Manager, Strategic Customer Onboarding

tipaltisolutions; Plano (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Tipalti is hiring a Manager, Strategic Onboarding in Plano, TX. You will lead a team responsible for Tipalti's most complex customer implementations and oversee portfolio health, staffing, risks, and escalation management.

This is a people and portfolio leadership role, not an individual delivery position, with success measured by the team's performance and portfolio outcomes. You will establish scalable delivery practices, coach senior Onboarding Managers, and partner across functions to remove

Responsibilities

• Lead, coach, and develop a team of Onboarding Managers responsible for complex and strategically important customer implementations.
• Establish clear performance expectations, provide regular coaching and feedback, and create development opportunities for the team.
• Own portfolio health, delivery risk, time-to-value, and customer experience across the Strategic Onboarding portfolio.
• Coordinate staffing and capacity planning to balance customer needs, project complexity, and business priorities.
• Serve as first-level escalation for at-risk implementations and engage executive customers when appropriate.

Job description

As the Manager, Strategic Onboarding, you will lead a team responsible for Tipalti's most complex and strategically important customer implementations, including both internally delivered and partner-led engagements. You will be accountable for the performance, development, and success of your team and the overall health of the delivery portfolio, ensuring projects are appropriately staffed, risks are identified and addressed early, and customers receive a consistently high-quality onboarding experience.

You will own portfolio-level delivery performance, capacity and resource management, operational cadence, and first-line escalation management for your team. You will coach and develop experienced Onboarding Managers, establish repeatable and scalable delivery practices, and partner cross-functionally to remove systemic barriers to successful implementation.

This is a people and portfolio leadership role, not an individual implementation role. Success is measured by the performance of the team and portfolio—not by personally carrying customer implementations.

Why join Tipalti?

Tipalti is the AI-powered platform for finance automation, elevating 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. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies.

At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together.

Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam, Tbilisi and Medellin.

In this role, you will be responsible for:

• Lead, coach, and develop a team of experienced Onboarding Managers responsible for complex and strategically important customer implementations.
• Establish clear performance expectations, provide regular coaching and feedback, and create development opportunities that strengthen the team's delivery and leadership capabilities.
• Build a culture of ownership and accountability in which Onboarding Managers independently lead their portfolios and escal
• Recruit, hire, onboard, and develop new team members as the organization grows.
• Own performance management, goal setting, and development planning for the team.
• Own the overall health and performance of the Strategic Onboarding portfolio, including project health, delivery risk, time-to-value, customer experience, capacity, and forecast accuracy.
• Establish and lead a consistent portfolio operating cadence that surfaces risks early, drives clear ownership of actions, and enables proactive intervention before issues become escalations.
• Own staffing and capacity management across the team, balancing customer needs, project complexity, team capabilities, and business priorities.
• Serve as the first level of management escalation for at-risk implementations, providing leadership and executive customer engagement when appropriate while maintaining clear ownership with the assigned Onboarding Manager.
• Provide leadership oversight for Tipalti's most complex and strategically important implementations, ensuring teams have the resources, cross-functional support, and decision-making required for successful delivery.
• Identify patterns across projects and escalations and translate them into systemic improvements rather than repeatedly solving the same issues customer by customer.
• Maintain accurate portfolio visibility and forecasting, using data to identify emerging risks, capacity constraints, and opportunities to improve delivery performance.
• Provide operational oversight of strategic partner-led implementations within the broader Strategic Onboarding portfolio, ensuring appropriate visibility, governance, escalation management, and consistent delivery standards across both Tipalti-led and partner-led engagements.
• Identify and implement improvements to delivery processes, tools, and operating practices that increase consistency,