Customer Onboarding Manager

About this role

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 diver

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