Customer Onboarding Manager

Role overview

Responsibilities

• Lead implementation of Tipalti’s cloud-based accounts payable automation solution and provide a seamless customer experience.
• Act as a trusted advisor and advocate for customers throughout implementation; guide technical integration and troubleshoot problems.
• Oversee timelines, tasks, and development efforts to keep customers on track and exceed expectations.
• Document lessons learned in the internal knowledge base and help colleagues.
• Build expertise in finance automation products and share customer insights with the product team.
• Partner with Sales and Customer Success to drive adoption and revenue goals.

About you

• 4+ years of implementation, project management, consulting, onboarding, or customer success experience with SaaS applications.
• Excellent project management, time management, written communication, and verbal communication skills.
• Ability to adapt quickly in a fast-paced professional environment, with a customer-service mindset and proactive approach to solutions.

Bonus qualifications

• A bachelor’s degree in a relevant field is a bonus.
• Hands-on ERP or accounting application experience, including NetSuite, QuickBooks, or Intacct, is a bonus.
• Accounts payable and procurement knowledge; financial services solutions experience; web application familiarity with HTML, CSS, JavaScript, or API calls; startup experience; and professional use of AI tools are bonus qualifications.

Workplace

• Hybrid working model requiring office attendance Monday, Tuesday, and Thursday.

Compensation

• Base salary is $88,000–$110,000 CAD annually.
• Target bonus is 10% of base salary; expected total compensation is $96,800–$121,000 CAD annually, including base salary and target bonus/commission.
• Final compensation depends on experience, skills, qualifications, and other job-related factors.

Benefits

• Benefits include equity, matching RRSP, extended benefits, employee assistance, life insurance, AD&D, LTD, 15 days of PTO, subsidized lunches on office days, office snacks and drinks, a phone/internet allowance, and company social events.
• Tipalti offers career coaching, a flexible workplace, and employee resource groups.

About Tipalti