FinTech Client #1 | Customer Onboarding Manager, ERP
At a glance
Mid-level Customer Success role at SD Solutions. Medellin · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Run ERP migrations from discovery and scoping through sandbox testing, cutover, and post-launch support
- Guide Finance and Accounting contacts, including VP-level stakeholders, with clear updates throughout each project
- Coordinate intake, requirements, Statements of Work, pricing, and integration changes across customer-facing teams
- Plan testing and cutover by evaluating entities, transaction volume, integrations, regulatory needs, and parallel runs
- Advise on vendor and open-bill data moves, then resolve issues and document lessons after launch
What you bring
- A bachelor's degree in a relevant discipline or equivalent practical experience
- At least four years in SaaS implementation, project management, consulting, or customer success
- Required hands-on work implementing or integrating NetSuite, QuickBooks, Intacct, SAP, or Xero
- Strong project leadership, writing, speaking, problem-solving, and executive stakeholder communication skills
Who this fits
You'll suit a customer-facing implementation manager who can run detailed ERP migrations and advise senior Finance and Accounting contacts. The work is deadline-driven, requires comfort in a fast-moving startup setting, and is based in Medellin, Colombia.
From the employer
On behalf of FinTech Client #1, SD Solutions is looking for a talented Customer Onboarding Manager, ERP 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 an Onboarding Manager, ERP Migrations, you will lead ERP migration projects for existing Tipalti customers who are moving from one ERP system to another (e.g., NetSuite, QuickBooks Online, Intacct, SAP, Xero). This is a specialized track within Tipalti's Onboarding Manager career path, focused on some of our most complex, highest-visibility implementation work. You'll guide customers end-to-end — from early discovery and scoping through cutover and hypercare — while acting as a trusted advisor to customer Finance and Accounting stakeholders, often including VP-level leaders. The ideal candidate is self-motivated, detail-oriented, and an excellent communicator who keeps customers and internal partners informed at every stage of the project.
Responsibilities:
- Leading end-to-end ERP migration projects for existing Tipalti customers, managing the full lifecycle from discovery and scoping through sandbox testing, cutover, and hypercare
- Serving as the primary point of contact and trusted advisor for customers' Finance and Accounting stakeholders — including VP-level leaders — with clear, proactive, and professional communication throughout the project
- Partnering with Sales, CSM/SAM, and TAM teams during project intake to capture project details, scope requirements, and coordinate Statement of Work (SOW) preparation and pricing
- Coordinating integration updates between Tipalti and the customer's new ERP, working closely with internal integration and technical teams
- Advising customers on data migration best practices, including vendor data and open bill migration, and use of AP clearing accounts where appropriate
- Assessing project complexity (number of entities/instances, transaction volume, additional integrations, regulatory requirements, parallel run requests) to determine the right level of testing and support
- Planning and executing cutover activities that minimize downtime, with clear advance communication to customers about timing and expectations
- Providing hypercare support after go-live to ensure a smooth transition and quick resolution of any issues
- Maintaining timely, proactive communication with customers and internal stakeholders across the project, including planning for coverage during any absences so momentum isn't lost
- Overseeing project timelines, tasks, and deliverables, keeping customers on track and exceeding expectations
- Contributing to the internal knowledge base, capturing lessons learned and helping colleagues navigate future ERP migration projects
Requirements:
- Bachelor's degree in a relevant field or equivalent practical experience
- 4+ years of implementation, project management, consulting, or customer success experience with SaaS applications
- Hands-on experience implementing and/or integrating ERP applications such as NetSuite, QuickBooks, Intacct, SAP, or Xero (required)
- Excellent project management, written and verbal communication, and problem-solving skills, including experience communicating professionally with senior/executive-level stakeholders
- Ability to work in a fast-paced, deadline-driven start-up environment
- Passionate about customer service and proactively identifying solutions
Bonus points if you have:
- Accounts Payable and Procurement knowledge
- Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
- Experience with multi-entity, multi-instance, or cross-border ERP migrations
About the company:
A well-funded fintech unicorn operating a cloud-based global payables automation platform. Enterprises use it to streamline supplier payments, mass payouts, and AP operations across international markets — replacing manual finance processes with automated, audit-ready workflows.
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