Tipalti

Customer Onboarding Manager

Tipalti$88K — $110K *
Plano, TX 75025In-Person
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of experience in implementation, project management, consulting, onboarding, or customer success within SaaS applications.
  • Strong project and time management skills.
  • Exceptional verbal and written communication capabilities.
  • Ability to quickly adapt in a fast-paced work environment.
  • Strong customer service orientation with proactive problem-solving skills.

Responsibilities

  • Lead the implementation of Tipalti's cloud-based accounts payable solution for a seamless customer experience.
  • Deliver exceptional service and act as a trusted advisor during customer implementations.
  • Guide customers through technical integration, providing expert problem-solving support.
  • Oversee project timelines and tasks, ensuring timely delivery and exceeded customer expectations.
  • Contribute to the internal knowledge base by capturing lessons learned and helping team members.
  • Become an expert in Tipalti's finance automation products and collaborate with product teams for customer insights.
  • Partner with Sales and Customer Success to foster customer adoption and achieve revenue goals.

Benefits

  • Hybrid working model with office presence required on specific days.
  • Matching 401K plan and extended benefits including life insurance and Employee Assistance Program.
  • Generous parental and fertility treatment benefits.
  • 15 days of paid time off (PTO) annually.
  • On-site perks including subsidized lunches and snacks, as well as a phone/internet allowance.
Full Job Description
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

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.

About Tipalti

Tipalti is a financial management solution that helps businesses automate their entire global payables operation. Tipalti streamlines all manual supplier payment processes including payee onboarding, tax compliance, invoice processing, global payments, early payments, and reconciliation. Tipalti also provides real-time payment tracking and AP reporting capabilities. The company serves mid-market and enterprise clients in the advertising, eCommerce, education, healthcare, manufacturing, publishing, and technology industries. Tipalti has won numerous awards for its innovative technology, including being named a Forbes Fintech 50 company and a Deloitte Fast 500 company.
Learn more about Tipalti
Size
500 employees
Industry
Founded
2010

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