Position Summary
We are seeking a Business Operations Specialist to be the central data-driven operator for our Card Line of Business (LOB). This role requires a strategic thinker who is fluent in data and can track the entire financial journey, from prospect identification and supplier enrollment to payment execution and revenue realization, providing a full-funnel view of our performance. The ideal candidate excels at synthesizing information across sales activity, operational throughput, and financial outcomes, crafting the cohesive narrative essential for strategic business growth.
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:
Full-Funnel Visibility & Revenue Reporting
- End-to-End Performance Tracking & Reporting: Build and own the "Card LOB Master View," tracking metrics across the entire customer lifecycle. Deliver monthly reporting that bridges the gap between teams, analyzing client acquisition, Supplier Enrollment, and Payment Delivery throughput, and ensuring leadership understands operational capacity, efficiency, and conversion rates at every stage.
- Forecasting & Revenue Analysis: Manage monthly revenue reporting and provide data-driven forecasting. Identify bottlenecks ("stuck" revenue) and predict future performance based on current pipeline velocity.
- Strategic Dashboards & Data Storytelling: Maintain high-visibility dashboards (Excel, Salesforce) and collaborate with the central Data Team to provide real-time snapshots of funnel health and financial KPIs. Go beyond reporting complex funnel data; analyze the numbers to explain the meaning and implications, synthesizing insights into polished, executive-level PowerPoint presentations.
Operational Execution & Process Optimization
- Workflow Management & Optimization: Support critical processes including supplier onboarding workflows, pipeline management, and non-standard client reward calculations. Evaluate existing workflows to identify manual bottlenecks (from opportunity identification through to final delivery); recommend and implement automations to streamline operational efficiencies and revenue throughput.
- Proactive Gap & Bottleneck Analysis: Identify operational lags—such as a lag in sales-to-enrollment handoffs—that are impacting revenue execution, and work with the relevant teams to design and implement solutions.
- AI/Automation Integration: Leverage AI tools (ChatGPT, Copilot, etc.) to expedite data preparation, automate routine reporting cycles, and enhance the speed of insight generation.
Data Integrity & System Administration
- Data Governance & Hygiene: Act as the "gatekeeper" for data hygiene, managing deduplication and routine audits to ensure high integrity of the external supplier and card client data sourced by the Card team so it remains the definitive source of truth.
- System Administration: Partner with platform owners to ensure Salesforce and project management tool configurations capture the data points necessary to track the full lifecycle of a Card client.
- Pre-Sale Analysis Support: Oversee the QA and delivery of custom opportunity analysis used during pre-sale discovery, ensuring the sales team has accurate, data-backed insights to win deals.
Prospect Surfacing & Opportunity Identification
Opportunity Identification: Leverage internal and external datasets to identify and surface new prospective opportunities, providing the customer-facing teams with high-potential leads.
About you
- Experience: 5+ years in Business Operations, Sales Operations, or Revenue Ops, specifically supporting a business unit with a complex sales-to-delivery lifecycle.
- Technical Tools: Advanced Excel/Google Sheets (forecasting models, macros, complex formulas) and Salesforce (reporting, funnel tracking, and dashboarding).
- Visualization: Experience partnering with data teams to deliver dashboards in Power BI, Tableau, or Sigma.
- Education: Bachelor’s degree in Business, Finance, Economics, or a related field.
Our benefits package includes:
- Hybrid working model that requires you to be in the Plano office on Monday, Tuesday, and Thursday
- Competitive salary and stock options
- 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/
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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.
