Data Analyst, Tipalti
CA$87-107k
+ Equity
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$87-107k
+ Equity
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
- This role requires a strategic thinker who is fluent in data and can track the entire financial journey, from prospect identification and supplier enrollment to payment execution and revenue realization, providing a full-funnel view of our performance
- The ideal candidate excels at synthesizing information across sales activity, operational throughput, and financial outcomes, crafting the cohesive narrative essential for strategic business growth
- Experience: 5+ years in Business Operations, Sales Operations, or Revenue Ops, specifically supporting a business unit with a complex sales-to-delivery lifecycle or related experience
- Technical Tools: Advanced Excel/Google Sheets (forecasting models, macros, complex formulas) and Salesforce (reporting, funnel tracking, and dashboarding)
- Visualization: Experience partnering with data teams to deliver dashboards in Power BI, Tableau, or Sigma
- Education: Bachelor’s degree in Business, Finance, Economics, or a related field
What the job involves
- We are seeking a Data Analyst to be the central data-driven operator for our analytics team
- End-to-End Performance Tracking & Reporting: Deliver monthly reporting that bridges the gap between teams
- Forecasting & Revenue Analysis: Manage monthly revenue reporting and provide data-driven forecasting. Identify bottlenecks ("stuck" revenue) and predict future performance based on current pipeline velocity
- Strategic Dashboards & Data Storytelling: Maintain high-visibility dashboards (Excel, Salesforce) and collaborate with the central Data Team to provide real-time snapshots of funnel health and financial KPIs. Go beyond reporting complex funnel data; analyze the numbers to explain the meaning and implications, synthesizing insights into polished, executive-level PowerPoint presentations
- Workflow Management & Optimization: Support critical processes including supplier onboarding workflows, pipeline management, and non-standard client reward calculations. Evaluate existing workflows to identify manual bottlenecks (from opportunity identification through to final delivery); recommend and implement automations to streamline operational efficiencies and revenue throughput
- Proactive Gap & Bottleneck Analysis: Identify operational lags—such as a lag in sales-to-enrollment handoffs—that are impacting revenue execution, and work with the relevant teams to design and implement solutions
- AI/Automation Integration: Leverage AI tools (ChatGPT, Copilot, etc.) to expedite data preparation, automate routine reporting cycles, and enhance the speed of insight generation
- Data Governance & Hygiene: Act as the "gatekeeper" for data hygiene, managing deduplication and routine audits to ensure high integrity of the external supplier and card client data sourced by the Card team so it remains the definitive source of truth
- System Administration: Partner with platform owners to ensure Salesforce and project management tool configurations capture the data points necessary to track the full lifecycle of a Card client
- Pre-Sale Analysis Support: Oversee the QA and delivery of custom opportunity analysis used during pre-sale discovery, ensuring the sales team has accurate, data-backed insights to win deals
- Opportunity Identification: Leverage internal and external datasets to identify and surface new prospective opportunities, providing the customer-facing teams with high-potential leads
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.
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