Fintech Onboarding Project Manager

Position Summary

As an Associate Customer Onboarding Manager, you will lead implementation projects with new and existing customers of our rapidly growing SaaS based fintech solution. 

This is not a standard implementation role – we are looking for someone that loves the challenge of delivering complex projects whilst understanding the importance of delivering a great product . You will be working independently on integrations,  navigating customer requirements with an array of internal and external stakeholders.

This is a hybrid position and requires you to be in office, Monday, Tuesday and Thursday

You will be responsible for:

• Offering world-class service to our customers.
• Using your analytical and technical proficiency to efficiently guide the client through the implementation process -  assessing business and implementation risks, troubleshooting complex issues, managing internal resources to resolve product and integration issues, and ensuring our client's success in reaching their objectives.
• Developing implementation plans and be accountable for informing and advising client stakeholders and internal stakeholders of planning and progress.
• Partner effectively with Tipalti Sales, Compliance, Engineering, Product Management and Customer Success teams to ensure a successful customer experience and implementation.
• Coordinate project timelines, tasks, and development efforts to manage implementation projects and ensure we keep customers on plan and on schedule.
• Be committed to customer success and serve as the customer’s advocate within Tipalti.
• 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: 

• Hands-on implementation experience with SaaS applications or other software solutions.  
• Good project management skills to effectively guide the customer to success while managing various internal resources
• Experience integrating with ERP applications such as NetSuite, QuickBooks, Intacct, Xero, Microsoft BC, etc. is a plus
• Proven ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
• Experience with Ticketing Systems (Zendesk, JIRA, etc.) and CRM systems (Salesforce) is a plus
• Ability to lead workshops, including the gathering/documenting of requirements and use-cases and recommendation of envisioned processes.
• Great communication skills is what you are known for, you can communicate across different teams and use different questioning techniques to understand customer’s needs.
• Building relationships and working within a collaborative team environment is what motivates you.
• A high growth environment excites you because you want the opportunity to contribute to building something special
• Strong analytical, creative thinking and problem solving skills 
• Ability to work in a fast-paced, deadline-driven start-up environment.
• Procurement or Supply chain management experience would be a great advantage!