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

AI-powered platform for finance automation

Job no longer available

AI-powered platform for finance automation

1001+ employees

B2BArtificial IntelligencePaymentsSaaSAccountingAutomationProcurement

Job no longer available

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

B2BArtificial IntelligencePaymentsSaaSAccountingAutomationProcurement

Company mission

To make it as easy as possible for employees and suppliers to collaborate with finance.

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, many 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, with 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 these functions, Tipalti has recognized that businesses do not want to juggle fragmented software solutions inefficiently, and delivers everything in one place. It continues to develop its offering, with a recent influx of funding supporting the incorporation of agentic artificial intelligence capabilities.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Top investors

-3% employee growth in 12 months

Glassdoor (3.9)

Trustpilot (3.5)

Company

Funding (last 2 of 8 rounds)

May 2023

$150m

GROWTH EQUITY VC

Dec 2021

$270m

SERIES F

Total funding: $766m

Company benefits

Hybrid work model
Equity packages
Company events
Collaborative work spaces
Opportunities for professional growth
Inclusive community
Global opportunities and exposure
Authentic colleagues
Autonomy

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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