Tipalti | Customer Success Manager (low-touch)

On behalf of Tipalti SD Solutions is looking for a talented Customer Success Manager to step onto a fintech unicorn rocketship!

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 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.

SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.

Responsibilities:

• Develop and maintain strong relationships with a portfolio of 150 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 customers 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 act 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.

Requirements:

• 2 years of customer success or account management experience preferably in the Fintech space.
• ERP experience accounts payable ChurnZero Zendesk Salesforce Jira analytic reporting and CSM tool experience are 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
• Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred.
• 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 CIMAThorough knowledge of basic accounting procedures and principles

About the company:

Tipalti is transforming finance and helping the hottest companies grow and scale their global finance operations. Were also growing through a sustainable business model and looking to remove days of finance work every week so business leaders can focus on building a future-proofed best-in-class finance operation. World-changing businesses like Amazon Twitch Twitter and Roblox use Tipalti to automate and scale their finance operations. The only way we can continue to support companies looking to transform their FinOps functions through our platform is with great people. It is a global payables automation platform that provides a cloud solution to scale and automate global payables operations. The startup has already raised $565M funding.

Tipalti: Shaping Global Finance Since 2010.

Silicon Valley Fintech Company.

1000 Employees Worldwide.

Global Offices in CA London Tel Aviv Tbilisi Medellin Toronto Vancouver and more.

2500 Trusted Clients including Amazon GoDaddy Roblox Twitch.

$550M Total Funding

Driving Financial Evolution.

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