Customer Success Manager/Implementation Consultant

Stampli   All Jobs Customer Success Manager/Implementation Consultant Customer Success Mountain View, CA​ Intermediate Full-time Description As a CSM/Implementation Consultant at Stampli, you will lead customers through successful onboarding, acting as a trusted advisor during one of the most critical phases of their journey. You will own implementations end-to-end, from kickoff through Go Live, ensuring customers are set up for long-term success across their ERP and Procure-to-Pay workflows.In addition to leading the implementation itself, Customer Success Managers maintain primary ownership of the customer relationship through the first year. This extended ownership ensures continuity, adoption, and successful outcomes beyond go-live.This is a hands-on, consultative role focused on discovery, solution design, configuration, and execution. Success is measured by implementation quality, customer adoption at go-live, and the ability to navigate complexity with confidence and clarity.Customer Success Managers at Stampli are experts in process, systems, and best practices, and they are expected to guide customers decisively, even when that means challenging existing workflows. Requirements 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 environmentProven experience owning complex implementations from kickoff through go-live, including managing timelines, dependencies, risks, and shifting requirementsStrong background in implementation consulting, ERP or P2P consulting, onboarding, or enterprise SaaS deploymentsHands-on experience working with ERP systems such as NetSuite, Sage, or similar platforms, with the ability to understand how systems, data, and workflows connectDemonstrated success leading implementations in multi-stakeholder environments, including working with both operational teams and executive-level contactsAbility to confidently facilitate customer conversations where time is constrained and outcomes matter, guiding discussions toward decisions, next steps, and measurable resultsStrong project management skills with a disciplined approach to prioritization, follow-through, and driving work to completionConsultative mindset with the ability to balance customer needs, product capabilities, and best practices to deliver scalable solutionsExcellent customer-facing communication skills, with a focus on clarity, empathy, and building trust during high-impact momentsComfort working cross-functionally with Sales, Product, Support, and Customer Success, advocating for customers while minimizing friction and noiseAbility to operate effectively in fast-moving, ambiguous environments where products, processes, and priorities evolveProactive, solution-oriented approach with a strong sense of ownership and accountability for outcomes What You Will Do Customer Discovery & Solution DesignLead in-depth discovery sessions to understand customer business processes, ERP environments, and AP workflowsAsk thoughtful, probing questions to uncover both stated requirements and underlying needsDocument current-state processes and design future-state solutions aligned to Stampli best practicesTranslate customer goals into clear implementation plans and configuration decisionsImplementation OwnershipOwn customer onboarding from kickoff through go-live, ensuring projects stay on track, and aligned with business goalsConfigure Stampli to support customer workflows while balancing flexibility with scalabilityProactively identify risks, dependencies, and gaps, and drive resolution before they impact deliveryMaintain ownership through the post go-live stabilization period, ensuring adoption, issue resolution, and a strong foundation for long-term successConsultative Guidance & Best PracticesConfidently recommend...