Tipalti | Onboarding Manager
hace 2 semanas
On behalf of Tipalti, SD Solutions is looking for a talented Onboarding Manager to step onto a fintech unicorn rocketship
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.
Responsibilities:
- 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.
- 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.
Requirements:
- 2+ years of hands-on implementation experience with SaaS applications.
- 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:
- 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.
About the company:
It is a global payables automation platform that provides a cloud solution to scale and automate global payables operations. The startup has already raised $565M funding.
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