Tipalti | Associate Customer Onboarding Manager

On behalf of Tipalti, SD Solutions is looking for a talented Associate Customer Onboarding Manager to step onto a fintech unicorn rocketship!

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

Responsibilities:

• Offering world-class service to our customers.
• Take ownership of projects, processes and activities, including (but not limited to) Add-on projects, internal QA procedures, new instance creation and configuration, and additional configuration requests.
• Using your analytical and technical proficiency to efficiently guide the client through the implementation process - assessing business and implementation risks, troubleshooting complex issues, managing internal resources to resolve product and integration issues, and ensuring our client's success in reaching their objectives.
• Developing implementation plans and be accountable for informing and advising client stakeholders and internal stakeholders of planning and progress.
• Partner effectively with Tipalti Sales, Compliance, Engineering, Product Management and Customer Success teams to ensure a successful customer experience and implementation.
• Coordinate project timelines, tasks, and development efforts to manage implementation projects and ensure we keep customers on plan and on schedule.
• Be committed to customer success and serve as the customer’s advocate within Tipalti.
• 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.

Requirements:

• You thrive in operational roles that balance customer-facing activities with critical behind-the-scenes processes, and you are energized by building scalable foundations for a growing global business.
• Hands-on implementation experience with SaaS applications or other software solutions.
• Good project management skills to effectively guide the customer to success while managing various internal resources.
• Proven ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
• Ability to lead workshops, including the gathering/documenting of requirements and use-cases and recommendation of envisioned processes.
• Great communication skills is what you are known for, you can communicate across different teams and use different questioning techniques to understand customer’s needs.
• Building relationships and working within a collaborative team environment is what motivates you.
• A high growth environment excites you because you want the opportunity to contribute to building something special.
• Strong analytical, creative thinking and problem-solving skills.
• Ability to work in a fast-paced, deadline-driven start-up environment.
• Experience integrating with ERP applications such as NetSuite, QuickBooks, Intacct, Xero, Microsoft BC, etc. is a plus.
• Experience with Ticketing Systems (Zendesk, JIRA, etc.) and CRM systems (Salesforce) is a plus.
• Procurement or Supply chain management experience would be a great advantage!

About the company:

It is a global payables automation platform that provides a cloud solution to scale and automate global payables operations. The startup has already raised $565M funding.

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