As a Customer Success Manager you will play a crucial role in ensuring our customers achieve their desired outcomes with our products/services. You will be the primary point of contact for our customers, 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 expansion of our product with some of our highest profile, top tier customers. In 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. Why join Tipalti?Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies.At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching,



and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together. Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam, Tbilisi and Medellin.In this role, you will be responsible for:Developing and maintaining robust relationships with a portfolio of 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 experienceBecoming an expert in our products/services and stay up-to-date with product enhancements, being a consultant and sharing best practices with customersDriving brand loyalty, customer satisfaction, and advocacyOwning and being the main point of contact for our customers, monitoring customer accounts to identify areas of improvements and proactively address any issues or concerns, and act as a point of escalation for customer issues and ensure a timely resolutionUncovering growth opportunities in your portfolio through upsells and cross sellsFocusing on net dollar retention and churn preventionWorking 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.Using data to prioritize and change prioritizations internally across the organization to help drive exceptional customer experience.Providing mentorship, coaching and help with onboarding new and existing team members.About you 3+ years of customer success experience, preferably in the SaaS or FinTech/payments spaceExperience with working within a per usage/ per consumption based pricing model ERP experience, accounts payable, ChurnZero, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience is a plusStrong understanding of the FinTech industry and our products/servicesExceptional communication and interpersonal skillsHighly organized with excellent oral and written communication skillsHigh level of enthusiasm, initiative, commitment, and professionalismAbility to build compelling value-driven client facing presentationsAbility to gather complex requirements and work with a team to design a solutionAbility to engage with all levels in an organization from the CEO, CFO, Accountant, etc.Previous Project Management role or skills are a plusCPA/Accounting experience preferred Our benefits package includes:Hybrid working model that requires you to be in office Monday, Tuesday, and ThursdayCompetitive salary and stock optionsMatching RRSPExtended advantages, Employee Assistance Program, life insurance, AD&D, LTDMaternity, Paternity and Fertility Treatment benefits15 days of PTOSubsidized lunch on office daysFresh fruit, snacks & drinks in officeConveniently located close to transitPhone/internet allowance Regular company-wide social eventsMultiple ERG groups celebrating our diversity and creating an inclusive cultureAnticipated base pay rate for this position: $82,000-95,000K. Variable (commission or bonus) pay rate will be paid in addition to base salary noted above.Tipalti's sales teams drive global growth for our best-in-class product. Whether you are an

📌 Customer Success Manager - $82,000 - $95,000 A Year (Toronto)
🏢 Tipalti
📍 Toronto