Associate Customer Onboarding Manager

Tipalti - Plano, TX

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 lead implementation projects for our SaaS-based Accounts Payable automation and global payments solutions. This role focuses on ensuring a seamless onboarding experience for customers, acting as a trusted advisor throughout their journey with Tipalti. The ideal candidate is proactive, self-motivated, and skilled in project management, with a strong emphasis on customer service and technical integration.

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, 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.