Principal Customer Success Manager, Tipalti
Scaled
$130-159k
+ Stock options
More information about location
3 days a week in office (Foster City, CA)
AI-powered platform for finance automation
Job no longer available
AI-powered platform for finance automation
1001+ employees
Job no longer available
$130-159k
+ Stock options
More information about location
3 days a week in office (Foster City, CA)
1001+ employees
Company mission
To make it as easy as possible for employees and suppliers to collaborate with finance.
Role
Who you are
- 3+ years of customer success or account management experience, preferably in the Fintech space
- Experience working with a large portfolio of customers 500+, automating customer experiences, and driving adoption of our customer community
- Strong understanding of digital touch models in customer success
- ERP experience, accounts payable, ChurnZero, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience is a plus
- Strong understanding of the fin tech 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
- Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred
What the job involves
- As a Principal Customer Success Manager you will play a crucial role in ensuring our customers achieve their desired outcomes with our products/services
- You will work with customers either in 1:1 engagements for high-impact goals or by running scaled success programs to impact targeted customer segments
- Your focus will be leveraging tools and technology to deliver value to multiple accounts at once through scaled programs, such as creating outreach campaigns, custom training/webinars, hosting office hours, and establishing a customer community
- In this role, you will be proactive, 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
- Own a portfolio of 1,000+ 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
- Become an expert in our products/services and stay up-to-date with product enhancements, being a consultant and sharing best practices with customers
- Drive brand loyalty, customer satisfaction, and advocacy
- Uncover growth opportunities in your portfolio through upsells and cross sells
- Focus on net dollar retention and churn prevention
- 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 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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