Customer Onboarding Manager

With a focus on driving excellent client service and understanding the needs of our clients, we are continually enhancing the onboarding approach. As a result, we are looking for an experienced Senior Customer Onboarding Manager to join our Customer Onboarding Team, which is integral to Tipalti. The purpose of this role is to manage and own the end-to-end client onboarding experience within Tipalti for our large, complex implementations. This will encompass the onboarding journey for new and existing customers. The role holder will be required to demonstrate excellent program management, communication, stakeholder management and strategic thinking skills.

Why join Tipalti?

Tipalti is the AI-powered platform for finance automation, elevating 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 financeoperations efficiency. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies.

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.

Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam, Tbilisi and Medellin.

In this role, you will be responsible for:

• Manage and oversee the full client onboarding experience for large, complex, and multi-regional implementations.
• Build and maintain strong client relationships, acting as the main point of contact and ensuring a best-in-class experience.
• Develop and manage onboarding plans, timelines, and resources in collaboration with internal and external stakeholders, ensuring adherence to Tipalti’s methodology.
• Define and monitor SLAs and KPIs, manage risks, escalate issues, and drive process and tool improvements.
• Lead complex system integrations (e.g., NetSuite, Intacct, API, multi-entity, PO matching, iframe).
• Collaborate cross-functionally with Sales, Legal, Risk, Compliance, Product, and Operations teams for successful onboarding outcomes.
• Provide regular progress updates to stakeholders and manage change management processes to ensure smooth adoption.
• Take a consultative approach to address client needs and propose effective solutions.
• Mentor and support junior onboarding managers, share best practices, and contribute to a culture of continuous improvement, collaboration, and knowledge sharing.
  
  

About you

• Proven program management experience, preferably in the SaaS or Fintech industry.
• Proven track record of stakeholder management and strong communication skills, both internally and externally.
• Experience working in the SaaS industry with a clear understanding of client challenges, market dynamics, and service delivery.
• Understanding of P2P processes is preferred.
• Excellent collaboration and communication skills with the ability to interact effectively with Technical, Finance, and Operations teams, from C-level executives to end users.
• Ability to manage client expectations through clear communication and effective risk management.
• Experience applying a consultative approach to identify issues and create effective solutions.
• Strong alignment with Tipalti’s corporate values.
• Project management qualifications or equivalent experience preferred.
• Ability to quickly learn new information, processes, and procedures.

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.