Tipalti - Plano, TX

posted about 2 months ago

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

About the position

As a Customer Onboarding Optimization Manager at Tipalti, you will leverage a data-driven approach to enhance decision-making and gain a comprehensive understanding of our rapidly growing business. Your primary responsibility will be to support the Customer Onboarding organization through meticulous reporting, data analysis, and process management. This involves analyzing onboarding processes, identifying areas for improvement, and implementing strategies that enhance client satisfaction and operational efficiency. You will play a pivotal role in designing, developing, and rolling out scalable processes that align with the strategic goals of the organization, ensuring sustainable growth and continuous improvement. In this role, you will generate and maintain comprehensive reports to track key performance indicators (KPIs), monitor the progress of organizational objectives, and assess operational efficiency. You will analyze current customer onboarding processes and workflows to identify bottlenecks and inefficiencies, proposing and implementing solutions that streamline operations, reduce time-to-value for customers, and enhance overall customer satisfaction. Your analytical skills will be crucial as you monitor data to identify trends, patterns, and areas for improvement, providing insights that influence proactive decision-making. Collaboration will be key in this position, as you will work with cross-functional teams to design, implement, and optimize processes, ensuring alignment with organizational goals and objectives. You will also develop and update comprehensive documentation and training materials for internal use, equipping team members with the knowledge and tools needed for effective customer onboarding. Additionally, you will contribute to the development and execution of strategic initiatives aimed at enhancing operational efficiency and driving business growth, while analyzing customer feedback post-onboarding to drive enhancements and improvements. Your role will also involve leading the design and rollout of scalable onboarding processes that align with the company's strategic vision and growth objectives, acting as a program and project manager for process-related initiatives.

Responsibilities

  • Generate and maintain comprehensive reports to track key performance indicators (KPIs), progress of organizational objectives, and operational efficiency.
  • Analyze current customer onboarding processes and workflows to identify bottlenecks and inefficiencies.
  • Propose and implement solutions that streamline operations, reduce time-to-value for customers, and enhance overall customer satisfaction.
  • Monitor data to identify trends, patterns, and areas for improvement to provide insights to influence proactive decision-making.
  • Utilize various analytical tools and methodologies to interpret complex data sets and extract actionable insights and present findings to executives to influence strategic decision-making.
  • Collaborate with cross-functional teams to design, implement, and optimize processes, ensuring alignment with organizational goals and objectives.
  • Develop and update comprehensive documentation and training materials for internal use, ensuring all team members are equipped with the knowledge and tools needed for effective customer onboarding.
  • Contribute to the development and execution of strategic initiatives aimed at enhancing operational efficiency and driving business growth.
  • Analyze customer feedback post-onboarding to drive enhancements/improvements.
  • Lead the design and rollout of scalable onboarding processes, ensuring they align with the company's strategic vision and growth objectives.
  • Be the program and project manager for process-related initiatives collaborating with various cross-functional teams as needed.
  • Identify opportunities for continuous improvement and lead initiatives to enhance the efficiency and effectiveness of onboarding operations.
  • Act as a forward-thinking and strategic partner within the organization, helping to shape the future direction of customer onboarding processes and practices.

Requirements

  • 8+ Years as an Operational Analyst (or equivalent experience), preferably in the SaaS or Fintech industry.
  • Salesforce proficiency for data management and analysis.
  • Advanced skills in Excel/Google Sheets for data manipulation, analysis, and visualization (i.e. PowerBI).
  • Strong strategic thinking and program management skills, with a proven track record of designing and implementing effective processes.
  • Exceptional communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Exceptional problem-solving and analytical skills.
  • Attention to detail and a commitment to delivering high-quality results.
  • Proficient at process optimization and project management.
  • PROSCI Change Management Practitioner is a plus.

Nice-to-haves

  • Experience with data visualization tools beyond Power BI.
  • Familiarity with customer relationship management (CRM) systems other than Salesforce.

Benefits

  • 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
  • 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
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