Customer Onboarding Manager

SD Solutions; Medellín; Presencial; COP 120.000.000 - 180.000.000; Jornada completa

Descripción de la vacante

FinTech Client #1 through SD Solutions is seeking a Customer Onboarding Manager focused on ERP migrations to drive end-to-end ERP project implementations for existing customers. You will guide discovery, scoping, sandbox testing, cutover, and hypercare while serving as a trusted advisor to Finance and Accounting stakeholders, including VP-level leaders.

The ideal candidate is self-motivated, detail-oriented, and an excellent communicator who keeps customers and internal partners informed at

Formación

• Bachelor's degree or equivalent practical experience.
• 4+ years of implementation, project management, consulting, or customer success experience with SaaS applications.
• Hands-on experience implementing and/or integrating ERP applications such as NetSuite, QuickBooks, Intacct, SAP, or Xero (required).
• Excellent project management, written and verbal communication, and problem-solving skills, including experience communicating professionally with senior/executive-level stakeholders.
• Ability to work in a fast-paced, deadline-driven start-up environment.
• Passionate about customer service and proactively identifying solutions.

Responsabilidades

• Leading end-to-end ERP migration projects for existing Tipalti customers, managing the full lifecycle from discovery and scoping through sandbox testing, cutover, and hypercare.
• Serving as the primary point of contact and trusted advisor for customers' Finance and Accounting stakeholders — including VP-level leaders — with clear, proactive, and professional communication throughout the project.
• Partnering with Sales, CSM/SAM, and TAM teams during project intake to capture project details, scope requirements, and coordinate Statement of Work (SOW) preparation and pricing.
• Coordinating integration updates between Tipalti and the customer's new ERP, working closely with internal integration and technical teams.
• Advising customers on data migration best practices, including vendor data and open bill migration, and use of AP clearing accounts where appropriate.
• Assessing project complexity (number of entities/instances, transaction volume, additional integrations, regulatory requirements, parallel run requests) to determine the right level of testing and support.
• Planning and executing cutover activities that minimize downtime, with clear advance communication to customers about timing and expectations.
• Providing hypercare support after go-live to ensure a smooth transition and quick resolution of any issues.
• Maintaining timely, proactive communication with customers and internal stakeholders across the project, including planning for coverage during any absences so momentum isn't lost.
• Overseeing project timelines, tasks, and deliverables, keeping customers on track and exceeding expectations.
• Contributing to the internal knowledge base, capturing lessons learned and helping colleagues navigate future ERP migration projects.

Conocimientos

Excellent project management

Written and verbal communication

Problem-solving

Customer service orientation

Educación

Bachelor's degree or equivalent

Herramientas

NetSuite

QuickBooks

Intacct

SAP

Xero

Descripción del empleo

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 Onboarding Manager, ERP Migrations, you will lead ERP migration projects for existing Tipalti customers who are moving from one ERP system to another (e.g., NetSuite, QuickBooks Online, Intacct, SAP, Xero). This is a specialized track within Tipalti's Onboarding Manager career path, focused on some of our most complex, highest-visibility implementation work. You'll guide customers end-to-end — from early discovery and scoping through cutover and hypercare — while acting as a trusted advisor to customer Finance and Accounting stakeholders, often including VP-level leaders. The ideal candidate is self-motivated, detail-oriented, and an excellent communicator who keeps customers and internal partners informed at every stage of the project.

Responsibilities:

• Leading end-to-end ERP migration projects for existing Tipalti customers, managing the full lifecycle from discovery and scoping through sandbox testing, cutover, and hypercare
• Serving as the primary point of contact and trusted advisor for customers' Finance and Accounting stakeholders — including VP-level leaders — with clear, proactive, and professional communication throughout the project
• Partnering with Sales, CSM/SAM, and TAM teams during project intake to capture project details, scope requirements, and coordinate Statement of Work (SOW) preparation and pricing
• Coordinating integration updates between Tipalti and the customer's new ERP, working closely with internal integration and technical teams
• Advising customers on data migration best practices, including vendor data and open bill migration, and use of AP clearing accounts where appropriate
• Assessing project complexity (number of entities/instances, transaction volume, additional integrations, regulatory requirements, parallel run requests) to determine the right level of testing and support
• Planning and executing cutover activities that minimize downtime, with clear advance communication to customers about timing and expectations
• Providing hypercare support after go-live to ensure a smooth transition and quick resolution of any issues
• Maintaining timely, proactive communication with customers and internal stakeholders across the project, including planning for coverage during any absences so momentum isn't lost
• Overseeing project timelines, tasks, and deliverables, keeping customers on track and exceeding expectations
• Contributing to the internal knowledge base, capturing lessons learned and helping colleagues navigate future ERP migration projects

Requirements:

• Bachelor's degree in a relevant field or equivalent practical experience
• 4+ years of implementation, project management, consulting, or customer success experience with SaaS applications
• Hands-on experience implementing and/or integrating ERP applications such as NetSuite, QuickBooks, Intacct, SAP, or Xero (required)
• Excellent project management, written and verbal communication, and problem-solving skills, including experience communicating professionally with senior/executive-level stakeholders
• Ability to work in a fast-paced, deadline-driven start-up environment
• Passionate about customer service and proactively identifying solutions

Bonus points if you have:

• Accounts Payable and Procurement knowledge
• Experience with multi-entity, multi-instance, or cross-border ERP migrations

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.