Project Manager chez Tipalti

As a Project Manager in the Customer Onboarding (CO) team 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 Project Manager, you will be responsible for leading the planning, execution, and delivery of our products post-sales. 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.

Why join Tipalti?

Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies.

At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together. 

Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam, Tbilisi and Medellin

In this role, you will be responsible for:

Project Planning and Execution:

• Collaborate with internal and external stakeholders to gather requirements, define project scope and develop project plans and timelines.
• Coordinate with 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
• Drive successful implementation and accelerate revenue realization for high-value, strategic customer accounts

Technical Expertise:

• 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.

About you: 

• Bachelor's degree in a relevant field (e.g., Computer Science, Business, or Finance/Accounting).
• 3+ Years as a Project Manager, or Technical Project Manager, preferably in the SaaS or Fintech industry.
• Strong technical background and familiarity with software development processes and common SaaS technologies. (HTML/CSS/API/Confluence/Jira/Salesforce)
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Exceptional problem-solving and analytical skills.
• Attention to detail and a commitment to delivering high-quality results.
• Project management certification (e.g. PMP) is a plus.

Our benefits package includes:

• Competitive salary plus company shares.
• 401(K) Matching
• Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD.
• 3 weeks of paid vacation.
• Lunch program for days you are in the office.
• We get together often for company-wide social events.
• Cell phone stipend.
• Internet stipend.