Manager, Customer Onboarding

2 weeks ago


Vancouver, Canada Tipalti Full time

**Position Summary**

As the Manager, Customer Onboarding, you will work with the leadership team to achieve/exceed department/company goals including reducing time to go live, improving sales-to-conversion ratios, improving implementation quality, etc. In addition, you will recruit and hire new Customer Onboarding Managers including managing direct reports - performance reviews, mentoring/coaching, monitoring team MBO’s, etc. You will own revenue forecasting and delivery for your team and be responsible for owning successful implementation of large, complex accounts. You will implement delivery processes and tools to ensure optimal execution while ensuring high customer satisfaction for your team - measure, monitor and improve as needed and assist the leadership team with customer escalations for your team.

**Why join Tipalti?**

Tipalti is one of the world’s fastest-growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 3000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

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.

**In this role, you will be responsible for**:

- Lead implementation projects with customers of Tipalti’s rapidly growing SaaS-based Accounts Payable automation solution.
- Work with internal/external customer teams to assess business and implementation risks, guide the technical integration process, assist with technical problem solving, and manage internal resources to resolve various customer issues.
- Coordinate project timelines, tasks, and development efforts with both the internal engineering team and customer teams to manage implementation projects and ensure we keep customers on plan and on schedule.
- Improve internal processes and systems for more efficient customer interactions.
- Develop repeatable and scalable processes to improve project quality and delivery
- Share product feedback with Product and Engineering teams to help improve the product.
- Contribute to the internal knowledge base so you can share lessons learned with other resources.

**About you**
- 2+ years of implementation/onboarding management experience.
- Ability to lead workshops, including the gathering/documenting of requirements and use-cases and recommendation of envisioned processes.
- Relevant account and customer management experience.
- Strong analytical, creative thinking, and problem solving skills.
- Excellent communication, project management, and multi-tasking skills.
- Detail-oriented and well organized.
- Ability to work in a fast-paced, deadline-driven start-up environment.
- Passionate about customer service and helping others.
- BA/BS in a related field or equivalent experience.

**Preferred**
- Experience with payment systems and/or working at a Fintech company.
- Experience in working with Ticketing Systems (Zendesk, JIRA, etc.) and CRM systems (Salesforce).
- Experience with compliance and regulatory processes.

**Our benefits package includes**:

- Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
- Competitive salary and stock options
- Matching RRSP
- Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
- 15 days of PTO
- Subsidized lunch on office days
- Fresh fruit, snacks & drinks in office
- Dog-friendly office
- Conveniently located close to transit
- Phone/internet allowance
- Regular company-wide social events
- Multiple ERG groups celebrating our diversity and creating an inclusive culture

Anticipated base pay rate for this position: $130,000 - $145,000 CAD.
Variable (commission or bonus) pay rate will be paid in addition to base salary noted above.

LI-OK1

LI-Hybrid

**Interested in learning more about us?**

Tipalti is the only company handling both global partner payments and accounts payable workflows for high-velocity companies across the entire financial operations cycle: onboarding and managing global suppliers, instituting procurement controls, streamlining invoice processing and approvals, executing payments around the world, and reconciling payables data across a multi-subsidiary finance organization. Tipalti enables companies to scale quickly by making payables strategic with operational, compliance, and financial controls. Through Tipalti, our clients can efficiently and secur



  • Vancouver, Canada Bucketlist Rewards Full time

    Bucketlist Rewards is looking for an experienced Customer Onboarding/Implementation Manager to join our growing Customer Success team. In this role, you will own the end-to-end onboarding for SMB, mid-market and enterprise clients, guiding them from kickoff to launch and ensuring a smooth, engaging, and value-driven implementation process. This is an...


  • Vancouver, Canada Bucketlist Rewards Full time

    Bucketlist Rewards is looking for an experienced Customer Onboarding/Implementation Manager to join our growing Customer Success team. In this role, you will own the end-to-end onboarding for SMB, mid-market and enterprise clients, guiding them from kickoff to launch and ensuring a smooth, engaging, and value-driven implementation process. This is an...


  • Vancouver, Canada Bucketlist Rewards Full time

    Bucketlist Rewards is looking for an experienced Customer Onboarding/Implementation Manager to join our growing Customer Success team. In this role, you will own the end-to-end onboarding for SMB, mid-market and enterprise clients, guiding them from kickoff to launch and ensuring a smooth, engaging, and value-driven implementation process. This is an...


  • Vancouver, Canada Dash Social Full time

    As a Customer Onboarding Manager on our Customer Success team, you will guide prospects and new customers through their onboarding journey with Dash Social. During their first 30-90 days (on average), you'll act as their trusted advisor, proving our value, driving product adoption, and ensuring they're set up for long-term success. You’ll collaborate...


  • Vancouver, Canada Dash Social Full time

    As a Customer Onboarding Manager on our Customer Success team, you will guide prospects and new customers through their onboarding journey with Dash Social. During their first 30-90 days (on average), you'll act as their trusted advisor, proving our value, driving product adoption, and ensuring they're set up for long-term success. You’ll collaborate...


  • Vancouver, Canada Dash Social Full time

    As a Customer Onboarding Manager on our Customer Success team, you will guide prospects and new customers through their onboarding journey with Dash Social. During their first 30-90 days (on average), you'll act as their trusted advisor, proving our value, driving product adoption, and ensuring they're set up for long-term success. You'll collaborate closely...


  • Vancouver, Canada Dash Social Full time

    As a Customer Onboarding Manager on our Customer Success team, you will guide prospects and new customers through their onboarding journey with Dash Social. During their first 30-90 days (on average), you'll act as their trusted advisor, proving our value, driving product adoption, and ensuring they're set up for long-term success.You'll collaborate closely...


  • Vancouver, British Columbia, Canada Bucketlist Rewards Full time $60,000 - $70,000

    Bucketlist Rewards is looking for an experienced Customer Onboarding/Implementation Manager to join our growing Customer Success team. In this role, you will own the end-to-end onboarding for SMB, mid-market and enterprise clients, guiding them from kickoff to launch and ensuring a smooth, engaging, and value-driven implementation process.This is an exciting...


  • Vancouver, British Columbia, Canada Dash Social Full time

    The OpportunityAs a Customer Onboarding Manager on our Customer Success team, you will guide prospects and new customers through their onboarding journey with Dash Social. During their first 30-90 days (on average), you'll act as their trusted advisor, proving our value, driving product adoption, and ensuring they're set up for long-term success.You'll...


  • Vancouver, Canada eSentire Full time

    About eSentire eSentire is on a mission to hunt, investigate and stop cyber threats before they become business disrupting events. We were founded from the premise that if you can't find a solution, you build it. Entrepreneurship and innovation are in our DNA. Our culture is based on transparency, candor, and resiliency. At eSentire, continuous improvement...