Onboarding Project Manager

Tipalti; City Of London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial technology company is seeking a Project Manager to oversee the implementation of solutions for clients. The ideal candidate will have over 3 years of experience in project management, especially in SaaS or Fintech environments. Responsibilities include coordinating with various teams, managing project risks, and ensuring deliverables meet client expectations. Strong communication skills and technical knowledge are essential.

Benefits

Inclusive company culture

Diverse work environment

Qualifications

• 3+ years as a Project Manager in SaaS or Fintech.
• Strong technical background in software development processes.
• Excellent communication and interpersonal skills.

Responsibilities

• Lead project planning, execution, delivery.
• Collaborate with internal and external stakeholders.
• Monitor project progress and track KPIs.

Skills

Project Management

Technical Knowledge

Communication Skills

Problem-solving

Education

Bachelor's degree in a relevant field

Tools

Jira

Salesforce

HTML/CSS/API

Confluence

Job description

Overview

As a Project Manager in the Customer Onboarding (CO) team at Tipalti, you will oversee the implementation of Tipalti solutions for our clients. We are seeking a skilled and experienced SaaS Project Manager to join our dynamic team. As a Project Manager, you will be responsible for leading the planning, execution, and delivery of our products post-sales. You will work closely with cross-functional teams to ensure that projects are completed on time, within scope, with high quality, and ensure customer delight. Your expertise in project management and your ability to navigate the technical intricacies of our solutions will be critical to the success of our implementations.

Responsibilities

• Collaborate with internal and external stakeholders to gather requirements, define project scope and develop project plans and timelines.
• Coordinate with cross-functional teams, including sales, software developers, engineers, QA resources, etc., to ensure project objectives are met on time and within budget.
• Coordinate resource allocation. Manage project resources effectively.
• Manage project risks, issues and dependencies, and implement effective mitigation strategies to ensure successful project delivery.
• Monitor project progress, track key performance indicators (KPIs), and provide regular updates to the stakeholders.
• Act as the primary point of contact for clients throughout the project lifecycle, addressing their concerns, resolve issues and managing expectations.
• Implement project specific structured escalation process to address and resolve issues in a timely manner, ensuring minimal impact on project progress.
• Conduct post-implementation reviews and lessons learned sessions to identify areas for improvement and best practices.

Revenue Attainment

• Own bookings to revenue from contract signature to full adoption
• Drive successful implementation and accelerate revenue realization for high-value, strategic customer accounts

Technical Expertise

• Communicate technical requirements to both technical and non-technical stakeholders.
• Troubleshoot technical issues and work with the development team to resolve them.
• Ensure that technical deliverables meet quality standards and client expectations.

Stakeholder Communication

• Serve as the main point of contact for clients during implementation.
• Facilitate recurring internal and external project status meetings to track completed/upcoming activities, raise urgent items/risks and ensure all milestones are on track.
• Establish and maintain regular steering committee meetings comprising key stakeholders and decision-makers responsible for project oversight and governance.
• Maintain a proactive approach to stakeholder engagement and relationship management, ensuring customer delight.
• Prepare and deliver comprehensive status reports to C and Executive level team members highlighting key milestones, achievements, risks and issues.
• Foster strong, collaborative relationships with clients and internal teams.
• Translate technical project details into business-focused insights and strategic recommendations.
• Ensure clear and effective communication between all project stakeholders.

Documentation

• Develop and maintain comprehensive project documentation, including scope alignment, project plans, requirement documents, RAID logs, stakeholder communication plans, status reports, etc.
• Ensure that project documentation is comprehensive and accessible to all relevant parties.
• Conduct regular audits of the Project Plan, internal processes and procedures to constantly improve.

Qualifications

• Bachelor's degree in a relevant field (e.g., Computer Science, Business, or Finance/Accounting).
• 3+ years as a Project Manager, or Technical Project Manager, preferably in the SaaS or Fintech industry.
• Strong technical background and familiarity with software development processes and common SaaS technologies. (HTML/CSS/API/Confluence/Jira/Salesforce)
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Exceptional problem-solving and analytical skills.
• Attention to detail and a commitment to delivering high-quality results.
• Project management certification (e.g., PMP) is a plus.

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. 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 at tipalti.com for assistance.

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/