Tipalti | Business Tools & Process Analyst
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Posted on:
8 hours ago
Vacancies:
1 Vacancy
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Job Summary
On behalf of Tipalti SD Solutions is looking for a talented Business Tools & Process Analyst to step onto a fintech unicorn rocketship!
We are becoming an AI-first organization and are focusing on a hands-on approach to drive operational excellence through data automation and AI-enabled workflows. You will partner across our Operations teams - including Customer Success Support Onboarding Payment Ops and Compliance - to identify opportunities for efficiency and translate them into working scalable solutions.
This role is ideal for someone who is both data-driven and eager to apply AI to real operational problems. You wont just analyze data; you will design build and maintain the AI-powered workflows that drive measurable impact across the business.
SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.
Responsibilities:
Data Strategy & Insights
- Analyze operational and customer data to identify trends risks and performance drivers.
- Strategize and build reporting frameworks and dashboards that surface insights to leadership and frontline teams.
- Develop predictive models and scoring logic (e.g. churn risk health scores) to inform strategic planning.
- Maintain core data hygiene governance and quality practices to ensure reliability.
AI & Automation
- Collaborate with leaders to identify automation opportunities and bring user stories to life through working solutions.
- Design configure and maintain AI workflows using tools such as Gemini Glean Workato UIPath and other automation platforms.
- Build and iterate on automations (e.g. ticket summarization forecasting models) ensuring they are effective and user-friendly.
- Monitor and troubleshoot live workflows to ensure they adhere to standards for security compliance and reliability.
- Track and ensure adoption of AI and Workflows.
Process Optimization & Infrastructure
- Map and optimize customer-facing and internal processes for scalability.
- Improve onboarding milestone tracking and adoption workflows to enhance customer outcomes.
- Standardize playbooks scorecards and journey frameworks across the customer lifecycle.
- Document automations and develop playbooks to support scale and adoption across teams.
Cross-Functional Partnership
- Partner with Product teams to relay customer signals trial new AI capabilities and influence roadmap prioritization.
- Collaborate with CS and Support leaders to design feedback loops and escalation paths.
- Lead enablement and training for internal teams on new processes systems and AI tools.
Requirements:
- Experience: 3-5 years in operations business intelligence or automation engineering.
- Technical Proficiency: Strong expertise in SQL BI tools (Power BI) and Excel/Sheets.
- AI/Automation Expertise: Hands-on experience implementing AI or workflow automation platforms (e.g. Workato UIPath Gainsight automation).
- Systems Knowledge: Familiarity with CRM and CX systems like Salesforce Zendesk or Gainsight.
- Problem Solver: You have the ability to turn raw data into insights and clear recommendations.
- Builder Mindset: You are AI-curious and persistent; you are comfortable failing fast and iterating until a solution works.
- Communicator: Clear communicator who can make complex workflows easy for non-technical teams to understand.
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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Required Experience:
IC
Key Skills
- Six Sigma
- Continuous Improvement
- Lean
- Lean Six Sigma
- Process Improvement
- Business Analysis
- Visio
- Business Process Modeling
- Process Mapping
- Business requirements
- Process Management
- Sharepoint
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