Customer Onboarding Manager

About the Position

On behalf of FinTech Client #1, SD Solutions is looking for a talented Customer Onboarding Manager to step onto a fintech unicorn rocketship!

As an Associate 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.

SD Solutions is a staffing partner operating globally. Contact us to get more details about the benefits we offer.

Responsibilities

• Lead the implementation of Tipalti's rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our 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.

Preferred

• 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.)

We Offer

• Opportunity to work with a well-funded fintech unicorn.
• Be part of a team that is revolutionizing global payables automation.

About the Company

A well-funded fintech unicorn operating a cloud-based global payables automation platform. Enterprises use it to streamline supplier payments, mass payouts, and AP operations across international markets - replacing manual finance processes with automated, audit-ready workflows.

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