Customer Success Manager, Tipalti

$82-95k

+ Stock options & Variable (commission or bonus) pay rate will be paid in addition to base salary noted above

Salesforce

Zendesk

JIRA

Mid and Senior level

Toronto

More information about location

3 days a week in office

AI-powered platform for finance automation

Be an early applicant

AI-powered platform for finance automation

1001+ employees

B2BArtificial IntelligencePaymentsSaaSAccountingAutomationProcurement

Be an early applicant

$82-95k

+ Stock options & Variable (commission or bonus) pay rate will be paid in addition to base salary noted above

Salesforce

Zendesk

JIRA

Mid and Senior level

Toronto

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

3+ years of customer success experience, preferably in the SaaS or FinTech/payments space
Experience with working within a per usage/ per consumption based pricing model
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
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
CPA/Accounting experience preferred

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
Developing and maintaining 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 experience
Becoming an expert in our products/services and stay up-to-date with product enhancements, being a consultant and sharing best practices with customers
Driving brand loyalty, customer satisfaction, and advocacy
Owning and being the 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
Uncovering growth opportunities in your portfolio through upsells and cross sells
Focusing on net dollar retention and churn prevention
Working 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
Using data to prioritize and change prioritizations internally across the organization to help drive exceptional customer experience
Providing 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

Top investors

-3% employee growth in 12 months

Glassdoor (3.9)

Trustpilot (3.7)

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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