Tipalti | Operations Analyst

On behalf of Tipalti SD Solutions is looking for a talented Operations Analyst to step onto a fintech unicorn rocketship!

As an Operations Analyst you will partner across our Operations teams (Customer Success Support Onboarding Engineering Support Payment Ops Compliance) to drive operational excellence through data automation and AI-enabled workflows. You will analyze customer and operational data build reporting frameworks and implement scalable processes that improve efficiency customer outcomes and business performance. This role is ideal for someone who is both data-driven and eager to apply AI to real operational problems.

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

Responsibilities:

Data & Insights

• Analyze operational and customer data to identify trends risks opportunities and performance drivers.
  
• Strategize on dashboard and reporting frameworks that surface insights to leadership and frontline teams.
  
• Define and maintain core data hygiene governance and quality practices.
  
• Develop predictive models or scoring logic (e.g. churn risk health scores NPS segmentation) with support from data partners.

Performance & Reporting

• Own KPI development and performance tracking for operational and customer outcomes.
  
• Lead forecasting capacity planning and trend reporting for renewals support volume and product usage.
• Produce insights and recommendations that inform prioritization strategic planning and quarterly business reviews.
  

AI & Automation

• Design and implement automation and AI workflows to streamline repetitive processes and improve efficiency across Ops.
  
• Evaluate deploy and maintain AI tools (e.g. workflow automation ticket summarization forecasting models).
  
• Partner with teams to improve data accessibility and expand automation opportunities.
  

Process Improvement & Operational Infrastructure

• Map optimize and document customer-facing and internal processes for scalability and clarity.
  
• Improve customer onboarding milestone tracking and adoption workflows.
  
• Standardize playbooks scorecards and journey frameworks across customer lifecycle stages.
  

Cross-Functional Partnership

• Work closely with Product to relay customer signals and influence roadmap prioritization.
  
• Collaborate with Customer Success and Support leaders to design feedback loops and escalation paths.
• Support enablement and training for internal teams on new processes systems dashboards and AI tools.

Requirements:

• Bachelors degree in Business Analytics Operations Finance or related field; or equivalent experience.
  
• 3 years experience in operations business intelligence data analytics or similar scaled operational function.
  
• Strong proficiency in Excel/Sheets SQL and BI tools (e.g. Power BI Looker or similar).
  
• Experience leveraging or implementing AI or automation tools (e.g. Gemini Glean GPT-based workflows Zapier Gainsight automation etc.).
  
• Ability to turn raw data into insights and clear recommendations.
  
• Strong communication and cross-functional collaboration skills.
  
• Comfortable operating in a fast-paced and evolving environment.
  

Advantages:

• Experience in Customer Success Operations Support Operations or Revenue Operations.
  
• Familiarity with CRM and CX systems (e.g. Salesforce Zendesk Gainsight).
  
• Experience in FinTech SaaS or Payments.
  
• Exposure to scripting languages (Python or similar) is a plus.

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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