Job Description
About The Position Stampli is hiring a CX Manage r with deep expertise in ERP finance systems, P2P workflows, and integrations . This role is the ERP SME and integration owner within Customer Experience . The focus is to understand how finance processes work in customer ERPs, how they connect to Stampli, and how to turn customer issues, bugs, feature gaps, and new requirements into clear integration solutions. This is a hands-on role for someone who can solve complex customer issues, define ERP integration requirements for Engineering, and lead resolution end to end . The role also operates in a highly AI-enabled environment, using AI tools, platforms and agents to improve triage, analysis, escalation management, and communication. This role owns ERP integration within Customer Experience: diagnosing customer issues, defining integration requirements, and driving resolution end to end. You’ll partner with teams in Israel and the US and report to the Director of Customer Experience. What You Will Do Own ERP integration issues across bugs, feature gaps, and customer requirements. Serve as ERP SME and L3 support lead for complex finance workflow and integration cases. Diagnose setup, configuration, data flow, mapping, permissions, and sync issues. Distinguish between customer setup issues, integration issues, and product issues, and drive the right resolution path Define functional requirements and solutions for ERP integration fixes, sync issues, missing data flows, and new capabilities. Lead escalations with strong ownership and clear internal/external communication. Use AI tools to improve triage, analysis, RCA, summaries, and handoffs, with clear human-review checkpoints. Use AI tools daily to improve triage, analysis, and communication. Design AI-supported workflows for intake, investigation, escalation summaries, pattern detection, and handoffs. Use AI to accelerate root-cause analysis, executive updates, troubleshooting paths, and customer communication. Continuously improve prompts, workflows, and agent behavior, with sound judgment on where AI can help and where human review is required What You Will Bring Your background (Experience & Qualifications) 4+ years in ERP implementation, consulting, integration, or financial systems support. Hands-on experience with major ERPs (e.g., NetSuite, Intacct, QBO/QBD, SAP, Dynamics, Sage, Acumatica, Oracle). Strong understanding of ERP finance and P2P processes. Proven troubleshooting across configuration, workflows, master data, permissions, mapping, and sync. Experience translating customer/ERP needs into functional integration requirements. Strong cross-functional collaboration with customers, Engineering, and Product. Practical experience using AI tools in operational or customer-facing workflows. Plus: AP automation, multi-entity ERP integrations, APIs, technical troubleshooting, or AI agent design. How You Operate (Skills & Competencies) Diagnostic Expertise: Ability to look beyond surface-level requests to find the underlying technical or process-driven root cause. Analytical & Business-Minded: Highly analytical with an ability to tackle complex problems in a structured and organized way. Structured Communication: Clear, structured communication across both technical (Engineering) and non-technical (Customer Success) audiences. Technical Influence: Comfortable influencing senior stakeholders and technical teams through data-backed analysis and expert domain knowledge. Judgment Under Pressure: Excellent judgment in high-pressure situations, quickly identifying what is truly critical for system stability. You Will Get The flexibility of working from our Mountain View, CA office three days a week (Tuesday, Wednesday, and Thursday), with the option to work remotely for the remainder of the week. 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 The base salary range for this position is $145K-$155k and Equity. Compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. Why Join Stampli?