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 and maintaining customer relationships to ensure long-term success across ERP and Procure-to-Pay workflows.
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