Customer Onboarding Manager - Philippines

Traild: Who are we? 

Traild is a high-growth SaaS company redefining how finance teams operate, combining AI, automation, and payments infrastructure to power the future of B2B finance.

Every year, businesses lose billions to fraud, errors, and mistakes. Traild exists to solve this at scale, helping finance teams move faster, stay in control, and operate with confidence.

With rapid customer growth, global expansion across APAC, North America and EMEA, and continued investment in product innovation, we are at a defining stage of our journey.

This is an opportunity to help shape the next category leader in finance automation, control and security, building technology that transforms how businesses manage, move, and protect money. At the core of this is a powerful AI-driven platform, enabling finance teams to deploy intelligent agents that do the work, surface risk in real time, and continuously improve how financial operations run.

Traild is building the infrastructure behind modern finance, protecting and powering meaningful volumes of the world’s B2B transactions.

If you’re excited by high growth, real ownership, and building something that matters, Traild is the place to do the most impactful work of your career.

About

Hear how Traild customers speak about us here.

 

The Role: Want to be a part of our exciting growth journey? 

We are looking for a Customer Onboarding Manager to join our talented and dynamic team. As the company has expanded into several international markets, we are seeking someone with a genuine passion for helping and supporting our clients.

In this role, you will be responsible for working closely with our clients to understand their business requirements, configure the software to meet their needs and support them throughout the implementation and onboarding process.

The ideal candidate will have a software consulting background with experience in accounts payable or the enterprise resource planning (ERP) space. Strong interpersonal and communication skills is a must, as well as the ability to think creatively when solving customer problems.

Key Responsibilities 

• Effectively manage the onboarding and implementation of new clients.
• Understand customer goals and ensure they are achieving measurable value with the product.
• Provide user training, ongoing support and troubleshooting to ensure the software is working correctly and meeting the client needs.
• Collaborate with our product and technology teams to ensure our clients are getting the most out of the software and to help improve the service.
• Build strong, trusted relationships with customer stakeholders (day-to-day champions and executives).  
  
  

• Our ideal candidate will have a background in customer success supporting a payments roll out
• Proven experience in a software implementation and customer support role
• Ability to problem solve and be resourceful
• Experience with ERP or accounting systems (eg. SYSPRO, Acumatica, Epicor) is a plus
• Prior experience thriving in a fast-paced startup/scale up environment
• Exceptional people and communication skills
• Intrapreunership and proactiveness
• Strong collaborator with an attitude embracing growth, hands-on execution, adaptability, and the scale-up spirit.
  
  

• Flexibility: we offer a range of remote, hybrid and flexible working options. 
• Global team: we are growing across APAC, NA and EMEA and have team all across the world. 
• We are growing at an exponential rate, this is an opportunity to get involved with a true rocketship with all the excitement and opportunities that comes with it 
• Our team genuinely loves working at Traild: our eNPS score is 78, where anything above 50 is considered world-class.