CX Manager- ERP Integration Solution & AI Operations

About the role

Stampli is seeking an execution-focused CX Manager with deep expertise in ERP implementations, P2P workflows, ERP integrations, and AI-enabled operations. This person will serve as a senior problem solver, strong 3rd-level support owner, and ERP integration domain expert, ensuring complex customer issues are diagnosed, prioritized, and resolved efficiently.

Responsibilities

• Own the ERP integration domain for customer-facing issues, bugs, and enhancement requests between Stampli and customer ERP systems.
• Serve as the go-to 3rd-level support resource for complex customer issues involving ERP behavior, accounting workflows, integration logic, and P2P execution.
• Investigate and resolve non-engineering issues related to ERP configuration, approval routing, master data, permissions, posting rules, entity/subsidiary setup, and other non-product root causes.
• Investigate issues across invoice processing, approvals, PO/non-PO flows, coding, matching, posting, sync failures, data transfer gaps, and payment-related workflows.
• Distinguish between issues caused by customer setup, workflow, configuration, or data and those that require Engineering involvement.
• Define functional solutions and requirements for ERP integration bugs, missing data flows, sync issues, and enhancement requests.
• Work closely with Engineering to ensure ERP integration fixes and enhancements are clearly defined, implemented, and validated.
• Partner with Product to assess and manage the impact of ERP integration changes on other Stampli modules, workflows, and system behavior.
• Ensure proposed solutions are compatible with customer ERP constraints, business processes, and Stampli’s broader product architecture.
• Lead complex escalations with clear ownership, structured communication, and strong follow-through.
• Identify recurring issue patterns and integration gaps, and recommend scalable improvements to integration behavior, implementation quality, customer guidance, and internal playbooks.

Qualifications

• 4+ years of hands-on ERP implementation, ERP consulting, or ERP integration experience, including implementation and post-go-live support.
• Experience with one or more leading ERP/accounting systems such as Intacct, NetSuite, QBO, QBD, SAP, Microsoft Dynamics, Sage, Acumatica, or Oracle.
• Strong understanding of P2P workflows and finance operations, including approvals, PO/non-PO flows, coding, matching, posting, and payment dependencies.
• Proven ability to troubleshoot issues across ERP configuration, workflow logic, master data, permissions, entity structures, integrations, field mapping, and sync behavior.
• Experience translating customer issues and ERP requirements into functional solutions and clear requirements for integration fixes, missing data flows, and enhancement requests.
• Experience working directly with customers and internal teams, including Engineering, to drive resolution of complex post-go-live issues and ERP integration changes.
• Ability to distinguish between customer setup/process issues, ERP integration issues, and broader product issues, and define the appropriate resolution path.
• Strong practical experience with AI tools and AI-assisted workflows, including responsible use of AI in customer-facing and operational environments.

Preferred

• Experience implementing or supporting P2P, AP automation, invoice automation, or financial workflow platforms.
• Experience with ERP integrations in multi-entity / multi-subsidiary environments.
• Background as an ERP consultant, ERP implementer, financial systems consultant, solutions consultant, or similar.
• Experience handling escalations in SaaS, fintech, AP automation, or finance operations environments.
• Familiarity with integration logs, API-based workflows, and technical troubleshooting in customer-facing environments.
• Experience building AI agents or AI-assisted workflows for case management, analysis, summarization, or communication.

Skills & Competencies

• Think like an implementer, troubleshooter, and solution owner.
• Break down issues into clear root-cause categories across process, configuration, data, permissions, integration, and product.
• Distinguish between customer-specific setup issues, systemic problems, ERP integration gaps, and broader product impact.
• Translate customer needs and ERP behavior into clear functional requirements for Engineering.
• Understand how ERP integration changes may affect other Stampli modules and workflows.
• Operate effectively in a fast-moving, AI-enabled environment.
• Combine AI speed with strong human judgment in customer-facing and escalation-sensitive situations.
• Communicate clearly with both technical and non-technical stakeholders.
• Know when to escalate, contain, solve directly, or drive a solution through Engineering.

Benefits

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.