Customer Onboarding Manager
Tipalti
Customer Onboarding Manager
Plano, Texas, United States; Vancouver, British Columbia, Canada
As a 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.
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.
In this role, you will be responsible for:
- Leading the implementation of Tipalti's rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our customers
- Delivering exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
- Guiding customers through the technical integration process, providing expert problem-solving assistance
- Overseeing project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations
- Contributing to the internal knowledge base, capturing lessons learned and empowering colleagues
About you
- Bachelor's degree in a relevant field or equivalent practical experience
- 4+ 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
Bonus points if you have:
- 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.)
Our benefits package includes:
- Hybrid working model that requires you to be in the Plano office on Monday, Tuesday, and Thursday
- Competitive salary and stock options
- Matching 401K
- Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
- Maternity, Paternity and Fertility Treatment benefits
- 15 days of PTO
- Subsidized lunch on office days
- Fresh fruit, snacks & drinks in office
- Phone/internet allowance
- Regular company-wide social events
- Multiple ERG groups celebrating our diversity and creating an inclusive culture
Our Mission
Our mission is to elevate 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. We are the AI-powered platform that automates finance.
Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.
Accommodations
Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.
As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to View email address on talent.com for assistance.
$130.5k - $177k
...Overview The QuickBooks Money Customer Success team is focused on engaging, driving value... .... We are looking for a Customer Success Manager interested in using creativity to solve... ...to 'solve for the customer', including onboarding, up-sell, and product, etc. Along the...SuggestedLocal area- ...retention by deeply understanding and advocating for your members' needs. A Seamless Onboarder: You are the "face" of the Kiln journey. From the first inquiry to the final move-in, you manage the details of onboarding and site induction to ensure a friction-free transition...SuggestedWork at officeLocal areaFlexible hours
- ...Customer Success Manager Plano, Texas, United States As a Customer Success Manager, you will be crucial in ensuring our customers achieve... .... Provide mentorship, coaching, and help with onboarding new and existing team members. About you: ~2+ years...SuggestedWork at office
- ...and de facto standard that cloud-centric customers entrust with their risk. We strive to... ...understand their risk b) leverage Armor to co-manage their risk or c) completely outsource... ...the full customer lifecycle from onboarding and activation through renewal and expansion...SuggestedWork at officeLocal areaImmediate startRemote workFlexible hours3 days per week
- ...Customer Success Manager At Enseo, we're redefining what hospitality technology can be. We provide the technology for modern hospitality... ...point of contact after the sale—guiding customers through onboarding, supporting their ongoing needs, and identifying opportunities...SuggestedWork at officeRemote workWork visa
- ...specializing in Recruitment and Workforce Management Solutions (HCM). Our AI-driven platform... ...is seeking a driven, client-focused Customer Success Manager to join our team in Frisco... ...ongoing support to clients from onboarding through long-term engagement • Work collaboratively...
$100k
...Customer Service Manager Location: Frisco, TX Employment Type: Full-Time Compensation: $100,000 + bonus Serenity is hiring a Customer Service... ...licensure or background required — comprehensive training and onboarding included Nice to Have Experience in relationship-based...Full time- ...WorldLink is seeking a Human Resources Operations Specialist in Frisco, TX. In this role, you'll manage various HR operations, assist with onboarding, and ensure compliance with corporate policies. Ideal candidates will have 3-5 years of experience in HR, strong organizational...
- ...Assistant Bakery Operations Manager The Assistant Bakery Operations Manager (ABOM) is a leadership pipeline role designed to develop... ...& Team Development Support recruiting, interviewing, onboarding, and training of new staff Deliver consistent coaching and...Hourly payShift workNight shift
- ...Job Description Join JP Morgan Chase as a Client Onboarding Vice President and lead the charge in delivering exceptional treasury product... ...implementations for our global clients. Leverage your project management expertise to create seamless onboarding experiences, build...
- ...sales team performance, mentoring Account Managers and Account Associates, and ensuring... ...revenue and contribution targets for their customer set. This player‑coach role combines... ...and check‑ins with team members. Provide onboarding, and ongoing development for new and existing...Worldwide
- ...Client Services Manager Our company is looking for a Client Services Manager. This person... ...of business flow. Manages client onboarding processes to ensure a smooth transition.... ...Proven experience in client management or customer service roles. Experience in the financial...Full timeRemote workNight shift
$70k
...personalized, rewarding, and simple. For too long, managing travel and spend has been overwhelming... ...and powered by technology that delights customers at every step. That’s why we’re building... ...: Acquire and contribute to the onboarding process for new accounts, collaborating...Work at officeRemote workMonday to Friday- ...responsible for multiple aspects of trade show management for the ERP and Civic market. Primary responsibilities include customizing the trade show experience for target... ...problem‑solving, and sharp attention to detail to onboard services efficiently and accurately. Senior...Contract workSummer workInternshipSummer internshipWork at officeLocal areaImmediate start
- ...& Insights Associate in Commercial Banking Finance & Business Management (F&BM) Join our dynamic team where you'll leverage your analytical... ...(F&BM), you play a pivotal role in supporting the Client Onboarding & Servicing (COS) organization. You will partner with senior...Visa sponsorship
- ...set on what college students need to navigate their academic lives.” - The Washington Post The Opportunity As a Customer Success Manager (CSM) - West Coast, you'll sit at the intersection of relationships and revenue. You'll own a portfolio of college and university...Remote work
- ...About the Role As a Senior Customer Success Manager, you will independently manage strategic customer relationships and ensure long-term value realization across a portfolio of mid-market and enterprise accounts. You will lead success planning, drive adoption and engagement...Remote work
$27.38 - $45.63 per hour
...Store Manager Vans is the original brand rooted in the authentic lifestyle of skateboarding... ...little like this: Model exceptional customer service and selling behaviors drive a... ...related to recruitment, hiring, onboarding, performance evaluations, promotions, and...Hourly payLocal areaFlexible hoursShift work- ...serving SMB, enterprise, and public sector customers. Founded as part of Valsoft Corporation... ...a strategic alliance with existing management teams. We recognize the dedication and... ...early activation and hand off accounts to onboarding teams. · Represent the company at...Permanent employmentTemporary workRemote work
$1,400 - $2,800 per month
...$1,400-$2,800 per deal Residential Sales: $500 advance per customer (balance paid in two parts: at claim approval and after installation... ...platform Shadowing + field support for field reps; remote onboarding for commercial sales Tools & resources to help you win — no...Contract workRemote workFlexible hours$50k - $250k
...homeowners through the insurance claims process Build strong customer relationships and close sales Meet or exceed weekly and... ...Offer: Results University, our BEST in the INDUSTRY, 90 Day onboarding program Flexible schedule Pay based on performance with...Flexible hours- ...highest standards of ethical conduct. We intend to exceed our customers’ expectations through an innovation-driven, high-velocity approach... ...cadaveric). Treace is proud to offer: A comprehensive onboarding training program and ongoing continuing education curriculums....Remote workNight shift
$22.5 - $31 per hour
...Leads training, coaching, and performance management of pharmacy technicians. Makes... ...including discipline and termination. Customer Experience Engages customers and patients... ...planning. Accountable for technician hiring, onboarding, training, and scheduling. Monitors and...Hourly payFull timeWork experience placementLocal areaFlexible hoursAfternoon shift- ...Client Delivery Manager NTT DATA Services is seeking a Client Delivery Manager to join... ...with regards to the ECS engagement. The Customer Delivery Manager (CDM) is the personal... ...account team). Drive transformation and onboarding towards SAP Cloud Solutions. Drives end-...Contract work
$5,250 per month
...every interaction with suppliers Craft and deliver a flawless onboarding experience for suppliers by providing clear communication of... ...What we’re looking for ~2+ years of sales and/or customer service experience ~ Proven track record of meeting or exceeding...16 hoursTemporary workLocal areaRemote work$94k - $122k
...to clarify expectations and answer any questions you have.We are looking for a meticulous and knowledgeable PSA Verified Customer Success Manager to join our PSA Vault team. As a PSA Verified Customer Success Manager, you will play a vital role in the PSA Verified repack...Full timeRemote workWorldwideFlexible hoursShift work- ...The Role The Growth Customer Success Manager owns the post-sale experience for Clearstory's growing specialty contractor customers. You will... ...lightweight, scalable engagement model — combining a CSM-led onboarding experience with automated touchpoints, in-app guidance,...For contractorsFor subcontractorWork at officeRemote workFlexible hours
$94k - $122k
## Customer Success Manager, PSA Verified (Remote - West Coast)Applylocations: US - Remote: US Remote - Dallas TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: JR104838Collectors is the leading creator of innovative technology that provides value-added...Full timeRemote workWorldwideFlexible hoursShift work$29.52 - $50.29 per hour
...Overview The Customer Success Manager – Mid-Market is responsible for the performance, growth, and retention of a portfolio of high‑value enterprise customers within an assigned vertical. This role serves as the primary relationship owner, driving customer outcomes through...Afternoon shift- ...Community Manager At RPM, we're in the business of extraordinary. We believe people-... ...conducting candidate interviews, overseeing onboarding, training, timesheet approval, and... ...company's standards Provide excellent customer service while maintaining the highest standards...Weekly payFull timeStart working todayWork at officeLocal areaFlexible hoursNight shiftWeekday work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Customer Onboarding Manager. Be the first to apply!
- bilingual customer service manager Plano, TX
- entry level customer service manager Plano, TX
- insurance customer service manager Plano, TX
- customer onboarding manager Plano, TX
- director customer care Plano, TX
- customer service support manager Plano, TX
- remote customer service manager Plano, TX
- senior customer service manager Plano, TX
- senior manager customer operations Plano, TX
- sales customer service manager Plano, TX








