AI Automation Manager

Reposted Yesterday
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Plano, TX, USA
In-Office
Mid level
Payments
The Role
Design, build, and deploy AI-powered automations, agent configurations, and workflows to streamline ops. Scope priorities with ops leaders, measure impact via dashboards, iterate on production systems, evaluate agent outputs, and define best practices for AI tooling across the ops division.
Summary Generated by Built In

Position Summary

We're building an AI-native ops division for our Customer Onboarding department, and this role sits at the center of that work. You design and ship the automations, agent configurations, and AI-powered workflows that make our Customer Onboarding teams faster, more consistent, and less dependent on manual effort. You own the build, from scoping and prioritizing the right solution to deploying something that actually works in production.

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:

  • Partner with Customer Onboarding, ops leaders and change partners to scope and prioritize automation opportunities. You'll be brought problems to solve, and your job is to ask the right questions, define the right solution, and build it.
  • Design and build AI-powered workflows and agent configurations that reduce manual effort and improve consistency at scale.
  • Think across functions and break down silos. The best solutions often live at the intersection of teams, and you're comfortable going wherever the problem leads.
  • Deploy, test, and iterate on what you build, defining success metrics, measuring impact, and maintaining visibility into what's working through dashboards and reporting.
  • Evaluate agent output quality in production, identify failure modes, and drive improvement cycles based on what you find.
  • Define and continuously refine best practices for how AI tooling is built and deployed within the ops division, setting the standard, not following it.
  • Stay ahead of the tooling landscape and bring new approaches, frameworks, and capabilities to the team before we're behind.

About you 

  • 3–5 years in a technical, customer onboarding/implementation, operations role with hands-on experience building workflow automations and process improvements. Direct experience with AI tools, prompt engineering, or agent configuration is a strong plus. 
  • Demonstrated ability to ship production-grade automations, not just prototypes. You should be able to show us something you built and walk us through what you'd do differently now.
  • Strong understanding of business operations and processes, with the ability to build for how people actually work, not how a spec says they work.
  • Comfortable working with data. You can define what to measure, build the visibility to track it, and use what you find to drive decisions.
  • (Preferred) Fintech or SaaS implementation/operations experience; hands-on familiarity with agent frameworks and workflow automation tooling.

Our benefits package includes:

  • Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
  • Competitive salary and equity  
  • Matching 401K
  • Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
  • Maternity, Paternity and Fertility Treatment benefits
  • 15 days of PTO
  • Subsidized lunch on office days
  • Fresh fruit, snacks & drinks in office
  • Phone/internet allowance 
  • Regular company-wide social events
  • Multiple ERG groups celebrating our diversity and creating an inclusive culture

#LI-Hybrid 

Our Mission

Our mission is to elevate 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. We are the AI-powered platform that automates finance.

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.

Accommodations
Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to [email protected] for assistance.

AI Use 
We may use artificial intelligence and automated systems (collectively "AI") to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact [email protected].

Privacy
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti

www.tipalti.com/privacy/job-candidate-privacy-notice/



Skills Required

  • 3-5 years in a technical or operations role with hands-on experience building workflow automations and process improvements.
  • Direct experience with AI tools, prompt engineering, or agent configuration.
  • Demonstrated ability to ship production-grade automations, not just prototypes.
  • Strong understanding of business operations and processes and ability to build practical solutions.
  • Comfortable working with data: define metrics, build visibility, and use findings to drive decisions.
  • Fintech or SaaS operations experience and hands-on familiarity with agent frameworks and workflow automation tooling.

Tipalti Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Tipalti and has not been reviewed or approved by Tipalti.

  • Equity Value & Accessibility Pre‑IPO equity and an employee stock purchase plan are included, providing ownership potential alongside cash pay. Equity is positioned as a core element of total rewards.
  • Healthcare Strength Medical, dental, and vision coverage with HSA/FSA and mental‑health support form a comprehensive core. Some descriptions cite strong plan value in certain locations, indicating healthcare is a relative strength.
  • Flexible Benefits A structured hybrid work model with office amenities and ERGs complements core benefits. Everyday perks such as free lunches, snacks, and events enhance the day‑to‑day experience.

Tipalti Insights

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The Company
HQ: Foster City, CA
635 Employees
Year Founded: 2010

What We Do

Tipalti is the only global payables automation solution to streamline all phases of the AP and payment management workflow in one holistic cloud platform. Tipalti makes it painless for accounts payable departments to manage their entire supplier payments operation. The solution addresses everything from supplier onboarding and vetting, to tax and regulatory compliance, invoice processing, payments to suppliers anywhere in the world in a wide range of payment methods and currencies, supplier payment status communications, to closing the loop with payment reconciliation and reporting. Innovative companies use Tipalti to eliminate up to 80% of their supplier payment workload, helping them scale their business efficiently with global growth, while strengthening financial and compliance controls and while enhancing the partner payment experience. Companies like GoDaddy, Houzz, Amazon Twitch, and Vimeo and hundreds of others trust Tipalti to elevate their global supplier payments operation.

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