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 pay...
The sales enablement partner is a key contributor to the sales organization and supports tipalti’s long-term growth. this includes onboarding of new solution consultants, ongoing training of existing team members, targeted skills and solution trainin...
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-...
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 revenue growth. d...
Payment operations specialist we already process over $6.5b in payments and serve over 300 customers and 4,000,000payees around the world and are looking for great people who can help us grow even faster. so,if you are looking for a fast-paced, dynamic, get-stuff-done, no bs environment, join the tipaltiteam and get ready to change the way payments are made. 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: monitoring and verifying the smooth operati...
Fraud analyst i 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: identify risks and prevent losses related to fraud activities/high-risk behaviors and suggest prevention solutions. review high-risk transactions for potentially fraudulent activity by reviewing and evaluating alerts generated by our fraud detection systems. conduct time-sensitive investigations relating to payments in accordance with regulatory timeframes as well as community bank pol...
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: monitor and verify the smooth operation of the tipalti payments platform. collaborate with tipalti’s engineering team to troubleshoot and resolve operational issues promptly. coordinate with tipalti’s partners to address operational issues efficiently. provide operational and technical support to tipalti’s internal teams. 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 global payables automation platform offering cloud solutions to scale ...
On behalf of tipalti , sd solutions is looking for a talented fraud prevention analyst i to step onto a fintech unicorn rocketship! we are looking for a highly motivated fraud analyst who embodies a "get stuff done" attitude and a strong ownership mentality. the ideal candidate will be responsible for identifying, investigating, and preventing fraudulent activities with unwavering dedication to customer success by protecting our users and the platform. we seek an individual who can innovate change by contributing fresh perspectives to our fraud detection and prevention strategies and is committed to helping grow talent within the team. the candidate will work with partners in payment ops, support, data, product, fiu, and other teams to ensure comprehensive and efficient fraud detection and prevention. this includes proactively contributing to the development of robust internal controls and streamlined processes, taking full ownership of their part in these collaborations. this position will report to the fraud team lead. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: identify risks and prevent losses related to fraud activities/high-risk behaviors and suggest prevention solutions. review high-risk transactions for potentially fraudulent activity by reviewing and evaluating alerts generated by our fraud detection systems. conduct time-sensitive investigations relating to payments in accordance with regulatory timeframes as well as community bank policies and procedures. conduct investigativ...
On behalf of tipalti , sd solutions is looking for a talented junior accountant to step onto a fintech unicorn rocketship! as a junior accountant at tipalti, you will play a crucial role in maintaining accurate financial records and supporting various accounting functions. this position offers an excellent opportunity for professional development and growth within a dynamic fintech environment. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: employee expenses review, verify, and process employee expense reports in accordance with company policies. ensure proper documentation (receipts, approvals) accompanies all expenses audit expenses for compliance, accuracy, policy adherence, and reasonableness. communicate with employees to resolve discrepancies or missing information. provide training and support to employees on expense system use and policy understanding. accounts payable: assist with processing vendor invoices, ensuring accuracy and completeness. reconcile vendor statements and resolve discrepancies. assist with new vendor onboarding process and make sure vendors completed registration in supplier portal sending invoice request emails to vendors assist with monitoring to ensure payments are made to vendors in a timely manner. credit card transactions: assist in reviewing transactions made with tipalti card / svb card used by tipalti employees assist in collection of receipts related to different card transactions. address discrepancies and work with cardholders to validate...
On behalf of tipalti , sd solutions is looking for a talented snr virtual card campaign 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. 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. responsibilities: work closely with clients: understand their payment needs and supplier relationships, offering tailored virtual card solutions that maximize value and enhance their financial processes. drive client adoption of virtual cards, ensuring effective client and supplier engagement. conduct spend analysis: analyze clients’ supplier files to identify areas for virtual card optimization. provide actionable recommendations and best practices for supplier enablement to increase virtual card adoption. campaign ex...
We are looking for a talented customer success manager, scaled accounts 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 own a portfolio of 300+ clients within the scaled segment to drive growth and expansion through cross-sells and upsells scale high-growth accounts to higher-touch models identify customer business changes (acquisitions, recent fu...
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 manage a portfolio of 300+ clients within the scaled segment to promote growth through cross-sells and upsells. scale high-growth accounts to higher-touch engagement models. identify business changes (acquisitions, funding, mergers) for expansion opportunities. analyze data to understand customer usage trends. become an expert in our products/services, stay updated on enhancements, and share best practices. drive brand loyalty, customer satisfaction, and advocacy. collaborate with sales, solutions consultants, support, product, and marketing teams to gather and act on feedback. requirements 2+ years of customer success or account management experience, preferably in fintech. previous sales experience is a plus. experience with erp, accounts payable, churnzero, zendesk, salesforce, jira, analytics, or csm tools is advantageous. strong understanding of the fintech industry and our offerings. excellent communication and interperson...
Job title: sales development representative at sd solutions join us at sd solutions as a sales development representative and be part of a dynamic team driving growth in the fintech industry. job description on behalf of tipalti , sd solutions seeks a talented outbound sales development representative to contribute to our high-growth trajectory. the ideal candidate will be energetic, driven, and passionate about sales, with a strong desire to develop and grow within the organization. responsibilities generate leads through outbound account targeting, cold calling, and follow-up on inbound marketing leads. achieve monthly and quarterly lead and meeting objectives. continuously learn and develop sales skills. adapt to changing environments and contribute proactively. take ownership of personal success and work collaboratively with the sales team. understand and articulate tipalti’s product and service value propositions. learn the prospecting and sales processes thoroughly. show progression and a desire to excel, with opportunities for career advancement. meet activity metrics such as calls and emails, aligned with marketing initiatives. minimum requirements bachelor’s degree or equivalent. working knowledge of sfdc. preferably 1+ years of inside sales experience in software. experience engaging with cxo-level contacts. proven success in new account development. excellent interpersonal skills and motivation. consistent track record of meeting sales and lead generation goals. high energy, initiative, professionalism, and organizational skills. ability to maintain high call vol...
Aml/fiu compliance analyst i as an aml/fiu compliance analyst i at tipalti, you'll be on the front lines of fighting financial crime—digging into anti-money laundering (aml), counter-terrorist financing (ctf), and sanctions-related investigations that matter. in this role, you'll be a key player in our financial intelligence unit (fiu), owning complex cases across multiple business lines. we’re looking for sharp, independent thinkers passionate about uncovering the truth, navigating regulatory landscapes, and adapting quickly in a fast-paced environment. what will set you up for success? strong investigative instincts and an eye for detail. confidence in working independently while also collaborating across teams. a proactive approach to learning and growing within a dynamic field. a drive to take ownership and solve complex compliance puzzles. you’ll bring deep knowledge of aml and ofac regulations, sound judgment under pressure, and a high standard for confidentiality and integrity. 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 capabilitie...
Senior customer adoption manager 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. 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, lond...
As the enablement & training manager , you will help maximize the productivity and success of operations & compliance team members. you will work cross-functionally with stakeholders at various organizational levels to execute enablement strategies to achieve key goals and objectives. you will develop and deliver the initial onboarding and ongoing skill development programs for customer onboarding managers, customer support managers, customer support engineers, technical support engineers, and other job roles. 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 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...
Sales development representatives the successful candidate will be extremely driven, energetic, and passionate about ensuring the qualification and generation of new opportunities that will drive the company’s high growth numbers. they should have a passion for sales and a desire to want to grow and develop as a salesperson. 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: lead generation through outbound account targeting, lead development, cold ca...
On behalf of tipalti , sd solutions is looking for a talented aml/fiu compliance analyst i to step onto a fintech unicorn rocketship! as an aml/fiu compliance analyst i at tipalti, you'll be on the front lines of fighting financial crime—digging into anti-money laundering (aml), counter-terrorist financing (ctf), and sanctions-related investigations that matter. in this role, you'll be a key player in our financial intelligence unit (fiu), owning complex cases across multiple business lines. we’re looking for sharp, independent thinkers passionate about uncovering the truth, navigating regulatory landscapes, and adapting quickly in a fast-paced environment. what will set you up for success? strong investigative instincts and an eye for detail. confidence in working independently while also collaborating across teams. a proactive approach to learning and growing within a dynamic field. a drive to take ownership and solve complex compliance puzzles. you’ll bring deep knowledge of aml and ofac regulations, sound judgment under pressure, and a high standard for confidentiality and integrity. sd solutions is a staffing company operating globally. contact us to get more details about the benefits we offer. responsibilities: analyze alerts and identify red flags using internal and external research tools. investigate suspicious activity alerts and referrals, ensuring accurate analysis and documentation. assess transaction data to identify risks, trends, and suspicious patterns. collaborate with internal teams to gather information on client transaction activity. finaliz...
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 tbilisi. ...
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 qualification and generation of new opportunities that will drive the company’s high growth numbers. they should have a passion for sales and a desire to want to grow and develop as a salesperson. responsibilities: lead generation through outbound account targeting, lead development, cold calling and multi-touch activity as well as following up on inbound marketing-generated leads. meet monthly and quarterly leads and new meeting objectives. eager to learn and continually develop oneself. embrace, adapt and contribute to an ever-changing environment. demonstrate accountability and ownership of personal success. work collaboratively with broader sales org to drive pipeline growth across sales teams. demonstrate clear understanding of tipalti’s product and service value propositions. understand in full, the prospecting processes and larger sales process of the sales organization. show progression and desire to excel in the sdr role as well as interest and effort to gain knowledge and needed skills in larger sales org and parallel functions. career progression is supported and expected at tipalti. meet the agreed upon expectations of metrics; activity (calls and emails) as well as aligning to marketing initiatives needing outreach. requirements: bachelor’s degree or equivalent required. working knowledge of sfdc. 1+ years inside sales s...
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 this role, y...
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 advantages: ...
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 smooth rev...
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 reliability. mai...
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 environment. ...
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 us to get more details about the benefits we offer. as the director of customer onboarding, you will ensure the best customer experience while collaborating with the leadership team to exceed department and company goals. key responsibilities include driving customer adoption, minimizing time to go live, and improving implementation quality. you will recruit and manage onboarding managers, oversee direct reports, conduct performance reviews, and track team objectives. additionally, you will serve as the site leader for the colombia office, pivotal in fostering a positive and inclusive workplace culture that promotes teamwork, respect, and open communication among all departments. responsibilities: leadership and team management: lead, mentor, and develop a high-performing customer onboarding team. foster a culture of excellence, collaboration, and continuous improvement. set clear performance expectations and provide regular feedback and coaching to the team. customer project delivery: oversee the successful delivery of customer projects, ensuring they are completed successfully and efficiently. develop and implement best practices, methodologies, and tools to enhance project delivery and customer satisfaction. act as an escalation point for project-related issues and work to resolve them promptly. capacity planning: develop an...
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, onboarding an...
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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...
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