tasks, provide expert problem-solving and exceptional service, act as a trusted advisor, and contribute to internal knowledge sharing.
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 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.

Why join Tipalti?

Tipalti is one of the world’s fastest growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 3000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

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.

In this role, you will be responsible for:

  • 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

About you

  • 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

Bonus points if you have:

  • 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.)

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

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
  • Passionate about customer service and proactively identifying solutions
  • Hybrid working model requiring presence in Plano office Monday, Tuesday, and Thursday
  • Hands-on experience implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct
  • Accounts Payable and Procurement knowledge
  • Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls)
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
San Mateo, 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

Ping Identity Logo Ping Identity

Customer Success Manager

Cloud • Security • Software
Remote or Hybrid
USA
2300 Employees
87K-116K Annually

Eve Logo Eve

Customer Onboarding Manager

Legal Tech • Software • Generative AI
Easy Apply
Remote or Hybrid
United States
180 Employees
90K-110K Annually

Closinglock Logo Closinglock

Software Engineer

Fintech • Real Estate • Security • Software • Financial Services • Cybersecurity • PropTech
In-Office
Austin, TX, USA
100 Employees

Tapestry - Coach and Kate Spade Logo Tapestry - Coach and Kate Spade

Temporary Associate

eCommerce • Fashion • Retail • Sales • Wearables • Design
Hybrid
Round Rock, TX, USA
16000 Employees
15-20 Hourly

Similar Companies Hiring

Playground (tryplayground.com) Thumbnail
Kids + Family • Payments • Social Impact • Software
New York City, New York
60 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