Customer Success Manager, Tipalti
Payments & procurement automation
Be an early applicant
Payments & procurement automation
1001+ employees
Be an early applicant
1001+ employees
Company mission
To liberate and elevate finance teams so they can make true strategic impact, by automating and optimizing global finance operations while eliminating risk.
Role
Who you are
- 2+ years of customer success or account management experience, preferably in the Fintech space
- ERP experience, accounts payable, ChurnZero, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience is a plus
- Strong understanding of the fintech industry and our products/services
- Exceptional communication and interpersonal skills
- Commercially savvy
- Highly organized with excellent oral and written communication skills
- High level of enthusiasm, initiative, commitment, and professionalism
- Ability to build compelling value-driven client facing presentations
- Ability to gather complex requirements and work with a team to design a solution
- Ability to engage with all levels in an organization from the CEO, CFO, Accountant, etc
- Previous Project Management role or skills are a plus
- Knowledge of accounting processes would be a plus
- If you can speak additional languages that would be great
What the job involves
- As a Customer Success Manager you will play a crucial role in ensuring our customers achieve their desired outcomes with our products/services
- You will be the primary point of contact for our customers, responsible for creating raving Tipalti fans by building and maintaining strong, long-lasting relationships
- Your focus will be on the health of your customer relationships, experience, engagement, adoption, retention, and expansion of our product with some of our highest profile, top tier customers
- In this role, you will proactively reach out to your assigned accounts, set benchmarks and milestones, present business reviews, product solutions, review product usage, product releases, enhancements, discuss feedback, suggest new products that will enhance their existing capabilities where we can, and make suggestions to improve the overall customer experience
- Develop and maintain strong relationships with a portfolio of clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond including rolling out new features and enhancements, integrations, growing and expanding focusing on the customer’s experienced advocacy
- Owner and main point of contact for our customers, monitoring customer accounts to identify areas of improvements and proactively address any issues or concerns, and act as a point of escalation for customer issues and ensure a timely resolution
- Uncover growth opportunities in your portfolio through upsells and cross-sells
- Focus on net dollar retention and churn prevention
- Work closely with Sales, Sales Expert(s), Solutions Consultants, Implementation, Support, Product and Marketing to proactively collect, receive, share and action on feedback to drive collaboration and adoption
- Use data to prioritize and change prioritizations internally across the organization to help drive exceptional customer experience
- Provide mentorship, coaching and help with onboarding new and existing team members
Salary benchmarks
Our take
Digital finance innovations across the last decade have dramatically changed how financial operations are conducted, with businesses managing their payables workloads digitally. Despite such innovations, such workflows are still conducted manually, leading to time-consuming, repetitive, and inefficient workflows.
Tipalti provides a global payments, accounts payable, and purchase order automation platform, offering tools for each area to reduce manual workflows and optimize operations. The platform’s functionalities are designed to be flexible for the scaling of growing businesses, helping to optimize financial visibility, efficiency, and control without the need for business infrastructure changes.
Whilst individual platforms exist for global payments, accounts payable, and purchase order management, Tipalti has recognized that businesses do not want to juggle fragmented software solutions inefficiently. The company aims to free up financial departments’ time without compromising their software stack and workflows through its end-to-end payment automation solutions.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Few candidates hear
back within 2 weeks
-3% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
May 2023
$150m
GROWTH EQUITY VC
Dec 2021
$270m
SERIES F
Total funding: $766m
Company benefits
- A thriving team and business
- Career-building opportunities
- Politics-free culture
- Focused on success
- Great benefits
Company values
- Dedication to Customer Success
- Get Shit Done (GSD)
- Commitment to Excellence
Company HQ
Town Center, Foster City, CA
Articles
Leadership
Chen Amit
(Founder & CEO)General Manager of ECI Telecom from 1998 to 2000. Experience as CEO of Atrica.
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