Fintech Onboarding Project Manager
TipaltiPosition Summary
As an Associate Customer Onboarding Manager, you will lead implementation projects with new and existing customers of our rapidly growing SaaS based fintech solution.
This is not a standard implementation role – we are looking for someone that loves the challenge of delivering complex projects whilst understanding the importance of delivering a great product . You will be working independently on integrations, navigating customer requirements with an array of internal and external stakeholders.
This is a hybrid position and requires you to be in office, Monday, Tuesday and Thursday
You will be responsible for:
- Offering world-class service to our customers.
- 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.
About You:
- 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
- Experience integrating with ERP applications such as NetSuite, QuickBooks, Intacct, Xero, Microsoft BC, etc. is a plus
- Proven ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
- Experience with Ticketing Systems (Zendesk, JIRA, etc.) and CRM systems (Salesforce) is a plus
- 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.
- Procurement or Supply chain management experience would be a great advantage!
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.
AI Use
We may use artificial intelligence and automated systems (collectively "AI") to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact hr@tipalti.com.
Privacy
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:
Job Candidate Privacy Notice | Tipalti
www.tipalti.com/privacy/job-candidate-privacy-notice/