Hybrid Onboarding Leader - SaaS Finance Automation

Tipalti; Plano (TX); Hybrid; USD 63,000 - 79,000; Full time

Benefits offered by this job

Hybrid working model in Plano

Competitive salary plus stock options

401K matching

Extended benefits and PTO

Maternity, Paternity and Fertility

Office lunch subsidies

Phone/internet allowance

Job summary

Tipalti, a leading SaaS platform for global accounts payable automation, is seeking a Customer Onboarding Manager in Plano. You will lead cloud-based implementations, coordinate with product, sales, and customer success teams, and ensure a smooth, value-driven onboarding experience for enterprise customers.

You will guide technical integrations, manage timelines, and contribute to knowledge sharing while driving customer adoption and long-term revenue growth.

Qualifications

• 4+ years of implementation, project management, consulting, onboarding or customer success experience with SaaS applications.
• Excellent project management and time management skills.
• Excellent verbal and written communication skills.
• Ability to adapt rapidly to a fast paced professional environment.
• Passionate about customer service and proactively identifying solutions.

Responsibilities

• Lead the implementation of Tipalti's cloud-based accounts payable automation solution, ensuring a seamless experience for our customers.
• Deliver exceptional service, be a trusted advisor and advocate for each customer throughout their implementation journey.
• Guide customers through the technical integration process, providing expert problem-solving assistance.
• Oversee project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations.
• Contribute to the internal knowledge base, capturing lessons learned and empowering colleagues.
• Become an expert in Tipalti's growing finance automation products and work closely with the product team to provide customer insights.
• Partner with Sales and Customer Success to drive customer adoption and revenue goals.

Skills

Implementation experience

Project management

Customer success

SaaS applications

Communication skills

Time management

Education

Bachelor's degree

Tools

ERP systems

Accounting software

Job description

Tipalti, a leading SaaS platform for global accounts payable automation, is seeking a Customer Onboarding Manager in Plano. You will lead cloud-based implementations, coordinate with product, sales, and customer success teams, and ensure a smooth, value-driven onboarding experience for enterprise customers.

You will guide technical integrations, manage timelines, and contribute to knowledge sharing while driving customer adoption and long-term revenue growth.