FinTech Client #1 | Customer Onboarding Manager

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 Tipalti’s 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 Tipalti’s SaaS products.

Responsibilities:

• Lead the implementation of Tipalti's 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:

• Bachelor's 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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