At a Glance
- Tasks: Lead a team to ensure top-notch onboarding for strategic customers and drive project success.
- Company: Join Tipalti, a fast-growing SaaS company with a collaborative culture.
- Benefits: Enjoy hybrid work, equity packages, professional growth opportunities, and a vibrant community.
- Other info: Be part of a dynamic environment focused on innovation and AI-driven solutions.
- Why this job: Make a real impact by leading complex customer implementations and shaping team success.
- Qualifications: 7+ years in customer onboarding or similar roles, strong leadership, and analytical skills required.
The predicted salary is between 108000 - 132000 $ per year.
As the Manager, Strategic Onboarding, you will lead a team responsible for Tipalti’s most complex and strategically important customer implementations, including both internally delivered and partner-led engagements. You will be accountable for the performance, development, and success of your team and the overall health of the delivery portfolio, ensuring projects are appropriately staffed, risks are identified and addressed early, and customers receive a consistently high-quality onboarding experience.
You will own portfolio-level delivery performance, capacity and resource management, operational cadence, and first-line escalation management for your team. You will coach and develop experienced Onboarding Managers, establish repeatable and scalable delivery practices, and partner cross-functionally to remove systemic barriers to successful implementation. This is a people and portfolio leadership role, not an individual implementation role. Success is measured by the performance of the team and portfolio—not by personally carrying customer implementations.
- Lead, coach, and develop a team of experienced Onboarding Managers responsible for complex and strategically important customer implementations.
- Establish clear performance expectations, provide regular coaching and feedback, and create development opportunities that strengthen the team’s delivery and leadership capabilities.
- Build a culture of ownership and accountability in which Onboarding Managers independently lead their portfolios and elevate intentionally rather than relying on management to run projects for them.
- Recruit, hire, onboard, and develop new team members as the organization grows.
- Own performance management, goal setting, and development planning for the team.
- Own the overall health and performance of the Strategic Onboarding portfolio, including project health, delivery risk, time-to-value, customer experience, capacity, and forecast accuracy.
- Establish and lead a consistent portfolio operating cadence that surfaces risks early, drives clear ownership of actions, and enables proactive intervention before issues become escalations.
- Own staffing and capacity management across the team, balancing customer needs, project complexity, team capabilities, and business priorities.
- Serve as the first level of management escalation for at-risk implementations, providing leadership and executive customer engagement when appropriate while maintaining clear ownership with the assigned Onboarding Manager.
- Provide leadership oversight for Tipalti’s most complex and strategically important implementations, ensuring teams have the resources, cross-functional support, and decision-making required for successful delivery.
- Identify patterns across projects and escalations and translate them into systemic improvements rather than repeatedly solving the same issues customer by customer.
- Maintain accurate portfolio visibility and forecasting, using data to identify emerging risks, capacity constraints, and opportunities to improve delivery performance.
- Provide operational oversight of strategic partner-led implementations within the broader Strategic Onboarding portfolio, ensuring appropriate visibility, governance, escalation management, and consistent delivery standards across both Tipalti-led and partner-led engagements.
- Identify and implement improvements to delivery processes, tools, and operating practices that increase consistency, scalability, and customer outcomes.
- Use portfolio data and frontline insights to identify systemic delivery issues and drive improvements across the organization.
- Partner with Product, Engineering, Support, Sales, Professional Services, Alliances, and other cross-functional teams to resolve recurring delivery barriers and represent the needs of Strategic Onboarding.
- Ensure lessons learned, delivery patterns, and successful practices are captured and reused across the team rather than remaining with individual team members.
- Share structured product and process feedback with appropriate stakeholders to improve the customer onboarding experience.
- Establish clear ownership and escalation paths for cross-functional dependencies that impact customer delivery.
- Champion adoption of AI-enabled delivery workflows across Strategic Onboarding, partnering with the AI Strategy function to identify high-value opportunities, drive frontline adoption, and measure operational impact.
- Help evolve team roles and operating practices as AI removes administrative work, enabling Onboarding Managers to spend more time on strategic customer engagement and higher-value delivery activities.
- Provide frontline feedback and operational insights to help ensure AI capabilities address real delivery challenges and create measurable value.
- Reinforce new AI-enabled ways of working through coaching, operating cadence, and performance expectations.
Benefits include a hybrid work model, equity packages, company events, collaborative work spaces, opportunities for professional growth, an inclusive community, global opportunities and exposure, authentic colleagues, and autonomy.
Experience operating in a high-growth SaaS environment is required, along with strong executive presence and demonstrated ability to lead difficult customer conversations and high-stakes escalations. Familiarity with Salesforce, project-management platforms, and ticketing systems such as Jira is preferred. You should have demonstrated experience managing a portfolio of complex enterprise customer implementations, with accountability for delivery quality, customer outcomes, capacity, and risk.
7+ years of experience in Customer Onboarding, Professional Services, Implementation, or a similar customer delivery function within B2B SaaS is necessary. Excellent operational judgment, detail-oriented and well organized, strong analytical skills, and demonstrated ability to build scalable processes are essential.
A BA/BS in a related field or equivalent practical experience is required, along with 3+ years of direct people-management experience leading experienced implementation or onboarding professionals.
Experience leading complex fintech, payments, ERP, or financial-technology implementations is a plus.
Manager of Strategic Customer Onboarding in Toronto employer: Tipalti
At Tipalti, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture. Our Strategic Account Managers benefit from a hybrid work model, equity packages, and numerous opportunities for professional growth, all while working alongside authentic colleagues who are passionate about customer success. With global exposure and the autonomy to drive impactful solutions, Tipalti is the ideal place for those looking to make a meaningful impact in the Software/SaaS and Financial Tech sectors.