Stampli · 1 day ago
Customer Success Manager/Implementation Consultant
Stampli is revolutionizing financial operations with AI, and they are seeking a Customer Success Manager/Implementation Consultant to lead customers through successful onboarding. This role involves owning implementations end-to-end, ensuring customers are set up for long-term success across their ERP and Procure-to-Pay workflows while maintaining primary ownership of the customer relationship during the first year.
AccountingArtificial Intelligence (AI)BillingPayments
Responsibilities
Lead in-depth discovery sessions to understand customer business processes, ERP environments, and AP workflows
Ask thoughtful, probing questions to uncover both stated requirements and underlying needs
Document current-state processes and design future-state solutions aligned to Stampli best practices
Translate customer goals into clear implementation plans and configuration decisions
Own customer onboarding from kickoff through go-live, ensuring projects stay on track, and aligned with business goals
Configure Stampli to support customer workflows while balancing flexibility with scalability
Proactively identify risks, dependencies, and gaps, and drive resolution before they impact delivery
Maintain ownership through the post go-live stabilization period, ensuring adoption, issue resolution, and a strong foundation for long-term success
Confidently recommend and advocate for best practices, even when they differ from a customer’s current approach
Set clear expectations around product capabilities, limitations, and timelines
Help customers understand the 'why' behind implementation decisions to drive adoption and trust
Think creatively and propose multiple solution paths and recommend the most viable option
Build strong relationships through clear, timely, and professional communication
Effectively manage multiple stakeholders across accounting, IT, and leadership teams
Lead customer meetings with confidence, structure, and clear next steps
Stand firm when necessary while ensuring all parties walk away aligned and satisfied
Escalate and collaborate appropriately when issues arise
Partner closely with Customer Success to ensure smooth handoff post go-live
Surface recurring implementation challenges, product gaps, and process trends to appropriate teams
Qualification
Required
3–5 years of experience in a customer-facing role, with a strong focus on post-sales implementation, onboarding, or professional services within a B2B SaaS or consulting environment
Proven experience owning complex implementations from kickoff through go-live, including managing timelines, dependencies, risks, and shifting requirements
Strong background in implementation consulting, ERP or P2P consulting, onboarding, or enterprise SaaS deployments
Hands-on experience working with ERP systems such as NetSuite, Sage, or similar platforms, with the ability to understand how systems, data, and workflows connect
Demonstrated success leading implementations in multi-stakeholder environments, including working with both operational teams and executive-level contacts
Ability to confidently facilitate customer conversations where time is constrained and outcomes matter, guiding discussions toward decisions, next steps, and measurable results
Strong project management skills with a disciplined approach to prioritization, follow-through, and driving work to completion
Consultative mindset with the ability to balance customer needs, product capabilities, and best practices to deliver scalable solutions
Excellent customer-facing communication skills, with a focus on clarity, empathy, and building trust during high-impact moments
Comfort working cross-functionally with Sales, Product, Support, and Customer Success, advocating for customers while minimizing friction and noise
Ability to operate effectively in fast-moving, ambiguous environments where products, processes, and priorities evolve
Proactive, solution-oriented approach with a strong sense of ownership and accountability for outcomes
Benefits
Full medical, dental, and vision insurance
401(k) + employer match
Access to cutting-edge AI tools, including ChatGPT Enterprise, to enhance productivity, support innovation, and streamline daily workflows
Opportunities and development for career and personal growth
Strong and experienced leadership that supports your growth and success
An open-concept, modern workspace within an inclusive and dynamic scale-up culture
Company
Stampli
Stampli is an accounts payable automation platform simplifying invoices, approvals, and payments.
Funding
Current Stage
Late StageTotal Funding
$145.7MKey Investors
Blackstone GroupInsight PartnersSignalFire
2023-10-03Series D· $61M
2021-05-12Series C· $50M
2019-10-30Series B· $25M
Recent News
2025-11-19
2025-11-08
PR Newswire
2025-10-17
Company data provided by crunchbase