Associate Customer Onboarding Manager, Tipalti
More information about location
3 days a week in office
Payments & procurement automation
Be an early applicant
Payments & procurement automation
1001+ employees
Be an early applicant
More information about location
3 days a week in office
1001+ employees
Company mission
To liberate and elevate finance teams so they can make true strategic impact, by automating and optimizing global finance operations while eliminating risk.
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
- 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, such 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, offering 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 global payments, accounts payable, and purchase order management, Tipalti has recognized that businesses do not want to juggle fragmented software solutions inefficiently. The company aims to free up financial departments’ time without compromising their software stack and workflows through its end-to-end payment automation solutions.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
-3% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2023
$150m
GROWTH EQUITY VC
Dec 2021
$270m
SERIES F
Total funding: $766m
Company benefits
- A thriving team and business
- Career-building opportunities
- Politics-free culture
- Focused on success
- Great benefits
Company values
- Dedication to Customer Success
- Get Shit Done (GSD)
- Commitment to Excellence
Company HQ
Town Center, Foster City, CA
Articles
Leadership
Chen Amit
(Founder & CEO)General Manager of ECI Telecom from 1998 to 2000. Experience as CEO of Atrica.
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