Customer Onboarding Manager

This is an initial 12-month FTC

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 finance operations 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.

Are you currently working in accounts payable or finance, enjoy solving problems for internal or external stakeholders, and are curious about moving into the SaaS / fintech world?
This role gives you the opportunity to pivot your finance experience into a client-facing implementation position, helping customers adopt Tipalti's leading AP automation and global payments platform.

If you understand how AP works, enjoy making processes run smoother, and like working directly with people, this could be your next step.

The role

As a Customer Onboarding Manager, you'll lead customers through the full implementation of Tipalti's cloud-based AP automation solution. Your day-to-day will involve translating your finance knowledge into practical guidance for clients, ensuring they get the best possible start with our platform.

You will be responsible for:

• Lead customer onboarding projects from kickoff to go-live, ensuring a smooth transition onto Tipalti's AP automation and payments solution
• Use your accounting/AP expertise to help customers configure workflows that actually work for finance teams
• Become a trusted advisor, supporting customers and helping them succeed throughout implementation
• Guide customers through integrations, data setup, and key configuration decisions
• Manage timelines, tasks, and stakeholders to keep implementations on track
• Share your learnings by contributing to our internal knowledge base and collaborating with colleagues

About you

You might currently be a:

• AP Specialist / AP Analyst
• Finance Assistant / Finance Analyst
• Accountant or Bookkeeper
• ERP/AP Superuser or Process Owner
• Someone in finance operations who has dealt with vendors, auditors, or customers

you're looking for a step into SaaS, fintech, consulting, or project management.

Required:

• Experience in accounts payable, finance operations, or similar
• Comfortable working with external and internal stakeholders
• Strong problem-solving, communication, and organisational skills
• Ability to prioritise, manage timelines, and keep projects moving
• Excited by the idea of learning new technology and helping customers adopt it
• Able to thrive in a fast-moving, scaling tech environment
• A positive, proactive approach to customer service

Desired:

Previous implementation or SaaS experience is great, but not required. If you understand AP and enjoy helping people, we'll teach you the rest.

Our benefits package includes:

• A competitive comp package 
• Comprehensive private medical insurance 
• Private dental insurance
• Internet & phone monthly allowance
• Free breakfast, lunch & snacks on office days
• A hybrid working model

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, , 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  for assistance.

AI Use 
We may use artificial intelligence and automated systems (collectively "AI") to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact

Privacy
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti