FinTech Client #1 | Customer Onboarding Manager
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
- Lead customer implementations for a cloud-based accounts payable automation and global payments solution
- Walk customers through technical integrations while resolving implementation problems
- Track project schedules, assigned work, and development activity to keep customers moving
- Act as a trusted customer advocate throughout the implementation journey
- Record implementation lessons in the internal knowledge base for colleagues
What you bring
- A bachelor's degree in a relevant discipline or equivalent hands-on experience
- At least two years delivering SaaS implementations, project management, consulting, or customer success work
- Strong project coordination, communication, and problem-solving ability
- Comfort working quickly against deadlines in a startup setting
Who this fits
This role suits someone who can lead SaaS implementation projects while staying close to customer needs and technical integration work. You should be proactive about finding solutions and committed to customer service. The position is based in Medellin, Colombia, and is a full-time manager-level role.
From the employer
On behalf of FinTech Client #1, 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 an 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.
- Passionate about customer service and proactively identifying solutions.
Preferred:
- Hands-on experience implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc.
- Accounts Payable and Procurement knowledge.
- Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)
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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