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Salary: CAD 77,600 - 97,000 / annual
Tipalti is a fast-growing fintech company modernizing payables operations for finance professionals. As a Customer Success Manager for Scaled Accounts, you will manage a portfolio of over 1,000 customers, driving growth and expansion through strategic account management and AI-powered tools.
You will work within a specialized pooled team focused on scaling high-growth accounts and identifying expansion opportunities. Your responsibilities include leveraging data and technology to surface cross-sell and upsell opportunities, monitoring customer usage trends, and identifying business changes (acquisitions, funding, mergers) that signal growth potential. You will become a product expert, staying current with enhancements and sharing best practices with customers to drive adoption and satisfaction.
Key responsibilities:
- Drive growth and expansion within your scaled book of business through cross-sells and upsells
- Adopt and model AI-powered tools to scale account coverage, surface insights, and streamline workflows
- Scale high-growth accounts to higher-touch engagement models
- Use data analytics to identify customer usage trends and business changes
- Develop customer advocates and drive brand loyalty through business reviews and consultative engagement
- Collaborate cross-functionally with Sales, Solutions Consultants, Implementation, Support, Product, and Marketing to collect and act on customer feedback
- Build compelling, value-driven client-facing presentations
- Engage effectively with all organizational levels from CEO to individual contributors
The role operates on a one-to-many model with high-volume ticketing, requiring strong organizational skills and the ability to prioritize effectively. You will be expected to bring an AI-forward mindset and demonstrate hands-on use of AI tools in daily workflows.
Tipalti is a well-funded, late-stage fintech company backed by high-profile investors. Series F funding of $270 million valued the company at over $8.3 billion. With total funding exceeding $550 million and 4,000+ global customers, Tipalti is one of the most valuable private fintech companies globally. Notable customers include Amazon, Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter, with a 99% customer retention rate.
The hybrid working model requires in-office presence Monday, Tuesday, and Thursday.
REQUIREMENTS:
- 2+ years of customer success or account management experience, preferably in fintech
- Demonstrated, hands-on use of AI tools in day-to-day work to streamline workflows
- Experience with one-to-many models and high-volume ticketing queues
- Strong understanding of the fintech industry and payables/accounts payable operations
- Exceptional communication and interpersonal skills; ability to engage with C-suite and operational staff
- Ability to build compelling, value-driven client presentations
- Ability to gather complex requirements and collaborate on solution design
- Thorough knowledge of basic accounting procedures and principles
PLUS (preferred):
- Previous sales role or quota-carrying sales-adjacent experience
- ERP experience, accounts payable domain knowledge
- Familiarity with Gainsight, Zendesk, Salesforce, Jira, or similar CSM/analytics tools
- Relevant accounting certification (CPA, ACA, ACCA, CIMA) or CPA/accounting background
