Fintech Onboarding Project Manager, Tipalti

Salary not provided

CSS

HTML

JavaScript

Salesforce

Zendesk

JIRA

NetSuite

Xero

Quickbooks

Mid and Senior level

London

More information about location

3 days a week in office ( St Paul's, London)

AI-powered platform for finance automation

Be an early applicant

AI-powered platform for finance automation

1001+ employees

B2BArtificial IntelligencePaymentsSaaSAccountingAutomationProcurement

Be an early applicant

Salary not provided

CSS

HTML

JavaScript

Salesforce

Zendesk

JIRA

NetSuite

Xero

Quickbooks

Mid and Senior level

London

More information about location

3 days a week in office ( St Paul's, London)

1001+ employees

B2BArtificial IntelligencePaymentsSaaSAccountingAutomationProcurement

Company mission

To make it as easy as possible for employees and suppliers to collaborate with finance.

Job

Company

Role

Who you are

Hands-on implementation experience with SaaS applications or other software solutions
Good project management skills to effectively guide the customer to success while managing various internal resources
Experience integrating with ERP applications such as NetSuite, QuickBooks, Intacct, Xero, Microsoft BC, etc. is a plus
Proven ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
Experience with Ticketing Systems (Zendesk, JIRA, etc.) and CRM systems (Salesforce) is a plus
Ability to lead workshops, including the gathering/documenting of requirements and use-cases and recommendation of envisioned processes
Great communication skills is what you are known for, you can communicate across different teams and use different questioning techniques to understand customer’s needs
Building relationships and working within a collaborative team environment is what motivates you
A high growth environment excites you because you want the opportunity to contribute to building something special
Strong analytical, creative thinking and problem solving skills
Ability to work in a fast-paced, deadline-driven start-up environment
Procurement or Supply chain management experience would be a great advantage!

What the job involves

As an Associate Customer Onboarding Manager, you will lead implementation projects with new and existing customers of our rapidly growing SaaS based fintech solution
This is not a standard implementation role – we are looking for someone that loves the challenge of delivering complex projects whilst understanding the importance of delivering a great product . You will be working independently on integrations, navigating customer requirements with an array of internal and external stakeholders
Offering world-class service to our customers
Using your analytical and technical proficiency to efficiently guide the client through the implementation process - assessing business and implementation risks, troubleshooting complex issues, managing internal resources to resolve product and integration issues, and ensuring our client's success in reaching their objectives
Developing implementation plans and be accountable for informing and advising client stakeholders and internal stakeholders of planning and progress
Partner effectively with Tipalti Sales, Compliance, Engineering, Product Management and Customer Success teams to ensure a successful customer experience and implementation
Coordinate project timelines, tasks, and development efforts to manage implementation projects and ensure we keep customers on plan and on schedule
Be committed to customer success and serve as the customer’s advocate within Tipalti
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 so you can share lessons learned with other resources

Salary benchmarks

Our take

Digital finance innovations across the last decade have dramatically changed how financial operations are conducted, with businesses managing their payables workloads digitally. Despite such innovations, many workflows are still conducted manually, leading to time-consuming, repetitive and inefficient workflows.

Tipalti provides a global payments, accounts payable and purchase order automation platform, with tools for each area to reduce manual workflows and optimize operations. The platform’s functionalities are designed to be flexible for the scaling of growing businesses, helping to optimize financial visibility, efficiency and control without the need for business infrastructure changes.

Whilst individual platforms exist for these functions, Tipalti has recognized that businesses do not want to juggle fragmented software solutions inefficiently, and delivers everything in one place. It continues to develop its offering, with a recent influx of funding supporting the incorporation of agentic artificial intelligence capabilities.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Top investors

-3% employee growth in 12 months

Glassdoor (3.3)

Trustpilot (3.3)

Company

Funding (last 2 of 8 rounds)

May 2023

$150m

GROWTH EQUITY VC

Dec 2021

$270m

SERIES F

Total funding: $766m

Company benefits

Hybrid work model
Equity packages
Company events
Collaborative work spaces
Opportunities for professional growth
Inclusive community
Global opportunities and exposure
Authentic colleagues
Autonomy

Company HQ

Town Center, Foster City, CA

Leadership

Chen Amit

(Founder & CEO)

General Manager of ECI Telecom from 1998 to 2000. Experience as CEO of Atrica.

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