What are the responsibilities and job description for the Manager, Customer Onboarding position at Tipalti?
Position Summary
As the Manager, Customer Onboarding, you will work with the leadership team to achieve/exceed department/company goals including reducing time to go live, improving sales-to-conversion ratios, improving implementation quality, etc. In addition, you will recruit and hire new Customer Onboarding Managers including managing direct reports – performance reviews, mentoring/coaching, monitoring team MBO's, etc. You will own revenue forecasting and delivery for your team and be responsible for owning successful implementation of large, complex accounts. You will implement delivery processes and tools to ensure optimal execution while ensuring high customer satisfaction for your team – measure, monitor and improve as needed and assist the leadership team with customer escalations for your team.
Why join Tipalti?
Tipalti is one of the world's fastest-growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 3000 global customers, Tipalti is one of the most valuable private fintech companies in the world.
At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together.
In this role, you will be responsible for:
- Lead implementation projects with customers of Tipalti's rapidly growing SaaS-based Accounts Payable automation solution.
- 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.
- Coordinate project timelines, tasks, and development efforts with both the internal engineering team and customer teams to manage implementation projects and ensure we keep customers on plan and on schedule.
- 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 so you can share lessons learned with other resources.
- Use your technical skills in web applications (e.g. HTML/CSS, iframe, etc.) and web services API's (e.g. SOAP, REST, etc.) to integrate our products and help in resolution of customer issues.
About you
- 2 years of implementation/onboarding management experience.
- 6 years of hands-on implementation experience with SaaS applications.
- Ability to lead workshops, including the gathering/documenting of requirements and use-cases and recommendation of envisioned processes.
- 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.
Preferred
- 3 years of hands-on experience with implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc. with focus on Accounts Payable functionality (procure to pay).
- Experience with payment systems and/or working at a Fintech company.
- Experience in working with Ticketing Systems (Zendesk, JIRA, etc.) and CRM systems (Salesforce).
- Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
- Experience with compliance and regulatory processes.
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
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Interested in learning more about us?
Tipalti is the only company handling both global partner payments and accounts payable workflows for high-velocity companies across the entire financial operations cycle: onboarding and managing global suppliers, instituting procurement controls, streamlining invoice processing and approvals, executing payments around the world, and reconciling payables data across a multi-subsidiary finance organization. Tipalti enables companies to scale quickly by making payables strategic with operational, compliance, and financial controls. Through Tipalti, our clients can efficiently and securely pay thousands of partners and suppliers in 196 countries within minutes.
Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 98% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.
Accommodations
Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.
As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.
Privacy
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:
Job Candidate Privacy Notice | Tipalti
www.tipalti.com/privacy/job-candidate-privacy-notice/
