FinTech Client #1 | Customer Onboarding Manager, ERP

On behalf of FinTech Client #1 SD Solutions is looking for a talented Customer Onboarding Manager ERP 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 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 Tipaltis Onboarding Manager career path focused on some of our most complex highest-visibility implementation work. Youll 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 customers 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 isnt 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:

• Bachelors 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
• Ability to read debug and understand web applications (HTML CSS JavaScript API calls etc.)
• 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.

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