FinTech Client #1 | Customer Onboarding Manager (CO)

On behalf of FinTech Client #1 SD Solutions is looking for a talented Associate Customer Onboarding Manager to step onto a fintech unicorn rocketship!

SD Solutions is a staffing partner operating globally. Contact us to get more details about the benefits we offer.

As an Associate Customer Onboarding Manager you will be leading implementation projects with customers of Tipaltis rapidly growing SaaS-based Accounts Payable automation solution and global payments solution. The ideal candidate is self-motivated proactive in understanding customer needs and experienced in moving customers through the implementation of Tipaltis SaaS products.

Responsibilities:

• Lead the implementation of Tipaltis rapidly growing cloud-based accounts payable automation solution ensuring a seamless experience for our customers.
• Deliver exceptional service becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
• 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.

Requirements:

• Bachelors degree in a relevant field or equivalent practical experience.
• 2 years of implementation project management consulting or customer success experience with SaaS applications.
• Excellent project management communication and problem-solving skills.
• Ability to work in a fast-paced deadline-driven start-up environment.
• Passionate about customer service and proactively identifying solutions.

Preferred:

• Hands-on experience implementing and/or integrating with ERP applications such as NetSuite QuickBooks Intacct etc.
• Accounts Payable and Procurement knowledge.
• Ability to read debug and understand web applications (HTML CSS JavaScript API calls etc.)

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.

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