Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies.
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 o?ers 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.
Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam, Tbilisi and Medellin.
As a Customer Onboarding Manager, you will be leading implementation projects with customers of Tipalti's rapidly growing SaaS based Accounts Payable automation solution and global payments solution. The ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation of Tipalti's SaaS products.
In this role, you will be responsible for:
Leading the implementation of Tipalti's rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our customers
Delivering exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
Guiding customers through the technical integration process, providing expert problem-solving assistance
Overseeing project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations
Contributing to the internal knowledge base, capturing lessons learned and empowering colleagues
About you
Bachelor's degree in a relevant field or equivalent practical experience
Some experience 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
Our success as a team is defined by how we collaborate and support one another. We look for the following core competencies - attitudes and behaviors that distinguish our top performers:
Master and Follow the Process
- Adhere to the playbook and uphold project discipline
Own the Outcome
- Take initiative, be resourceful, and go beyond the KPIs
Be a Dependable Partner
- Show up fully, be present, and support your colleagues
Foster a Culture of Learning & Curiosity
- Challenge the status quo and openly share knowledge
Bonus points if you have:
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.)
Our benefits package includes:
A competitive comp package
Comprehensive private medical insurance
Private dental insurance
Internet & phone monthly allowance
Free breakfast, lunch & snacks on office days
A hybrid working model
Our Mission
Our mission is to elevate how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. We are the AI-powered platform that automates finance.
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 99% 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.
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