Project Manager - Customer Onboarding

Posted 9 Days Ago
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Plano, TX
Mid level
Payments
The Role
As a Project Manager at Tipalti, you will oversee the implementation of solutions for clients, ensuring high-quality delivery and customer satisfaction. Responsibilities include project planning, coordination of cross-functional teams, managing project risks, stakeholder communication, and developing project documentation. You will own revenue attainment from contract signature to adoption, requiring strong technical knowledge of Tipalti's solutions.
Summary Generated by Built In

Position Summary

As a Project Manager at Tipalti, you will oversee the implementation of Tipalti solutions for our clients.  We are seeking a skilled and experienced SaaS Project Manager to join our dynamic team.  As a Tipalti Project Manager, you will be responsible for leading the planning, execution, and delivery of our products.  You will work closely with cross-functional teams, to ensure that projects are completed on time, within scope, with high quality, and ensure customer delight. Your expertise in project management and your ability to navigate the technical intricacies of our solutions will be critical to the success of our implementations.


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 4000 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. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together. 

In this role, you will be responsible for:

  • Project Planning and Execution:
    • Collaborate with internal and external stakeholders to gather requirements, define project scope and develop project plans and timelines.
    • Coordinate cross-functional teams, including sales, software developers, engineers, QA resources, etc…to ensure project objectives are met on time and within budget.
    • Coordinate resource allocation.  Manage project resources effectively.
    • Manage project risks, issues and dependencies, and implement effective mitigation strategies to ensure successful project delivery.
    • Monitor project progress, track key performance indicators (KPIs), and provide regular updates to the stakeholders.
    • Act as the primary point of contact for clients throughout the project lifecycle, addressing their concerns, resolve issues and managing expectations.
    • Implement project specific structured escalation process to address and resolve issues in a timely manner, ensuring minimal impact on project progress.
    • Conduct post-implementation reviews and lessons learned sessions to identify areas for improvement and best practices.
  • Revenue Attainment:
    • Own bookings to revenue from contract signature to full adoption
    • Ensure successful implementation and revenue adoption for our largest, most strategic customers
  • Technical Expertise:
    • Gain a deep understanding of Tipalti's Accounts Payable solutions.
    • Communicate technical requirements to both technical and non-technical stakeholders.
    • Troubleshoot technical issues and work with the development team to resolve them.
    • Ensure that technical deliverables meet quality standards and client expectations.
  • Stakeholder Communication:
    • Serve as the main point of contact for clients during implementation.
    • Facilitate recurring internal and external project status meetings to track completed/upcoming activities, raise urgent items/risks and ensure all milestones are on track.
    • Establish and maintain regular steering committee meetings comprising key stakeholders and decision-makers responsible for project oversight and governance.
    • Maintain a proactive approach to stakeholder engagement and relationship management, ensuring customer delight.
    • Prepare and deliver comprehensive status reports to C- and Executive level team members highlighting key milestones, achievements, risks and issues. 
    • Foster strong, collaborative relationships with clients and internal teams.
    • Translate technical project details into business-focused insights and strategic recommendations.
    • Ensure clear and effective communication between all project stakeholders.
  • Documentation:
    • Develop and maintain comprehensive project documentation, including scope alignment, project plans, requirement documents, RAID logs, stakeholder communication plans, status reports, etc…
    • Ensure that project documentation is comprehensive and accessible to all relevant parties.
    • Conduct regular audits of the Project Plan, internal processes and procedures to constantly improve.

About you 

  • Bachelor's degree in a relevant field (e.g., Computer Science, Business, or Finance/Accounting).
  • 3-5 Years as a Project Manager, or Technical Project Manager, preferably in the SaaS or Fintech industry.
  • Strong technical background and familiarity with software development processes and common SaaS technologies.  (HTML/CSS/API/Confluence/Jira/Salesforce)
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Exceptional problem-solving and analytical skills.
  • Attention to detail and a commitment to delivering high-quality results.
  • Project management certification (e.g. PMP) is a plus.

Our benefits package includes:

  • Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
  • Competitive salary plus company shares
  • Matching 401K
  • Medical/Dental/Vision benefits, Employee Assistance Program, life insurance, AD&D, LTD
  • 3 weeks of paid vacation
  • 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


 

#LI-JL1

#LI-hybrid


Interested in learning more about us?

Tipalti is the only company handling both global partner payments and accounts payable workflows for high-velocity companies across the entire financial operations cycle: onboarding and managing global suppliers, instituting procurement controls, streamlining invoice processing and approvals, executing payments around the world, and reconciling payables data across a multi-subsidiary finance organization. Tipalti enables companies to scale quickly by making payables strategic with operational, compliance, and financial controls. Through Tipalti, our clients can efficiently and securely pay thousands of partners and suppliers in 196 countries within minutes. 

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 98% 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 [email protected] for assistance.

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

www.tipalti.com/privacy/job-candidate-privacy-notice/



Top Skills

APIs
Confluence
CSS
HTML
JIRA
Salesforce
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The Company
San Mateo, CA
635 Employees
On-site Workplace
Year Founded: 2010

What We Do

Tipalti is the only global payables automation solution to streamline all phases of the AP and payment management workflow in one holistic cloud platform. Tipalti makes it painless for accounts payable departments to manage their entire supplier payments operation. The solution addresses everything from supplier onboarding and vetting, to tax and regulatory compliance, invoice processing, payments to suppliers anywhere in the world in a wide range of payment methods and currencies, supplier payment status communications, to closing the loop with payment reconciliation and reporting. Innovative companies use Tipalti to eliminate up to 80% of their supplier payment workload, helping them scale their business efficiently with global growth, while strengthening financial and compliance controls and while enhancing the partner payment experience. Companies like GoDaddy, Houzz, Amazon Twitch, and Vimeo and hundreds of others trust Tipalti to elevate their global supplier payments operation.

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