Tipalti
Customer Onboarding Specialist
Joining Tipalti means you're stepping onto a fintech rocketship in a collaborative environment. We're the financial execution experts powering high-growth companies and eliminating the pain in payables. Tipalti eliminates up to 80% of the supplier payment and regulatory compliance workload for finance departments. In short, our AI-driven technology does the work no one wants to do, and we do it better than anyone.
As a Tipalti Customer Onboarding Specialist, you will leverage your extensive customer service experience working cross functionally and directly with customers. The successful candidate will be driven, meticulous, and passionate about ensuring new customers are onboarded efficiently through a best in class experience. This role will be a key contributor to the Sales Operation Team’s dedication to efficiency, effectiveness, and process improvement. You are joining Tipalti at a foundational time as we begin to streamline processes and experiment with different approaches to improve efficiency and timeliness of onboarding new customers.
Responsibilities
- Provide excellent customer service to both external customers and internal customers (Sales, Legal, Implementation, and Compliance Teams)
- Work cross-functionally with multiple internal teams to ensure timely delivery of each step of the order form closing and customer onboarding process.
- Establish and maintain cross functional service level agreements (SLAs) to ensure onboarding completion and approval to use our solutions.
- Manage all document collection of new and current customers, including order forms, amendments, KYC and supporting documentation.
- Communicate directly with customers via phone and email to follow up on outstanding documents.
- Strategize, drive improvement and document our onboarding processes as well as troubleshoot existing roadblocks.
- Bonus points if you have a general understanding of the KYC (Know Your Customer) requirements.
Requirements
- Two or more years in high volume data entry, customer service and high volume account/customer coordination.
- Extremely organized with strong project management and cross-functional collaboration skills.
- Must be very detail oriented with strong organizational skills.
- Ability to work in a time-sensitive environment with a large workflow.
- Effective communication (verbal and written) and relationship-building skills.
- Genuinely care about people and helping others achieve their goals.
- Must be computer literate; Intermediate level skills with MS Office Suite and Adobe Acrobat are required.
- Working knowledge of Salesforce.com, and Docusign required.
- Bonus Points for Deal Desk or direct sales experience.
Companies like Classpass, Twitter, GoDaddy, and Zola entrust Tipalti to activate their business models and dramatically reduce AP friction. Founded in 2010 and headquartered in San Mateo, California, we're a well-funded startup growing at 100% year-over-year, supporting over 1000 customers.
Beyond transformative technology and industry-leading long-term value with customers, we offer a modern company culture that is customer-centric and built on trust and transparency. We're a "can do" environment where everyone acts to deliver customer value and to build a company that will last.
We offer comprehensive health benefits, a flexible workplace, catered lunches, career coaching, and an environment where you can grow, be an impact player, and thrive! As part of our dedication to the diversity of our workforce, Tipalti is committed to Equal Employment Opportunity without regard for race, ethnicity, gender, protected veteran status, disability, sexual orientation, gender identity, or religion.
We are building a world-class sales organization with some of the most aggressive commission plans in the industry. If you are looking to join a fast-paced, dynamic, proven company with a great solution to sell, join the Tipalti sales team and get ready to change the way payments are made!
The only end-to-end accounts payable software to automate the entire supplier payments operation, making global mass B2B payments frictionless & efficient.
- Founded
- Founded 2010
- Employees
- 201-500 employees
- Industry
- Internet Software & Services
- Total raised
- $130M raised
Onboarding Specialist