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CX Manager - ERP Integration Solution at Stampli · Trevo
Stampli is hiring a CX Manager 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'll 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.
AI-driven responsibilities
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
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.
Hybrid work model: 3 days/week in our vibrant Tel Aviv HQ (Tue–Thu), rest remote
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
A collaborative, diverse, and fun product culture that embraces experimentation.
Why Join Stampli?
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 $100B+ in invoices annually and saving millions of labor hours for 1,600+ 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."
What sets us apart? 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!
Important Note for Applicants
This role requires hands-on ERP implementation / ERP consulting experience and strong comfort working with AI tools and AI-assisted workflows. Candidates without direct ERP implementation, ERP consulting, or deep ERP workflow troubleshooting experience are unlikely to be a fit.