On behalf of tipalti, sd solutions is looking for a talented customer success manager to join a rapidly growing fintech company! as a customer success manager, you will be responsible for ensuring our customers achieve their desired outcomes with our...
On behalf of tipalti, sd solutions is looking for a talented integration specialist to join a fintech unicorn! sd solutions is a global staffing company. contact us for more details about our benefits. responsibilities: lead integration projects invo...
On behalf of tipalti , sd solutions is looking for a talented virtual card supplier enablement specialist to step onto a fintech unicorn rocketship! the supplier enablement specialist is part of a growing team focused on increasing revenue by onboarding suppliers to accept and receive virtual card payments. this role includes outreach to vendors via phone and email to gather information about payment capabilities and document clear instructions for payment processing. the specialist will manage vendor data in a crm, track vendor communications, and ensure suppliers are successfully enabled to accept virtual card payments. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: - research, qualify and enroll our customers’ suppliers in tipalti’s virtual card payment program and supplier network through emails campaigns and outbound calling - educate the supplier on the value of accepting virtual cards - identify and overcome objections through active listening, and effective and professional communication - guide the supplier through the enrollment process while providing an outstanding customer experience - efficiently and accurately gather all required data from the supplier to finalize the enrollment process, while demonstrating a strong attention to detail - meticulously document responses so that tipalti can process payment transactions appropriately on behalf of our clients. - gather all of the payment instructions, required information, and delivery method (web portal, ivr, etc....
As a technical support engineer, you'll take ownership of technical escalations and serve as the central point of contact for various operational teams. your primary focus is to assist our customers in maximizing the use of our global financial automation platform, ensuring seamless business operations. collaborate with engineering and product teams to swiftly investigate and resolve complex technical issues while delivering an exceptional customer experience. 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 3000 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. 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 and tbi...
1. gastos de empleados -revisar, verificar y procesar los informes de gastos de empleados de acuerdo con las políticas de la empresa. -asegurar que toda la documentación correspondiente (recibos, aprobaciones) acompañe a los gastos. -auditar los gastos para verificar el cumplimiento, la precisión, la adhesión a políticas y la razonabilidad. -comunicarse con los empleados para resolver discrepancias o información faltante. -brindar capacitación y apoyo a los empleados sobre el uso del sistema de gastos y la comprensión de las políticas. 2. cuentas por pagar -asistir en el procesamiento de facturas de proveedores, asegurando su precisión y completitud. -reconciliar estados de cuenta de proveedores y resolver discrepancias. -asistir en el proceso de incorporación de nuevos proveedores y asegurarse de que completen el registro en el portal de proveedores. -enviar correos electrónicos de solicitud de facturas a los proveedores. -asistir en el monitoreo para asegurar que los pagos a proveedores se realicen oportunamente. 3. transacciones con tarjeta de crédito -asistir en la revisión de transacciones realizadas con la tarjeta tipalti / tarjeta svb utilizada por empleados de tipalti. -asistir en la recolección de recibos relacionados con diferentes transacciones con tarjeta. -abordar discrepancias y trabajar con los titulares de las tarjetas para validar las transacciones. 4. conciliación con Órdenes de compra -asistir en la gestión de la lista de proveedores pagados con tarjetas tipalti. -monitorear la creación de órdenes de compra (pos) para los proveedores ...
Customer success manager we are looking for a talentedcustomer success manager to step onto a fintech unicorn rocketship! 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 3000 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. 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 and tbilisi. in this role, you will be responsible for: - develop and maintain strong relationships with a portfolio of 150+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. this includes rolling out new features and enhancements, int...
> > on behalf of tipalti, sd solutions is looking for a talented sales development representative to step onto a fintech unicorn rocketship! > > sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. > > as one of our sales development representative, you’ll be joining our established sales team to help support our continued growth in the fintech space. > > our sales development representatives are responsible for identifying and connecting with prospects via outbound channels and inbound marketing channels, speaking with decision-makers, and discovering their business objectives and challenges to qualify how tipalti can help them. > > responsibilities: > > - identify and engage with prospective accounts through outbound cold calling and following up with marketing-generated inbound leads. > - consistently achieve a monthly quota of qualified opportunities and new meeting objectives. > - demonstrate thorough knowledge of tipalti’s product line and value proposition. > - provide accurate forecasts to the sales organization and executive management team. > - update and manage activities, opportunities, and account information in salesforce crm. > > requirements: > > > - bachelor’s degree or equivalent required. > - working knowledge of crms (salesforce preferred). > - 1+ years inside sales experience preferred. > - experience calling into the cxo level. > - proven track record with new account development. > - highly motivated professional with excellent interpersonal skills. > - consistent track record for...
We are looking for a talented customer success manager to step onto a fintech unicorn rocketship! 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 3000 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. 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 and tbilisi. in this role, you will be responsible for: - develop and maintain strong relationships with a portfolio of 150+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. this includes rolling out new features and enhancements, integrations, growing and expanding, and focusing on the cu...
On behalf of tipalti , sd solutions is looking for a talented payment operations specialist to join a fintech unicorn! sd solutions is a staffing company operating globally. contact us for more details about the benefits we offer. responsibilities: 1. monitor and verify the smooth operation of the tipalti payments platform. 2. collaborate with tipalti’s engineering team to troubleshoot and resolve operational issues promptly. 3. coordinate with tipalti’s partners to address operational issues efficiently. 4. provide operational and technical support to tipalti’s internal teams. 5. share product feedback with tipalti’s product and r&d; teams to enhance the platform’s quality and efficiency. requirements: - bachelor’s degree in economics, business administration, finance, or related fields demonstrating analytical skills. - at least 2 years of experience in payment operations, bank operations, or transaction processing. - preferred: 2+ years in operational or technical support within a saas or fintech environment. - strong analytical thinking to resolve time-sensitive payments issues. - ability to read and understand html code, api calls, etc. – advantageous. - proficiency in excel, including pivot tables and lookup functions (preferred). - experience with crm systems like salesforce or zendesk is a plus. - passionate about customer support and advocacy. - excellent communication skills, both written and oral. - detail-oriented and well-organized. - ability to thrive in a fast-paced, deadline-driven environment. about the company: tipalti is a glob...
We are searching for a b2b virtual card supplier enrollment campaign senior manager to play a key role in driving revenue by helping our existing clients and prospects optimize their adoption of virtual cards within their b2b invoice-to-pay processes. the ideal candidate will have a successful track record in implementation or account management in the mid-market b2b payments, commercial card and virtual card segment. this client-facing role will drive client adoption and increase revenue through effective client engagement and supplier enablement strategies, as well as close cross-functional collaboration. reporting to the vp of pay by card, this highly visible and strategically important role is a great opportunity to have a direct impact at a fast-growing and industry leading fintech company. 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 3000 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 i...
On behalf of tipalti, sd solutions is looking for a talented customer success manager to join a rapidly growing fintech company! as a customer success manager, you will be responsible for ensuring our customers achieve their desired outcomes with our products and services. you will serve as the primary point of contact, building and maintaining strong relationships, and fostering customer satisfaction, engagement, and retention. your role includes proactively reaching out to your accounts, setting benchmarks, presenting reviews, and suggesting product enhancements to improve the customer experience. sd solutions is a global staffing company. contact us for more details about our benefits. responsibilities: - manage a portfolio of 150+ clients, supporting them through all stages of their journey, from implementation to full adoption and expansion. - become an expert in our products/services, stay updated with new features, and share best practices with customers. - drive brand loyalty, customer satisfaction, and advocacy. - act as the main point of contact, monitor accounts, identify areas for improvement, and resolve issues promptly. - identify growth opportunities through upselling and cross-selling. - focus on net dollar retention, churn prevention, and enhancing customer experience. - collaborate with sales, support, product, and marketing teams to collect and act on customer feedback. - utilize data to prioritize actions and improve customer outcomes. - mentor and coach team members, assisting with onboarding and development. requirements: - at l...
On behalf of tipalti , sd solutions is looking for a talented technical support engineer to step onto a fintech unicorn rocketship! as a technical support engineer, you'll take ownership of technical escalations and serve as the central point of contact for various operational teams. your primary focus is to assist our customers in maximizing the use of our global financial automation platform, ensuring seamless business operations. collaborate with engineering and product teams to swiftly investigate and resolve complex technical issues while delivering an exceptional customer experience. responsibilities: - take full ownership of technical issues escalated by the onboarding managers, customer support and customer success teams, ensuring a seamless troubleshooting process - including information gathering, root cause analysis, and clear resolution communication. - lead internal escalations with engineering and product teams to ensure a timely response and appropriate actions to mitigate customer impact. - provide expert technical support on accounts payable (ap), procurement, and expenses-related issues, working closely with internal operational teams to ensure seamless customer resolution. - diagnose and troubleshoot erp-related technical issues, including integrations with other systems, driving robust resolutions. - work closely with team leadership to identify emerging issues before they become widespread, contributing to proactive risk mitigation. - identify trends in technical challenges, driving long-term improvements to enhance customer satisfaction and ...
On behalf of tipalti , sd solutions is seeking a talented customer success manager, scaled accounts to join a fintech unicorn! role overview as a customer success manager, scaled accounts, you will ensure our customers achieve their desired outcomes with our products/services. you will manage a segment of over 1,000 customers, focusing on identifying and scaling growth opportunities using tools and technology. your responsibilities include setting benchmarks, conducting business reviews, advocating for product solutions, reviewing usage, gathering feedback, and enhancing the customer experience. responsibilities 1. manage a portfolio of 300+ clients within the scaled segment to promote growth through cross-sells and upsells. 2. scale high-growth accounts to higher-touch engagement models. 3. identify business changes (acquisitions, funding, mergers) for expansion opportunities. 4. analyze data to understand customer usage trends. 5. become an expert in our products/services, stay updated on enhancements, and share best practices. 6. drive brand loyalty, customer satisfaction, and advocacy. 7. collaborate with sales, solutions consultants, support, product, and marketing teams to gather and act on feedback. requirements 1. 2+ years of customer success or account management experience, preferably in fintech. 2. previous sales experience is a plus. 3. experience with erp, accounts payable, churnzero, zendesk, salesforce, jira, analytics, or csm tools is advantageous. 4. strong understanding of the fintech industry and our offerings. 5. excellent communica...
On behalf of tipalti , sd solutions is looking for a talented integration specialist to join a fintech unicorn! sd solutions is a global staffing company. contact us for more details about our benefits. responsibilities: 1. lead integration projects involving erp solutions, ensuring smooth configuration, testing, and deployment. 2. collaborate with internal teams to understand requirements, solve integration challenges, and provide technical support throughout the project. 3. configure and test erp systems (e.g., netsuite, intacct, quickbooks ) to meet client needs and ensure seamless integration with tipalti. 4. coordinate with engineering teams and clients to manage timelines, tasks, and resolve issues. 5. conduct end-user training and offer ongoing support for smooth integrations. 6. participate in post-integration support, troubleshoot issues, and suggest improvements. 7. help develop and refine internal processes and documentation for scalable and efficient integrations. 8. work with product and engineering teams to provide feedback for product enhancements based on customer insights. 9. use slack, jira, and confluence for collaboration, task management, and documentation throughout the project lifecycle. requirements: 1. up to 3 years of experience in erp integration and configuration, focusing on customer-facing aspects. 2. strong understanding of erp systems like netsuite, intacct, quickbooks, and microsoft dynamics bc, with hands-on experience in configuration, testing, and integration. 3. experience with web technologies (apis, soap, rest) for ...
1. gastos de empleados -revisar, verificar y procesar los informes de gastos de empleados de acuerdo con las políticas de la empresa. -asegurar que toda la documentación correspondiente (recibos, aprobaciones) acompañe a los gastos. -auditar los gastos para verificar el cumplimiento, la precisión, la adhesión a políticas y la razonabilidad. -comunicarse con los empleados para resolver discrepancias o información faltante. -brindar capacitación y apoyo a los empleados sobre el uso del sistema de gastos y la comprensión de las políticas. 2. cuentas por pagar -asistir en el procesamiento de facturas de proveedores, asegurando su precisión y completitud. -reconciliar estados de cuenta de proveedores y resolver discrepancias. -asistir en el proceso de incorporación de nuevos proveedores y asegurarse de que completen el registro en el portal de proveedores. -enviar correos electrónicos de solicitud de facturas a los proveedores. -asistir en el monitoreo para asegurar que los pagos a proveedores se realicen oportunamente. 3. transacciones con tarjeta de crédito -asistir en la revisión de transacciones realizadas con la tarjeta tipalti / tarjeta svb utilizada por empleados de tipalti. -asistir en la recolección de recibos relacionados con diferentes transacciones con tarjeta. -abordar discrepancias y trabajar con los titulares de las tarjetas para validar las transacciones. 4. conciliación con Órdenes de compra -asistir en la gestión de la lista de proveedores pagados con tarjetas tipalti. -monitorear la creación de órdenes de compra (pos) para los proveedores ...
On behalf of tipalti , sd solutions is looking for a talented virtual card supplier enablement specialist to step onto a fintech unicorn rocketship! the supplier enablement specialist is part of a growing team focused on increasing revenue by onboarding suppliers to accept and receive virtual card payments. this role includes outreach to vendors via phone and email to gather information about payment capabilities and document clear instructions for payment processing. the specialist will manage vendor data in a crm, track vendor communications, and ensure suppliers are successfully enabled to accept virtual card payments. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: research, qualify and enroll our customers' suppliers in tipalti's virtual card payment program and supplier network through emails campaigns and outbound calling educate the supplier on the value of accepting virtual cards identify and overcome objections through active listening, and effective and professional communication guide the supplier through the enrollment process while providing an outstanding customer experience efficiently and accurately gather all required data from the supplier to finalize the enrollment process, while demonstrating a strong attention to detail meticulously document responses so that tipalti can process payment transactions appropriately on behalf of our clients. gather all of the payment instructions, required information, and delivery method (web portal, ivr, etc.) to execute payment...
On behalf of tipalti , sd solutions is looking for a talented associate customer onboarding manager to step onto a fintech unicorn rocketship! sd solutions is a staffing partner operating globally. contact us to get more details about the benefits we offer. as a associate customer onboarding manager, you will be leading implementation projects with customers of tipalti's rapidly growing saas-based accounts payable automation solution and global payments solution. the ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation of tipalti's saas products. responsibilities: lead the implementation of tipalti's rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our customers. deliver exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with tipalti. guide customers through the technical integration process, providing expert problem-solving assistance. oversee project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations. contribute to the internal knowledge base, capturing lessons learned and empowering colleagues. requirements: bachelor's degree in a relevant field or equivalent practical experience. 2+ years of implementation, project management, consulting, or customer success experience with saas applications. excellent project management, communication, and problem-solving skills. ability to work in a fast-paced, deadline-driven start-up ...
We are searching for a b2b virtual card supplier enrollment campaign senior manager to play a key role in driving revenue by helping our existing clients and prospects optimize their adoption of virtual cards within their b2b invoice-to-pay processes. the ideal candidate will have a successful track record in implementation or account management in the mid-market b2b payments, commercial card and virtual card segment. this client-facing role will drive client adoption and increase revenue through effective client engagement and supplier enablement strategies, as well as close cross-functional collaboration. reporting to the vp of pay by card, this highly visible and strategically important role is a great opportunity to have a direct impact at a fast-growing and industry leading fintech company. 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 3000 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 di...
We are excited to announce an opportunity for a passionate and analytical revenue operations analyst to join tipalti's dynamic revenue operations team. in this essential role, you will be instrumental in refining our revenue processes, ensuring the integrity of our data, and providing valuable insights that support strategic decision-making. this will contribute significantly to our company's growth and success. your role will encompass a variety of essential tasks, including month-end close responsibilities, revenue recognition compliance, process improvement and automation, cross-functional collaboration, and conducting ad hoc analyses. 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 3000 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...
Tipalti is excited to welcome a detail-oriented billing analyst to our team—someone passionate about continuous improvement and eager to support a dynamic, fast-growing organization. in this role, you'll carry out critical billing tasks to ensure contract accuracy and timely invoicing, while also supporting collections efforts and contributing to ad-hoc analysis in partnership with our revenue recognition team. you'll collaborate closely with various cross-functional teams to guarantee the timely and accurate issuance of invoices. this is a fantastic opportunity for someone who thrives in fast-paced environments, enjoys enhancing processes, and wants to make a direct, meaningful impact. we can't wait to see the value you'll bring! 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 3000 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 ens...
We are looking for a talented customer success manager to step onto a fintech unicorn rocketship! 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 3000 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. 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 and tbilisi. in this role, you will be responsible for: develop and maintain strong relationships with a portfolio of 150+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. this includes rolling out new features and enhancements, integrations, growing and expanding, and focusing on the c...
On behalf of tipalti , sd solutions is looking for a talented enablement & training manager to step onto a fintech unicorn rocketship! are you passionate about enabling teams through impactful training and coaching? do you excel at supporting customer-facing teams, helping them achieve their full potential and success? if so, we'd love for you to join our education and enablement team to lead our medellin office's learning and development efforts. responsibilities: partner with leaders and other stakeholders locally and across offices to understand each team's primary job functions, goals, and objectives and execute enablement strategies to achieve the desired outcomes. build professional and technical skills and knowledge through various enablement techniques and programs. design, develop, and publish training in multiple formats, including instructor-led, e-learning, participant and facilitator guides, reference materials, slideware, and video demonstrations. deliver live training sessions to onboard new hires and enable, uplevel, and upskill current employees. incorporate processes, procedures, and systems into training curricula to ensure the knowledge and skills being taught can be applied on the job. stay abreast of changes to processes and procedures and update training and documentation accordingly. assess role-specific skills and knowledge to identify areas of improvement. establish key performance indicators (kpis) to measure the effectiveness of new and existing enablement programs, providing insights and reports to leadership on progress. develop rep...
On behalf of tipalti , sd solutions is looking for a talented billing analyst to step onto a fintech unicorn rocketship! in this role, you'll carry out critical billing tasks to ensure contract accuracy and timely invoicing, while also supporting collections efforts and contributing to ad-hoc analysis in partnership with our revenue recognition team. you'll collaborate closely with various cross-functional teams to guarantee the timely and accurate issuance of invoices. this is a fantastic opportunity for someone who thrives in fast-paced environments, enjoys enhancing processes, and wants to make a direct, meaningful impact. we can't wait to see the value you'll bring! sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: prepare and issue invoices; follow up with customers as needed to ensure timely payment support daily and weekly billing operations to ensure timely and accurate processing respond to customer inquiries related to billing issues perform billing adjustments, including special pricing or usage-based calculations process account terminations and ensure accurate final billing assist with collections efforts by following up on outstanding payments assist with third-party collections processing and tracking monitor and validate data across finance systems to ensure accurate invoicing, credit application, and payment processing participate in system testing and process improvements related to our billing system collaborate with the finance team on ad-hoc projects, reporting, an...
On behalf of tipalti , sd solutions is looking for a talented site reliability engineer (sre) in our dynamic site reliability engineering team. you will play a crucial role in enhancing our systems and services' reliability, performance, and scalability. you'll accomplish this by being part of in-depth root cause analysis processes and owning and developing systems for the company's observability capabilities. you will be a part of a global "commando" team of highly skilled sres, driving best practices and innovations for optimal system operations, while protecting critical companies' systems in real time. responsibilities: drive incident response and post-mortem processes, fostering a culture of continuous improvement. design, build, and improve bespoke services to make maintaining production services easier and safer. own reliability-focused practices such as slos design and implementation, failure analysis, load and capacity planning, service reviews, architecture designs, incident postmortems, and others. participate in the on-call rotation, providing expertise and support during critical system incidents and ensuring timely resolution. be a point of contact for production application issues, working closely with engineering leadership, including directors, cto, and peers. requirements: knowledgeable about software engineering programming with .net, nodejs, or other object-oriented languages basic understanding of microservice architecture and application design experience solid debugging and troubleshooting skills good oral and written communication skills adv...
On behalf of tipalti , sd solutions is looking for a talented customer success manager to join a rapidly growing fintech company! as a customer success manager, you will be responsible for ensuring our customers achieve their desired outcomes with our products and services. you will serve as the primary point of contact, building and maintaining strong relationships, and fostering customer satisfaction, engagement, and retention. your role includes proactively reaching out to your accounts, setting benchmarks, presenting reviews, and suggesting product enhancements to improve the customer experience. sd solutions is a global staffing company. contact us for more details about our benefits. responsibilities: manage a portfolio of 150+ clients, supporting them through all stages of their journey, from implementation to full adoption and expansion. become an expert in our products/services, stay updated with new features, and share best practices with customers. drive brand loyalty, customer satisfaction, and advocacy. act as the main point of contact, monitor accounts, identify areas for improvement, and resolve issues promptly. identify growth opportunities through upselling and cross-selling. focus on net dollar retention, churn prevention, and enhancing customer experience. collaborate with sales, support, product, and marketing teams to collect and act on customer feedback. utilize data to prioritize actions and improve customer outcomes. mentor and coach team members, assisting with onboarding and development. requirements: at least 2 years of customer suc...
On behalf of tipalti , sd solutions is looking for a talented technical support engineer to step onto a fintech unicorn rocketship! as a technical support engineer, you'll take ownership of technical escalations and serve as the central point of contact for various operational teams. your primary focus is to assist our customers in maximizing the use of our global financial automation platform, ensuring seamless business operations. collaborate with engineering and product teams to swiftly investigate and resolve complex technical issues while delivering an exceptional customer experience. responsibilities: take full ownership of technical issues escalated by the onboarding managers, customer support and customer success teams, ensuring a seamless troubleshooting process - including information gathering, root cause analysis, and clear resolution communication. lead internal escalations with engineering and product teams to ensure a timely response and appropriate actions to mitigate customer impact. provide expert technical support on accounts payable (ap), procurement, and expenses-related issues, working closely with internal operational teams to ensure seamless customer resolution. diagnose and troubleshoot erp-related technical issues, including integrations with other systems, driving robust resolutions. work closely with team leadership to identify emerging issues before they become widespread, contributing to proactive risk mitigation. identify trends in technical challenges, driving long-term improvements to enhance customer satisfaction and system reliabi...
On behalf of tipalti , sd solutions is looking for a talented senior customer adoption manager to step onto a fintech unicorn rocketship! as a customer adoption manager at tipalti, you will mainly focus on driving customer adoption of tipalti. you will ensure customers are gaining value from tipalti's product from day one and scaling adoption at the required and expected pace. this is accomplished by working closely with customers to support their payee onboarding process via product training, consulting on best practices, and managing customers during the adoption stage. responsibilities: offering world-class service to our customers. gather complex requirements and work with a team to design and deliver a consultative solution/adoption plan to optimize client usage. work closely with sales, finance, solutions consultants, onboarding, support, product, and customer success to proactively collect, receive, share, and act on feedback to drive collaboration and adoption. analyze data, identify business performance improvement opportunities, and effectively communicate findings. build successful working relationships with customers. build and deliver value-driven customer presentations. identify key revenue levers and cost drivers to core business processes, seek solutions to reduce onboarding timeline, increase revenue, and improve profitability. requirements: 5+ years of experience in customer success, project management, or account management roles, preferably in the saas space. expertise in building client relationships, managing risks, engaging stakeholders, o...
On behalf of tipalti, sd solutions is looking for a talented customer onboarding director, americas customer onboarding and colombia site lead to step onto a fintech unicorn rocketship! sd solutions is a staffing company operating globally. contact u...
On behalf of tipalti, sd solutions is looking for a talented sales development representative (outbound) to step onto a fintech unicorn rocketship! the successful candidate will be extremely driven, energetic, and passionate about ensuring the qualif...
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