On behalf of Tipalti , SD Solutions is looking for a talented Onboarding Manager to step onto a fintech unicorn rocketship!
SD Solutions is a staffing partner operating globally.
Contact us to get more details about the benefits we offer.
As Onboarding Manager, you will be leading implementation projects with customers of Tipalti's rapidly growing SaaS-based Accounts Payable automation and global payments solution. You need to be well-organized, have a technical understanding of SaaS systems and payment systems, open and willing to communicate with customers.
The ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation phases of complex SaaS systems.
Responsibilities: 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.
Use your technical skills in web applications (e.g., HTML/CSS, iframe, etc.)
and web services APIs (e.g., SOAP, REST, etc.)
to integrate our products and help resolve customer issues.
- as an advantage.
Coordinate project timelines, tasks, and development efforts with the internal engineering and customer teams to manage implementation projects and ensure we keep customers on plan and schedule.
Demonstrate strong customer-facing capabilities to engage with customers and address their needs effectively.
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 to share lessons learned with other resources.
Requirements: 2+ years of hands-on implementation experience with SaaS applications.
Hands-on experience with implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc., focusing on Accounts Payable functionality (procure to pay).
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. (Business Accounting, IT) Preferred: Proven ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.).
- advantage Experience with payment systems and/or working at a Fintech company.
Experience in working with Ticketing Systems (Zendesk, JIRA, etc.)
and CRM systems (Salesforce).
Experience with compliance and regulatory processes.
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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