Tipalti - Plano, TX

posted 6 months ago

Full-time - Entry Level
Hybrid - Plano, TX
1,001-5,000 employees
Professional, Scientific, and Technical Services

About the position

As an Associate Customer Onboarding Manager at Tipalti, you will play a crucial role in leading implementation projects for our rapidly growing SaaS-based Accounts Payable automation solution and global payments solution. This position requires a self-motivated individual who is proactive in understanding customer needs and experienced in guiding customers through the implementation of Tipalti's innovative SaaS products. You will be responsible for ensuring a seamless experience for our customers, delivering exceptional service, and becoming a trusted advisor throughout their journey with Tipalti. In this role, you will guide customers through the technical integration process, providing expert problem-solving assistance and overseeing project timelines, tasks, and development efforts. Your contributions will not only help keep customers on track but also exceed their expectations. Additionally, you will contribute to the internal knowledge base by capturing lessons learned and empowering your colleagues. This position is ideal for someone who thrives in a fast-paced, deadline-driven start-up environment and is passionate about customer service and proactively identifying solutions. Tipalti is one of the world's fastest-growing fintech companies, and we pride ourselves on our collaborative culture, the quality of our product, and the capabilities of our people. With a well-funded, late-stage start-up backed by high-profile investors, we are committed to modernizing the entire payables operation for finance professionals. Join us and be part of a team that is dedicated to making an impact and driving innovation in the financial operations cycle.

Responsibilities

  • Lead the implementation of Tipalti's cloud-based accounts payable automation solution, ensuring a seamless experience for customers.
  • Deliver exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
  • 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.

Requirements

  • Bachelor's degree in a relevant field or equivalent practical experience.
  • 2+ years of implementation, project management, consulting, or customer success experience with SaaS applications.
  • Excellent project management, communication, and problem-solving skills.
  • Ability to work in a fast-paced, deadline-driven start-up environment.
  • Passionate about customer service and proactively identifying solutions.

Nice-to-haves

  • Hands-on experience implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc.
  • Accounts Payable and Procurement knowledge.
  • Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)

Benefits

  • Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
  • Competitive salary and stock options
  • Matching 401K
  • Medical/Dental/Vision benefits
  • Employee Assistance Program
  • Life insurance
  • AD&D insurance
  • LTD
  • 3 weeks of paid vacation
  • 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
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