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...
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 conta...
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 revenue operations analyst 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. 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. responsibilities: month-end close: conduct monthly general ledger (gl) accounting close procedures, which include, but are not limited to, preparing journal entries and performing reconciliations. revenue recognition compliance: ensure revenue is recognized precisely and in accordance with accounting standards. tasks include, but are not limited to, reviewing and analyzing customer contracts, monitoring and analyzing revenue trends, and preparing revenue reports for monthly fluctuation meetings with executive management. process improvement & automation: identify opportunities to enhance our revenue and billing operations, improve system efficiency, and automate repetitive tasks, making our processes smoother and more effective. cross-functional collaboration: partner with sales, finance, legal, product, and other departments to ensure ...
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 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 integration and t...
Join to apply for the customer success sales trainer role at sd solutions 1 day ago be among the first 25 applicants join to apply for the customer success sales trainer role at sd solutions get ai-powered advice on this job and more exclusive features. direct message the job poster from sd solutions it recruitment coordinator | it researcher at sd solutions on behalf of tipalti, sd solutions is looking for a talented the sales enablement partner to step onto a fintech unicorn rocketship! the sales enablement partner is crucial in supporting tipalti's customer-facing teams to drive long-term growth and customer satisfaction. this role includes onboarding new customer success managers (csms) and account managers (ams), ongoing training for existing team members, targeted skills development, and creating and managing a playbook and other enablement content tailored to the csm and am teams. you are results-driven, focusing on building relationships, solving problems, and creating solutions that empower csms and ams to succeed. you thrive developing, organizing, and delivering training content in various formats, including virtual, elearning, and in-person sessions. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: - provide enablement support to csms and ams, integrating training and support into their daily workflows. - understand the diverse needs of the csm and am teams, developing tailored training and educational materials to help them accelerate value for customers and drive rev...
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 ind...
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...
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 ensures everyone ...
On behalf of tipalti , sd solutions is looking for a talented virtual card specialist to step onto a fintech unicorn rocketship! the payment processing specialist is part of a growing global 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 track vendor communications and ensure suppliers are successfully enabled to accept virtual card payments. additionally, the specialist will deliver virtual credit card payments to enabled suppliers accurately and in a timely manner. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: contact suppliers/vendors via phone to process payments directly or through websites. generate and send payment emails to suppliers. ensure payments are authorized and posted promptly. manage payment escalations. post all payments accurately and within slas. maintain thorough and accurate files and documentation. collaborate with suppliers to ensure accurate payment processing details. requirements: excellent written and verbal english communication skills reliable and punctual with a strong work ethic. strong attention to detail and ability to manage multiple tasks efficiently. good communication skills and ability to interact professionally ability to work in a fast-paced, deadline-driven environment high standards of integrity e...
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 5000 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: leading integration projects for customers using erp solutions, ensuring smooth and efficient configuration, testing, and deployment. collaborating with internal teams to understand business requirements, address integration challenges, and provide technical support throughout the project lifecycle. configuring and testing erp systems (e.g., netsuite, intacct, quickbooks) to meet customer specifications and ensure seam...
Junior accountant as a junior accountant at tipalti, you will play a crucial role in maintaining accuratefinancial records and supporting various accounting functions. this position offers an excellentopportunity for professional development and growth within a dynamic fintech environment. 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: employee expenses review, verify, and process employee expense reports in accordance with company policies. ensur...
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 involving erp solutions, ensuring smooth configuration, testing, and deployment. collaborate with internal teams to understand requirements, solve integration challenges, and provide technical support throughout the project. configure and test erp systems (e.g., netsuite, intacct, quickbooks ) to meet client needs and ensure seamless integration with tipalti. coordinate with engineering teams and clients to manage timelines, tasks, and resolve issues. conduct end-user training and offer ongoing support for smooth integrations. participate in post-integration support, troubleshoot issues, and suggest improvements. help develop and refine internal processes and documentation for scalable and efficient integrations. work with product and engineering teams to provide feedback for product enhancements based on customer insights. use slack, jira, and confluence for collaboration, task management, and documentation throughout the project lifecycle. requirements: up to 3 years of experience in erp integration and configuration, focusing on customer-facing aspects. strong understanding of erp systems like netsuite, intacct, quickbooks, and microsoft dynamics bc, with hands-on experience in configuration, testing, and integration. experience with web technologies (apis, soap, rest) for integration and trou...
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 payments accura...
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 success or account...
On behalf of tipalti , sd solutions is looking for a talented the sales enablement partner to step onto a fintech unicorn rocketship! the sales enablement partner is crucial in supporting tipalti's customer-facing teams to drive long-term growth and customer satisfaction. this role includes onboarding new customer success managers (csms) and account managers (ams), ongoing training for existing team members, targeted skills development, and creating and managing a playbook and other enablement content tailored to the csm and am teams. you are results-driven, focusing on building relationships, solving problems, and creating solutions that empower csms and ams to succeed. you thrive developing, organizing, and delivering training content in various formats, including virtual, elearning, and in-person sessions. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: provide enablement support to csms and ams, integrating training and support into their daily workflows. understand the diverse needs of the csm and am teams, developing tailored training and educational materials to help them accelerate value for customers and drive revenue growth. design and update training content, ensuring it meets the team's evolving needs and integrates information from various sources. continuously improve and refine enablement processes to maximize team success and efficiency. align enablement initiatives with key internal and external events to ensure relevance and impact. collaborate with the broader enablement ...
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...
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 customer’s exp...
Customer success manager we are looking for a talented customer 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, integrations, growing and ex...
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. 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, amsterd...
On behalf of tipalti , sd solutions is looking for a talented senior customer adoption manager 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 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 rol...
On behalf of tipalti , sd solutions is looking for a talented integration specialist 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. responsibilities: leading integration projects for customers using erp solutions , ensuring smooth and efficient configuration, testing, and deployment. collaborating with internal teams to understand business requirements, address integration challenges, and provide technical support throughout the project lifecycle. configuring and testing erp systems (e.g., netsuite, intacct, quickbooks ) to meet customer specifications and ensure seamless integration with tipalti. coordinating with internal engineering teams and external customer teams to manage integration timelines, tasks, and issue resolution. conducting end-user training and providing ongoing support to ensure smooth integrations. participating in post-integration support, addressing technical issues, and providing continuous improvement recommendations. contributing to developing and improving internal processes and documentation to ensure a repeatable, scalable, and efficient integration process. collaborating with product and engineering teams to provide feedback and contribute to product enhancements based on customer experiences and technical insights. utilizing slack, jira, and confluence for team collaboration, task management, and documentation sharing throughout the integration lifecycle requirements: up to 3 years of experience in integration and configurat...
On behalf of tipalti , sd solutions is looking for a talented revenue operations analyst 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. 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. responsibilities: month-end close: conduct monthly general ledger (gl) accounting close procedures, which include, but are not limited to, preparing journal entries and performing reconciliations. revenue recognition compliance: ensure revenue is recognized precisely and in accordance with accounting standards. tasks include but are not limited to, reviewing and analyzing customer contracts, monitoring and analyzing revenue trends, and preparing revenue reports for monthly fluctuation meetings with executive management. process improvement & automation: we value innovation! you will identify opportunities to enhance our revenue and billing operations, improve system efficiency, and automate repetitive tasks, making our processes smoother and more effective. cross-functional collaboration: teamwork is at our core, and as a revenue operat...
On behalf of tipalti , sd solutions is looking for a talented customer success manager to step onto a fintech unicorn rocketship! as a customer success manager, you will be crucial in ensuring our customers achieve their desired outcomes with our products/services. you will be our customers' primary point of contact, responsible for creating raving tipalti fans by building and maintaining strong, long-lasting relationships. your focus will be on the health of your customer relationships, experience, engagement, adoption, retention, and product expansion with our customers. in this role, you will proactively reach out to your assigned accounts, set benchmarks and milestones, present business reviews, product solutions, review product usage, product releases, enhancements, discuss feedback, suggest new products that will enhance their existing capabilities where we can, and make suggestions to improve the overall customer experience. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: 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 customer's experience. become an expert in our products/services, stay up-to-date with product enhancements, and be a consultant and share best practices with customers. drive brand loyalty, customer sat...
On behalf of tipalti , sd solutions is looking for a talented payment operations specialist 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. responsibilities: monitoring and verifying the smooth operation of the tipalti payments platform. working with tipalti's engineering team to troubleshoot and resolve operational issues in a timely fashion. interacting with tipalti's partners to troubleshoot and resolve operational issues in a timely fashion. providing operational and technical support to tipalti's internal teams. sharing product feedback with tipalti's product and r&d teams to continuously improve the quality and efficiency of the tipalti global payments platform. requirements: ba in economics, business administration, finance or equivalent that demonstrates quantitative and analytical orientation. a minimum of 2 years in payment operations, bank operations, and/or transaction processing (or similar functions) two years of experience in operational or technical support at a saas company or fintech industry is preferred. ability to think analytically to address and resolve time-critical payments issues proven ability to read, debug, and understand html code, api calls, etc. – an advantage advanced excel skills, including pivot tables, lookup functions, etc. (preferred) experience in working with crm systems (salesforce, zendesk) – an advantage passionate for customer support and customer advocacy excellent written and oral communications skills detail-...
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...
On behalf of tipalti, sd solutions is looking for a talented revenue operations analyst 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. in t...
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