Customer Experience Manager, Tipalti

CA$73-92k

+ Stock options & 10% Bonus

SQL

Salesforce

Zendesk

JIRA

NetSuite

Quickbooks

Mid and Senior level

Vancouver

More information about location

3+ days a week in office

Payments & procurement automation

Be an early applicant

Payments & procurement automation

1001+ employees

B2BPaymentsSaaSAccountingAutomationProcurement

Be an early applicant

CA$73-92k

+ Stock options & 10% Bonus

SQL

Salesforce

Zendesk

JIRA

NetSuite

Quickbooks

Mid and Senior level

Vancouver

More information about location

3+ days a week in office

1001+ employees

B2BPaymentsSaaSAccountingAutomationProcurement

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.

Job

Company

Role

Who you are

This role is ideal for someone who thrives in fast-paced SaaS or fintech environments and enjoys tackling complex problems with a combination of customer empathy and technical expertise
Experience with ERP systems like NetSuite, QuickBooks, or similar
Knowledge of accounting concepts or financial workflows
Strong troubleshooting skills and the ability to clearly explain complex technical topics
Capacity to handle a high volume of client requests and prioritize tasks effectively
Excellent written and verbal communication skills
Comfort working cross-functionally in a fast-paced SaaS or fintech environment
Experience with tools like Zendesk, Salesforce, JIRA, or similar
Background in payments or fintech
Prior experience in a B2B SaaS or enterprise software company
Ability to write and run SQL queries (basic proficiency is a bonus)

What the job involves

We’re seeking a Customer Experience Manager (CXM) to oversee client relationships and ensure our customers maximize the value of our platform
You’ll act as a strategic advisor, problem solver, and technical expertsomeone who can speak both the language of business and engineering
You’ll work directly with high-value clients to understand their technical needs, resolve issues, and proactively help them get the most out of our solutions
Additionally, you’ll collaborate closely with internal teams across product, engineering, and support to ensure that customer feedback is heard and acted upon
Manage client relationships, serving as the main point of contact for technical questions, concerns, and escalations
Understand business needs by working closely with clients to assess their technical requirements and goals
Provide technical guidance as a subject matter expert on our platform, offering troubleshooting support when needed
Lead integrations and onboarding by helping customers customize and connect our solution with their existing systems and processes
Quickly address problems by collaborating across teams to resolve technical issues effectively
Stay proactive by identifying potential risks, recommending best practices, and conducting regular check-ins to keep customers on track
Educate and train clients through training sessions, documentation, and ensuring confidence in using our product
Identify opportunities for expansion by spotting where upselling or cross-selling makes sense
Monitor performance by tracking usage, analyzing trends, and helping achieve key outcomes for clients
Work collaboratively across teams to ensure customer feedback influences product, engineering, and support improvements

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

Top investors

-3% employee growth in 12 months

Glassdoor (3.9)

Trustpilot (3.8)

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 HQ

Town Center, Foster City, CA

Leadership

Chen Amit

(Founder & CEO)

General Manager of ECI Telecom from 1998 to 2000. Experience as CEO of Atrica.

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