Manager, Customer Onboarding

We are looking for a talented Customer Onboarding Leading Manager to step onto a fintech unicorn rocketship!

SD Solutions is a staffing partner operating globally. Contact us to get more details about the benefits we offer.

As Onboarding Manager, you will be leading implementation projects with customers of Tipalti’s rapidly growing SaaS-based Accounts Payable automation and global payments solution.  You need to be well-organized, have a technical understanding of SaaS systems and payment systems, open and willing to communicate with customers. The ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation phases of complex SaaS systems.

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. 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 and Tbilisi.

In this role, you will be responsible for:

• Work with internal/external customer teams to assess business and implementation risks, guide the technical integration process, assist with technical problem-solving, and manage internal resources to resolve various customer issues.
• Use your technical skills in web applications (e.g., HTML/CSS, iframe, etc.) and web services APIs (e.g., SOAP, REST, etc.) to integrate our products and help resolve customer issues. - as an advantage.
• Coordinate project timelines, tasks, and development efforts with the internal engineering and customer teams to manage implementation projects and ensure we keep customers on plan and schedule.
• Demonstrate strong customer-facing capabilities to engage with customers and address their needs effectively.
• Improve internal processes and systems for more efficient customer interactions.
• Develop repeatable and scalable processes to improve project quality and delivery.
• Share product feedback with Product and Engineering teams to help improve the product.
• Contribute to the internal knowledge base to share lessons learned with other resources.

About you 

• Proven experience of hands-on implementation experience with SaaS applications.
• Leading/Managerial experience.
• Hands-on experience with implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc., focusing on Accounts Payable functionality (procure to pay).
• Relevant account and customer management experience.
• Strong analytical, creative thinking, and problem-solving skills.
• Excellent communication, project management, and multi-tasking skills.
• Detail-oriented and well-organized.
• Ability to work in a fast-paced, deadline-driven start-up environment.
• Passionate about customer service and helping others.
• BA/BS in a related field or equivalent experience.  (Business Accounting, IT)

Preferred:

• Proven ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.). - advantage
• Experience with payment systems and/or working at a Fintech company.
• Experience in working with Ticketing Systems (Zendesk, JIRA, etc.) and CRM systems (Salesforce).
• Experience with compliance and regulatory processes.

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.