Customer Onboarding Specialist

Tipalti·$70k·San Mateo, CA

Miles Bradley

Miles Bradley Available

Business Development ·

Customer Onboarding Specialist

San Mateo Sales – Sales Operations and Enablement Full-Time

Tipalti is the only solution on the market today that streamlines and automates the entire supplier payment process and workflow under one holistic cloud platform. Tipalti eliminates up to 80% of the supplier payment and regulatory compliance workload for finance departments. Companies like Roku, Twitter, GoDaddy, and Indeed trust Tipalti to eliminate risk and save by streamlining and automating their supplier payments operations. Tipalti is a licensed Financial Technology company founded in 2010 and whose headquarters are in San Mateo, California. We are growing at 200% year over year, have over $8.0B in spend (and growing) running through our platform, and support over 300 customers and 4,000,000 paid suppliers all over the world. We are the leader in supplier payment operations.

We are building a world-class sales organization. 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!

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 process and experiment with different approaches to improve efficiency and timeliness of on boarding 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 on boarding Maintain cross functional service level agreements ( SLAs) to ensure on boarding 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 on boarding processes as well as troubleshoot existing roadblocks Distribute inbound leads and partner referrals to Sales Managers Assist in setting up weekly sales team meeting, agenda, and PPT creation Support various sales events from time-to-time 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 Intermediate level skills with MS Office Suite and Adobe Acrobat Working knowledge of Salesforce Bonus points for Deal Desk or direct sales experience We have a great company culture (visit us on Glassdoor). Tipalti is a positive, sales driven “can do” environment, where everyone supports our common goals of delivering customer value and building a great company. Our commission plans are some of the most aggressive in the industry. We offer comprehensive health benefits, a flexible work environment, catered lunches…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. Ready to get serious about success? Email us your resume at


Full Time