Project Manager - Customer Onboarding

at  Tipalti

POSITION SUMMARY

As a Project Manager at Tipalti, you will oversee the implementation of Tipalti solutions for our clients. We are seeking a skilled and experienced SaaS Project Manager to join our dynamic team. As a Tipalti Project Manager, you will be responsible for leading the planning, execution, and delivery of our products. You will work closely with cross-functional teams, to ensure that projects are completed on time, within scope, with high quality, and ensure customer delight. Your expertise in project management and your ability to navigate the technical intricacies of our solutions will be critical to the success of our implementations.

INTERESTED IN LEARNING MORE ABOUT US?

Tipalti is the only company handling both global partner payments and accounts payable workflows for high-velocity companies across the entire financial operations cycle: onboarding and managing global suppliers, instituting procurement controls, streamlining invoice processing and approvals, executing payments around the world, and reconciling payables data across a multi-subsidiary finance organization. Tipalti enables companies to scale quickly by making payables strategic with operational, compliance, and financial controls. Through Tipalti, our clients can efficiently and securely pay thousands of partners and suppliers in 196 countries within minutes.
Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 98% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it” - a mission to which we are constantly committed.

• Project Planning and Execution:
• Collaborate with internal and external stakeholders to gather requirements, define project scope and develop project plans and timelines.
• Coordinate cross-functional teams, including sales, software developers, engineers, QA resources, etc…to ensure project objectives are met on time and within budget.
• Coordinate resource allocation. Manage project resources effectively.
• Manage project risks, issues and dependencies, and implement effective mitigation strategies to ensure successful project delivery.
• Monitor project progress, track key performance indicators (KPIs), and provide regular updates to the stakeholders.
• Act as the primary point of contact for clients throughout the project lifecycle, addressing their concerns, resolve issues and managing expectations.
• Implement project specific structured escalation process to address and resolve issues in a timely manner, ensuring minimal impact on project progress.
• Conduct post-implementation reviews and lessons learned sessions to identify areas for improvement and best practices.
• Revenue Attainment:
• Own bookings to revenue from contract signature to full adoption
• Ensure successful implementation and revenue adoption for our largest, most strategic customers
• Technical Expertise:
• Gain a deep understanding of Tipalti’s Accounts Payable solutions.
• Communicate technical requirements to both technical and non-technical stakeholders.
• Troubleshoot technical issues and work with the development team to resolve them.
• Ensure that technical deliverables meet quality standards and client expectations.
• Stakeholder Communication:
• Serve as the main point of contact for clients during implementation.
• Facilitate recurring internal and external project status meetings to track completed/upcoming activities, raise urgent items/risks and ensure all milestones are on track.
• Establish and maintain regular steering committee meetings comprising key stakeholders and decision-makers responsible for project oversight and governance.
• Maintain a proactive approach to stakeholder engagement and relationship management, ensuring customer delight.
• Prepare and deliver comprehensive status reports to C- and Executive level team members highlighting key milestones, achievements, risks and issues.
• Foster strong, collaborative relationships with clients and internal teams.
• Translate technical project details into business-focused insights and strategic recommendations.
• Ensure clear and effective communication between all project stakeholders.
• Documentation:
• Develop and maintain comprehensive project documentation, including scope alignment, project plans, requirement documents, RAID logs, stakeholder communication plans, status reports, etc…
• Ensure that project documentation is comprehensive and accessible to all relevant parties.
• Conduct regular audits of the Project Plan, internal processes and procedures to constantly improve.