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Manager – Customer Onboarding
| Company | Tipalti |
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| Location | Vancouver, BC, Canada |
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| Salary | $130000 – $145000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Senior |
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Requirements
- 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.
Responsibilities
- 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.
Preferred Qualifications
- 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.
