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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. This is a hands-on role for someone who understands how ERP systems behave in real customer environments and can determine the root cause of issues. The role owns the ERP integration domain, investigating customer issues, designing functional solutions, and collaborating with Engineering on fixes and improvements. It also works closely with Product to ensure ERP integration changes do not negatively impact other Stampli modules. The ideal candidate brings hands-on ERP implementation experience, a strong understanding of finance and P2P processes, and the ability to translate customer needs and ERP behavior into clear, actionable requirements. The role operates in a highly AI-enabled environment, requiring comfort with daily AI use and designing AI-supported workflows. You will partner with teams in Israel and the US and report to the Director of Customer Experience.

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.
Use AI tools daily to improve the speed, consistency, and quality of issue triage, analysis, and communication.
Design and improve workflows where AI agents support the CX team in areas such as issue intake, investigation support, escalation summaries, pattern detection, and internal handoffs.
Build AI-assisted processes that help identify likely root-cause categories, including configuration issues, process gaps, permission problems, export issues, data quality issues, and true product defects.
Use AI to generate and refine escalation updates, executive summaries, internal briefs, troubleshooting paths, and customer communications while maintaining accuracy and judgment.
Continuously improve prompts, workflows, and agent behavior, while applying sound judgment on where AI can accelerate work and where human review is required.

Requirements

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.
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

ERP implementations
P2P workflows
ERP integrations
AI-enabled operations
Problem solving
3rd-level support
ERP integration domain expertise
Functional solution design
Requirement definition
AI tools
AI-assisted workflows
Troubleshooting
Root cause analysis
Communication
Escalation management

Location

Austin, TX

Work Type

Hybrid

Experience Level

4+ years

Benefits

Full medical, dental, and vision insurance
401(k) + employer match
Access to cutting-edge AI tools, including ChatGPT Enterprise
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

About the Company

Stampli is revolutionizing financial operations with AI, far ahead of competitors. For nearly a decade, our AI assistant, Billy, has set the industry standard—processing $105B+ in invoices annually and saving millions of labor hours for 1,800+ customers. More than automation, Billy transforms finance teams by freeing them of manual work. Our explosive growth places us among the top tech companies at our stage, with exceptionally low churn. After conquering the Accounts Payable space, we're now revolutionizing the entire procure-to-pay (P2P) lifecycle with our new platform that 'connects every dot from request to reconciliation.' We adapt to customers—not the other way around—integrating with 70+ ERPs in weeks, not months. Our customer-first approach extends to our award-winning workplace culture, with vibrant, global offices. We've earned multiple Comparably awards, including Best Company Outlook, Work-Life Balance, Compensation, Happiness, and Perks & Benefits. Here at Stampli, we build exceptional products with exceptional people. Join our dynamic team where your career will thrive in an environment that champions creativity, collaboration, and growth!