Customer Success Manager, Tipalti
CA$84-105k
Plus stock options & Bonus: Target bonus is 10% of base salary.
More information about location
3 days a week in office
AI-powered platform for finance automation
Open for applications
AI-powered platform for finance automation
1001+ employees
Open for applications
CA$84-105k
Plus stock options & Bonus: Target bonus is 10% of base salary.
More information about location
3 days a week in office
1001+ employees
Company mission
To make it as easy as possible for employees and suppliers to collaborate with finance.
Role
Who you are
- 2+ years of customer success or account management experience, preferably in the Fintech space
- ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience are a plus
- Strong understanding of the SaaS business model and knowledge of the fintech industry is a plus
- Exceptional communication and interpersonal skills
- 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
- Part-qualified or qualified experience within an accounting practice or commercial accounting department
- Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA
- Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred
What the job involves
- As a Customer Success Manager, you will be crucial in ensuring our customers achieve their desired outcomes with our products/services
- You will be our customers' primary point of contact, 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 product expansion with our 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 45+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. This includes rolling out new features and enhancements, integrations, growing and expanding, and focusing on the customer’s experience
- Become an expert in our products/services, stay up-to-date with product enhancements, and be a consultant and share best practices with customers
- Drive brand loyalty, customer satisfaction, and advocacy
- Owner and primary point of contact for our customers, monitoring customer accounts to identify areas of improvement 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 with a north star of Customer experience, advocacy, and loyalty
- 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 an exceptional customer experience
- Provide mentorship, coaching, and help with onboarding new and existing team members
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
-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
- 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.
Salary benchmarks
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