Salary
💰 $65,600 - $96,000 per year
About the role
- Leads the end-to-end implementation process to ensure a seamless transition for clients adopting MineralTree’s solutions
- Works closely with clients to understand their unique business needs, configure systems accordingly, and ensure successful deployment
- Manages initial system setup, data mapping, and integration while providing hands-on training and support to client teams
- Troubleshoots and resolves technical or process-related issues, escalating as needed to internal teams
- Acts as a trusted advisor, gathering client feedback to drive product enhancements and process improvements
- Provides remote and on-site support to ensure a smooth and efficient implementation experience
- Oversee 20+ customer onboarding projects in parallel
- Work directly with customers to understand their AP and Payment automation needs
- Work to ensure customer adoption of MineralTree in accordance with signed contracts
- Craft and carry out client specific project plans in a timely manner
- Set up new customers in our backend admin system
- Successfully train all members of the client’s accounting team assuring proficiency in the MT platform
- Document onboarding projects in an organized and transparent way, and present progress to internal teams on a regular basis
- Identify and collect metrics on the onboarding process with the ultimate goal of streamlining the process
- Work collaboratively with MineralTree’s sales, support, operations and engineering teams, as well as bank and payment processing partners
- Collaborate with customer success manager to ensure long-term customer success
Requirements
- Bachelor's Degree (Major in Business or Computer Science preferred, other majors considered)
- Willing to accept additional experience in lieu of a degree, TSYS systems or industry related experience strongly preferred
- Typically Minimum 3 Years Related Experience
- Experience in business, information systems, or finance related field required
- Extremely organized and detail oriented with the proven ability to multitask, prioritize and manage time effectively
- Must possess sufficient technical aptitude to quickly learn the MineralTree applications and the business rules that govern usage, and to understand our integrations with customer's accounting systems
- Excellent verbal and written communication
- Proven experience with problem solving and complex troubleshooting
- Proficient computer skills using MS Office and Google Docs
- Experience in a related area, e.g. customer onboarding, project management, customer success
- Strong customer oriented mindset
- A self-motivated, independent individual, who takes initiative and seizes opportunity
- Preferred: Typically Minimum 5 Years Related Experience
- Preferred: Experience in system integration, implementations, and conversions
- Preferred: Knowledge of Accounts Payable processes and/or accounting software, ERPs is a plus