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 one of the world’s fastest-growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 3000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

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.

Please note this is a hybrid work environment and you will be required to be in the office Monday, Tuesday & Thursdays.

In this role, you will be responsible for:

• Developing and maintaining strong 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 experience
• Becoming an expert in our products/services and stay up-to-date with product enhancements, being a consultant and sharing best practices with customers
• Driving brand loyalty, customer satisfaction, and advocacy
• Owning 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 resolution
• Uncovering growth opportunities in your portfolio through upsells and cross sells
• Focusing on net dollar retention and churn prevention
• Working 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 space
• Experience with working within a per usage/ per consumption based pricing model 
• ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience is a plus
• Strong understanding of the FinTech industry and our products/services
• Exceptional communication and interpersonal skills
• Highly organized with excellent oral and written communication skills
• High level of enthusiasm, initiative, commitment, and professionalism
• Ability to build compelling value-driven client facing presentations
• Ability to gather complex requirements and work with a team to design a solution
• Ability to engage with all levels in an organization from the CEO, CFO, Accountant, etc.
• Previous Project Management role or skills are a plus
• CPA/Accounting experience preferred 

Our benefits package includes:

• Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
• Competitive salary and equity
• Matching RRSP
• 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
• Dog-friendly office
• Conveniently located close to transit
• Phone/internet allowance 
• Regular company-wide social events
• Multiple ERG groups celebrating our diversity and creating an inclusive culture 

Tipalti’s sales teams drive global growth for our best-in-class product. Whether you are an account executive, sales development representative, or solutions consultant, you’ll be joining a team of individuals who thrive within a fast-paced, metrics- and performance-driven sales organization. Our collaborative culture ensures that our sales teams work as one to deliver on common goals, whilst being provided with the resources to learn and grow via the Tipalti Academy.

Base Salary Range: $87,000 - $97,000 CAD annually.

Bonus: Target bonus is 10% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $95,700 - $106,700 CAD annually (includes base salary plus target bonus/commission).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate's unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.

As a Customer Onboarding Manager, you will be leading implementation projects with customers of Tipalti’s rapidly growing SaaS based Accounts Payable automation solution and global payments solution. The ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation of Tipalti’s SaaS products.

Why join Tipalti?

Tipalti is one of the world’s fastest growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 3000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

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.

In this role, you will be responsible for:

• Lead the implementation of Tipalti's rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our customers
• Deliver exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
• Guide customers through the technical integration process, providing expert problem-solving assistance
• Oversee project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations
• Contribute to the internal knowledge base, capturing lessons learned and empowering colleagues

About you

• Bachelor's degree in a relevant field or equivalent practical experience
• 4+ years of implementation, project management, consulting, or customer success experience with SaaS applications.
• Excellent project management, communication, and problem-solving skills
• Ability to work in a fast-paced, deadline-driven start-up environment.
• Passionate about customer service and proactively identifying solutions

Bonus points if you have:

• Hands-on experience implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc.
• Accounts Payable and Procurement knowledge
• Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)

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

The Senior Solution Architect within Tipalti’s Professional Services organization is responsible for driving solution excellence, establishing integration architecture standards, and ensuring successful delivery outcomes for complex ERP integrations. This role owns the end-to-end solution design for non-prebuilt ERP use cases — defining integration patterns, ensuring technical scalability, and guiding PS delivery teams through implementation. You will work directly with customers, partners, Sales, Product, and Engineering to translate business requirements into robust, scalable architectures and serve as the technical authority and escalation point for complex solution scenarios.

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:

• Own integration architecture for all non-prebuilt ERP use cases, defining patterns, standards, and approaches that scale across customer implementations.
• Analyze client requirements and solution constraints and convert them into solution blueprints, integration designs, data mapping models, and workflow patterns.
• Author and own technical SOW creation, including scope, solution boundaries, integration assumptions, and architectural guardrails for delivery teams.
• Develop solution documentation and reference architecture assets to ensure repeatability, consistency, and predictable delivery outcomes.
• Serve as a technical escalation point during delivery to unblock complex ERP integration challenges and support cross-functional resolution.
• Partner with Sales on high-impact solution reviews and late-stage escalations to remove blockers, de-risk delivery, and accelerate revenue realization.
• Conduct API payload validation and integration pattern testing to ensure technical feasibility and alignment before build.
• Collaborate with Product and Engineering to feed field learnings into integration strategy and prioritization (moderate emphasis).
• Mentor and guide Implementation Consultants and Integration Specialists, providing technical coaching, enablement sessions, and delivery pattern reinforcement.
• Represent ERP domain depth within PS, bringing thought leadership in integration architecture, security considerations, and AP automation patterns.

About you 

Bachelor’s degree in Information Systems, Computer Science, Business, or related field.

• 8+ years of experience designing and delivering ERP or financial system integrations within SaaS environments.
• Strong understanding of AP automation workflows, ERP data structures, integration design patterns, APIs, and middleware approaches.
• Proven experience writing SOWs, solution specifications, data mapping models, and technical architecture documentation.
• Ability to communicate complex technical solutions to both executive and technical audiences.
• Demonstrated track record driving delivery success and enabling scalable repeatable solutions across customer portfolios.

Our benefits package includes: 

• • Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
  • Competitive salary and stock options
  • Matching RRSP
  • 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
  • Conveniently located close to transit
  • Phone/internet allowance 
  • Regular company-wide social events
  • Multiple ERG groups celebrating our diversity and creating an inclusive culture

Anticipated base pay rate for this position: $112,000-137,000. Variable (commission or bonus) pay rate will be paid in addition to base salary noted above.

Tech at Tipalti

Our tech teams are the engine behind our business. Tipalti’s tech ecosystem is extremely rich and we continually add new features to our products, ensuring that we respond to our clients’ needs at scale. Our tech teams retain a fast-paced, start-up vibe that encourages innovation and critical thinking. At Tipalti, you’ll have the opportunity to work with a diverse, global team of engineers, developers and product leaders who are collectively building the future of our best-in-class product suite as we transform financial operations for the future.

#LI-Hybrid

The Senior Solution Architect within Tipalti’s Professional Services organization is responsible for driving solution excellence, establishing integration architecture standards, and ensuring successful delivery outcomes for complex ERP integrations. This role owns the end-to-end solution design for non-prebuilt ERP use cases — defining integration patterns, ensuring technical scalability, and guiding PS delivery teams through implementation. You will work directly with customers, partners, Sales, Product, and Engineering to translate business requirements into robust, scalable architectures and serve as the technical authority and escalation point for complex solution scenarios.

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:

• Own integration architecture for all non-prebuilt ERP use cases, defining patterns, standards, and approaches that scale across customer implementations.
• Analyze client requirements and solution constraints and convert them into solution blueprints, integration designs, data mapping models, and workflow patterns.
• Author and own technical SOW creation, including scope, solution boundaries, integration assumptions, and architectural guardrails for delivery teams.
• Develop solution documentation and reference architecture assets to ensure repeatability, consistency, and predictable delivery outcomes.
• Serve as a technical escalation point during delivery to unblock complex ERP integration challenges and support cross-functional resolution.
• Partner with Sales on high-impact solution reviews and late-stage escalations to remove blockers, de-risk delivery, and accelerate revenue realization.
• Conduct API payload validation and integration pattern testing to ensure technical feasibility and alignment before build.
• Collaborate with Product and Engineering to feed field learnings into integration strategy and prioritization (moderate emphasis).
• Mentor and guide Implementation Consultants and Integration Specialists, providing technical coaching, enablement sessions, and delivery pattern reinforcement.
• Represent ERP domain depth within PS, bringing thought leadership in integration architecture, security considerations, and AP automation patterns.

About you 

Bachelor’s degree in Information Systems, Computer Science, Business, or related field.

• 8+ years of experience designing and delivering ERP or financial system integrations within SaaS environments.
• Strong understanding of AP automation workflows, ERP data structures, integration design patterns, APIs, and middleware approaches.
• Proven experience writing SOWs, solution specifications, data mapping models, and technical architecture documentation.
• Ability to communicate complex technical solutions to both executive and technical audiences.
• Demonstrated track record driving delivery success and enabling scalable repeatable solutions across customer portfolios.

Our benefits package includes: 

• • Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
  • Competitive salary and stock options
  • Matching RRSP
  • 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
  • Dog-friendly office
  • Conveniently located close to transit
  • Phone/internet allowance 
  • Regular company-wide social events
  • Multiple ERG groups celebrating our diversity and creating an inclusive culture 

Anticipated base pay rate for this position: $112,000-137,000. Variable (commission or bonus) pay rate will be paid in addition to base salary noted above.

Tech at Tipalti

Our tech teams are the engine behind our business. Tipalti’s tech ecosystem is extremely rich and we continually add new features to our products, ensuring that we respond to our clients’ needs at scale. Our tech teams retain a fast-paced, start-up vibe that encourages innovation and critical thinking. At Tipalti, you’ll have the opportunity to work with a diverse, global team of engineers, developers and product leaders who are collectively building the future of our best-in-class product suite as we transform financial operations for the future.

#LI-Hybrid

The Senior Solution Architect within Tipalti’s Professional Services organization is responsible for driving solution excellence, establishing integration architecture standards, and ensuring successful delivery outcomes for complex ERP integrations. This role owns the end-to-end solution design for non-prebuilt ERP use cases — defining integration patterns, ensuring technical scalability, and guiding PS delivery teams through implementation. You will work directly with customers, partners, Sales, Product, and Engineering to translate business requirements into robust, scalable architectures and serve as the technical authority and escalation point for complex solution scenarios.

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:

• Own integration architecture for all non-prebuilt ERP use cases, defining patterns, standards, and approaches that scale across customer implementations.
• Analyze client requirements and solution constraints and convert them into solution blueprints, integration designs, data mapping models, and workflow patterns.
• Author and own technical SOW creation, including scope, solution boundaries, integration assumptions, and architectural guardrails for delivery teams.
• Develop solution documentation and reference architecture assets to ensure repeatability, consistency, and predictable delivery outcomes.
• Serve as a technical escalation point during delivery to unblock complex ERP integration challenges and support cross-functional resolution.
• Partner with Sales on high-impact solution reviews and late-stage escalations to remove blockers, de-risk delivery, and accelerate revenue realization.
• Conduct API payload validation and integration pattern testing to ensure technical feasibility and alignment before build.
• Collaborate with Product and Engineering to feed field learnings into integration strategy and prioritization (moderate emphasis).
• Mentor and guide Implementation Consultants and Integration Specialists, providing technical coaching, enablement sessions, and delivery pattern reinforcement.
• Represent ERP domain depth within PS, bringing thought leadership in integration architecture, security considerations, and AP automation patterns.

About you 

Bachelor’s degree in Information Systems, Computer Science, Business, or related field.

• 8+ years of experience designing and delivering ERP or financial system integrations within SaaS environments.
• Strong understanding of AP automation workflows, ERP data structures, integration design patterns, APIs, and middleware approaches.
• Proven experience writing SOWs, solution specifications, data mapping models, and technical architecture documentation.
• Ability to communicate complex technical solutions to both executive and technical audiences.
• Demonstrated track record driving delivery success and enabling scalable repeatable solutions across customer portfolios.

Our benefits package includes: 

• Hybrid working model that requires you to be in the Plano office on  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 

Tech at Tipalti

Our tech teams are the engine behind our business. Tipalti’s tech ecosystem is extremely rich and we continually add new features to our products, ensuring that we respond to our clients’ needs at scale. Our tech teams retain a fast-paced, start-up vibe that encourages innovation and critical thinking. At Tipalti, you’ll have the opportunity to work with a diverse, global team of engineers, developers and product leaders who are collectively building the future of our best-in-class product suite as we transform financial operations for the future.

#LI-Hybrid

Customer Onboarding Manager

We are looking for a talented Customer Onboarding Manager to step onto a fintech unicorn rocketship!

As a Customer Onboarding Manager, you will be leading implementation projects with customers of Tipalti’s rapidly growing SaaS-based Accounts Payable automation solution and global payments solution. The ideal candidate is self-motivated, proactive in understanding customer needs, and experienced in moving customers through the implementation of Tipalti’s SaaS products.

Who are Tipalti:

Tipalti is one of the most exciting fintechs in the world, our Series F funding raised $270 million - valuing us at over $8.3 billion.  We are on a journey to transform financial operations for high-velocity organizations to rival those of the Fortune 5000.

You will be responsible:

• Lead the implementation of Tipalti's rapidly growing, cloud-based accounts payable automation solution, ensuring a seamless experience for our customers.
• Deliver exceptional service, becoming a trusted advisor and advocate for each customer throughout their journey with Tipalti.
• Guide customers through the technical integration process, providing expert problem-solving assistance.
• Oversee project timelines, tasks, and development efforts, keeping customers on track and exceeding expectations.
• Contribute to the internal knowledge base, capturing lessons learned and empowering colleagues.

About You

• Bachelor's degree in a relevant field or equivalent practical experience.
• Proven experience with implementation, project management, consulting, or customer success experience with SaaS applications.
• Excellent project management, communication, and problem-solving skills.
• Ability to work in a fast-paced, deadline-driven start-up environment.
• Passionate about customer service and proactively identifying solutions.

Preferred

• Hands-on experience implementing and/or integrating with ERP applications such as NetSuite, QuickBooks, Intacct, etc.
• Accounts Payable and Procurement knowledge.
• Ability to read, debug, and understand web applications (HTML, CSS, JavaScript, API calls, etc.)

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.

Customer Support Engineer

We are looking for a talented Customer Support Engineer to step onto a fintech unicorn rocketship.

Customer Support Engineer works directly with customers in identifying and resolving basic customer issues and needs.

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:

• Provide world-class service to our customers and ensure customer success post-sales.
• Provide specialized support on both technical and product issues, and also manage customer escalations.
• Lead/coordinate actions to resolve customer issues while collaborating with other teams including Customer Success, Product, and Engineering as required.
• Act as a customer advocate by sharing product feedback with engineering, product, and other internal stakeholder teams to drive the product roadmap.
• Create and contribute to the development of knowledge articles in Tipalti’s knowledge base.

About you 

• Proven experience of hands-on technical support experience at a SaaS company, with a focus on delivering support through live chat and email.
• Proven experience providing real-time support via live chat, including managing multiple conversations simultaneously while maintaining high service quality.
• Strong communication skills, including written, verbal, and listening.
• Detail-oriented and well-organized.
• Always learning, has a growth mindset.
• Strong creative thinking and problem-solving skills.
• Experience in working with ticketing systems such as Zendesk or any ticketing system. and Salesforce
• Experience with NetSuite / QuickBooks or other ERP systems, and knowledge of accounting is a big plus.
• Experience with payment systems and/or working at a Fintech company – an advantage.
• Proven ability to read, debug, and understand HTML code, API calls, etc. - an advantage.

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.

Team Lead, Payment Operations

We are searching for a talented Payment Operations Team Lead who brings strong ownership, clarity, and execution. This role is about leading a team that runs critical daily operations smoothly, consistently, and with high standards!

You will be responsible for keeping operations on track, supporting your team, and ensuring we deliver accurate and timely payments every day.

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:

Lead Daily Operations

• Own shift planning and ensure proper coverage across US business working hours
• Ensure tasks are completed on time and meet quality standards (SLAs)
• Monitor payments workflows and quickly address any delays or issues
• Ensure consistent delivery against quality and performance standards

Manage Communication & Escalations

• Act as the main point of contact for payment operation issues during US business working hours
• Own and drive resolution of high-priority escalations
• Communicate clearly with customers and internal stakeholders
• Provide timely updates to leadership on critical issues and progress
• Lead RCA preparation for major incidents
• Work in collaboration with Support, Customer Success, Risk, Product and Engineering teams

Drive Process Excellence

• Follow and reinforce standard operating procedures
• Identify recurring issues and drive improvements
• Maintain high standards of accuracy, compliance, and consistency

People Management

• Lead, mentor, and support team members, including onboarding and ongoing development
• Build a High-Performing Team Culture - Drive team engagement, motivation, and collaboration across shifts
• Develop Talent & Performance - Provide regular feedback, coaching, and performance evaluations. Identify skill gaps and create development plans for team members

About you 

• Proven experience leading a team (payment ops, operations, fintech, or similar)
• Experience managing SLAs, escalations, and daily operational workflows
• Experience working with CRM and ticketing systems (e.g., Zendesk, Salesforce, Jira)
• Ability to handle high-pressure situations and make decisions quickly
• Strong communication skills, including simplifying complex issues
• Availability to support critical incidents outside working hours when needed
• A strong sense of ownership and accountability, with the ability to work independently and thrive in a fast-paced environment
• Available to work from the Medellín office (hybrid)

Advantages:

• Experience or familiarity with payment operations or financial workflows (e.g., ACH, wires, reconciliation) is a strong advantage

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.

Senior Technical Support Engineer

We are looking for a talented Senior Technical Support Engineer to step onto a fintech unicorn rocketship!

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:

• Take full ownership of complex technical issues escalated by Onboarding, Customer Support, and Customer Success teams - covering root cause analysis, investigation, and clear resolution communication.
• Act as the voice of the customer internally, advocating for urgency and prioritization based on real business impact, and lead internal escalations with Engineering, Product, and Operations teams.
• Provide expert-level support on Accounts Payable, Procurement, and Expenses-related issues, working closely with internal operational teams to ensure seamless resolution.
• Diagnose and resolve ERP-related technical issues, (e.g., NetSuite, SAP, BC, Acumatica, QuickBooks), including data mapping, API failures, sync inconsistencies, and financial object discrepancies (vendors, invoices, payments), with a focus on durable, well-documented fixes.
• Identifying systemic gaps, improving data flows, and partnering with Engineering and Product to implement long-term fixes.
• Manage sensitive, high-touch customer escalations with professionalism and care, including dedicated Slack channels with multiple stakeholders.
• Lead incident response for critical production issues, including executive-level communication, timeline management, frequent crucial updates, and post-incident root cause analysis (RCA).
• Conduct business impact assessments to prioritize issues effectively and communicate risk to internal stakeholders and leadership.
• Proactively identify emerging issues and trends before they escalate, contributing to systemic improvements and long-term system reliability.
• Own and continuously improve the team’s Confluence knowledge base - writing, maintaining, and expanding internal documentation as a subject matter expert.
• Champion knowledge-sharing practices across the team to reduce ramp time and improve consistency.
• Mentor other engineers, providing guidance on troubleshooting methodologies, and customer communication best practices.
• Identify and implement improvements in support workflows, monitoring, and tooling to increase efficiency and reduce time-to-resolution.

About you 

• Exensive experience in Technical Support, Product Support, or customer-facing technical roles, ideally within FinTech, SaaS, Financial Management, or Accounts Payable sectors.
• Proven experience working in a global company environment, collaborating across Engineering, Product, and Operations teams.
• Strong executive and management communication skills - comfortable presenting and escalating to senior stakeholders with clarity and confidence.
• Demonstrated ability to assess and articulate business impact of technical issues.
• Solid experience with relational databases and SQL; hands-on troubleshooting with MongoDB is a plus.
• Experience troubleshooting API integrations; familiarity with Postman, REST, and SOAP is an advantage.
• Familiarity with reading XML and JSON files.
• Experience managing Confluence documentation and/or other internal knowledge bases.
• Proven ability to manage high-touch customer relationships, including executive-level communication and multi-stakeholder Slack channels.
• Comfortable working across time zones in a remote or hybrid global setup, including coordination with teams in the U.S. and Israel.
• Adaptable to non-standard schedules, including occasional late-hour shifts.
• Self-directed, highly accountable, and a strong team player who makes those around them better.

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.

As the Director of Customer Onboarding, you will ensure the best customer experience while collaborating with the leadership team to exceed department and company goals and defining the long-term strategic roadmap for customer onboarding excellence, leveraging emerging technologies to drive scale across the organization. Key responsibilities include driving customer adoption, minimizing time-to-live, and improving implementation quality, with a focus on leveraging AI to optimize and automate the onboarding journey. You will recruit and manage Onboarding Managers, oversee direct reports, conduct performance reviews, and track team objectives.

Key Responsibilities:

1. Leadership and Team Management:
• Lead, mentor, and develop a high-performing Customer Onboarding team.
• Foster a culture of excellence, collaboration, and continuous improvement.
• Set clear performance expectations and provide regular feedback and coaching to the team.
  
  
2. AI & Process Optimization:
• Identify, implement, and manage AI and automation technologies to accelerate time-to-go-live and increase onboarding efficiency.
• Utilize predictive modeling and AI-driven insights to proactively identify and resolve potential implementation risks and bottlenecks.
• Develop and implement best practices and methodologies, incorporating data from AI tools, to enhance project delivery and customer satisfaction.
• Establish and maintain governance frameworks for AI tool implementation, ensuring compliance, data integrity, and ethical use across all onboarding processes.
  
  
3. Capacity Planning and Data-Driven Resource Management:
• Develop and implement capacity planning processes to ensure the team can meet current and future demand.
• Leverage advanced analytics tools, including those driven by AI/ML, to monitor resource utilization, forecast project complexity, and adjust staffing levels for optimized efficiency and effectiveness.
• Collaborate with other departments to forecast and plan for upcoming projects and initiatives.
  
  
4. Customer Project Delivery & Engagement:
• Oversee the successful delivery of customer projects, ensuring they are completed successfully and efficiently.
• Serve as a trusted advisor to customers, understanding their needs and ensuring Tipalti’s solutions meet their business objectives.
• Act as an escalation point for project-related issues and work to resolve them promptly.
• Serve as a key executive partner to Product, Sales, and Engineering leadership to influence Tipalti's overall GTM strategy, product roadmap, and delivery scalability.

Qualifications:

• Bachelor’s degree in Business, Finance, Information Technology, or a related field; MBA or an advanced degree preferred.
• 10+ years of progressive senior leadership experience in implementation and/or Customer Success, with a strong background in delivering customer projects at scale.
• Proven experience in ERPs and/or Fintech space.
• Demonstrated success in managing diverse teams and driving high performance and customer satisfaction levels.
• Strong understanding of data analytics, process automation, and the practical application of AI in a Customer Success or Onboarding environment.
• Excellent capacity planning and resource management abilities.
• Exceptional communication, escalation handling, and interpersonal skills.
• Ability to travel as needed to support operations and customer engagements.

The anticipated base pay rate for this position is 133,000-190,000 CAD annually. 

Bonus: Target bonus is 20% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $159,600 - $228,700 CAD annually (includes base salary plus target bonus).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate's unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.

As Tipalti continues to dominate the global finance automation space, we are seeking a visionary Director of KYC and Compliance Onboarding. This is a pivotal leadership role designed to transform our compliance operations from a defensive function into a strategic engine for global growth.

Reporting to the VP of Customer Onboarding, you will lead the evolution of our onboarding architecture to support our next phase of hyper-growth. You are a customer-centric leader who believes that rigorous compliance and a frictionless user experience are not mutually exclusive. Your mission is to build a "best-in-class" KYC process that is recognized by our customers and partners as the most seamless in the fintech industry.

Responsibilities

• Strategic Vision & Roadmap: Own the vision for Tipalti’s KYC/KYB future. You will design a "painless" onboarding journey that eliminates traditional compliance bottlenecks while maintaining ironclad regulatory integrity.
• Operational Standardization: Drive absolute consistency across our global team of KYC analysts. You will design and enforce a Global Standard Operating Procedure (SOP) that ensures uniform decision-making, quality, and speed, regardless of the analyst’s location.
• Customer-Centric Compliance: Champion the customer at every stage of the compliance lifecycle. You will constantly iterate on the "Customer Journey" to reduce friction, simplify documentation requests, and improve transparency.
• Cross-Departmental Collaboration: Act as a high-impact partner to Sales, Onboarding Management, Product, and Legal. You will bridge the gap between commercial urgency and regulatory requirements, ensuring all teams are aligned on a unified "Go-Live" strategy.
• Tech Strategy & Execution: Lead the evaluation, selection, and high-velocity implementation of advanced RegTech tools (Id verification, Registries, Data sources, risk-scoring engine etc). You will move beyond "tools as a service" to "tools as a solution," ensuring deep integration into our existing ecosystems.
• AI & Automation Leadership: Spearhead the transition to an "Always-On" monitoring environment. Use AI to automate identity verification and business entity checks, significantly reducing "Time-to-Green" for our customers.
• Quality Assurance Framework: Implement a robust QA and feedback loop to identify variances in analyst performance and drive continuous improvement through training and process refinement.
• Performance Analytics: Establish executive-level KPIs focusing on onboarding velocity, customer satisfaction (CSAT) during compliance, and automated pass rates.

Requirements

• Customer-First Mindset: A proven track record of designing compliance processes with the end-user in mind. You don't just "enforce" policy; you solve for the customer experience.
• Process Engineering Mastery: Exceptional ability to take complex, fragmented workflows and turn them into scalable, standardized global processes.
• Visionary Leadership: The ability to articulate a clear "North Star" for what modern, automated KYC should look like in a multi-billion dollar fintech.
• Exceptional Execution: 12+ years in Compliance or FinCrime, with a demonstrable history of successfully deploying large-scale technical solutions and third-party integrations (like Trulioo, Alloy, etc.).
• Technology & Innovation: Demonstrated experience implementing automation tools to enhance and drive customer experience. Must possess a Technology-first/AI-first mindset when approaching compliance and KYC workflows.
• Cross-Functional Influence: The ability to navigate complex internal organizations, gaining buy-in from Sales and Operations to drive compliance initiatives forward.
• Global Regulatory Mastery: Deep knowledge of international AML/KYC standards (US, UK, EU, etc.).
• Certifications: CAMS or CFE certification is desired.

Why Join Us?

• Lead the Industry: You will be at the forefront of the "Resilience Era" of compliance, building systems that stop mistakes before they happen.
• Scale Fearlessly: We are a late-stage, well-funded powerhouse where your work directly impacts our ability to onboard enterprise-grade clients.
• Impact: At Tipalti, compliance is the department that makes "yes" possible for our customers globally.

The anticipated base pay rate for this position is 161,500-231,000 USD annually. 

Bonus: Target bonus is 15% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: 185,725 - 265,650 USD annually (includes base salary plus target bonus).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate's unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.

As Tipalti continues to dominate the global finance automation space, we are seeking a visionary Director of KYC and Compliance Onboarding. This is a pivotal leadership role designed to transform our compliance operations from a defensive function into a strategic engine for global growth.

Reporting to the VP of Customer Onboarding, you will lead the evolution of our onboarding architecture to support our next phase of hyper-growth. You are a customer-centric leader who believes that rigorous compliance and a frictionless user experience are not mutually exclusive. Your mission is to build a "best-in-class" KYC process that is recognized by our customers and partners as the most seamless in the fintech industry.

Responsibilities

• Strategic Vision & Roadmap: Own the vision for Tipalti’s KYC/KYB future. You will design a "painless" onboarding journey that eliminates traditional compliance bottlenecks while maintaining ironclad regulatory integrity.
• Operational Standardization: Drive absolute consistency across our global team of KYC analysts. You will design and enforce a Global Standard Operating Procedure (SOP) that ensures uniform decision-making, quality, and speed, regardless of the analyst’s location.
• Customer-Centric Compliance: Champion the customer at every stage of the compliance lifecycle. You will constantly iterate on the "Customer Journey" to reduce friction, simplify documentation requests, and improve transparency.
• Cross-Departmental Collaboration: Act as a high-impact partner to Sales, Onboarding Management, Product, and Legal. You will bridge the gap between commercial urgency and regulatory requirements, ensuring all teams are aligned on a unified "Go-Live" strategy.
• Tech Strategy & Execution: Lead the evaluation, selection, and high-velocity implementation of advanced RegTech tools (Id verification, Registries, Data sources, risk-scoring engine etc). You will move beyond "tools as a service" to "tools as a solution," ensuring deep integration into our existing ecosystems.
• AI & Automation Leadership: Spearhead the transition to an "Always-On" monitoring environment. Use AI to automate identity verification and business entity checks, significantly reducing "Time-to-Green" for our customers.
• Quality Assurance Framework: Implement a robust QA and feedback loop to identify variances in analyst performance and drive continuous improvement through training and process refinement.
• Performance Analytics: Establish executive-level KPIs focusing on onboarding velocity, customer satisfaction (CSAT) during compliance, and automated pass rates.

Requirements

• Customer-First Mindset: A proven track record of designing compliance processes with the end-user in mind. You don't just "enforce" policy; you solve for the customer experience.
• Process Engineering Mastery: Exceptional ability to take complex, fragmented workflows and turn them into scalable, standardized global processes.
• Visionary Leadership: The ability to articulate a clear "North Star" for what modern, automated KYC should look like in a multi-billion dollar fintech.
• Exceptional Execution: 12+ years in Compliance or FinCrime, with a demonstrable history of successfully deploying large-scale technical solutions and third-party integrations (like Trulioo, Alloy, etc.).
• Technology & Innovation: Demonstrated experience implementing automation tools to enhance and drive customer experience. Must possess a Technology-first/AI-first mindset when approaching compliance and KYC workflows.
• Cross-Functional Influence: The ability to navigate complex internal organizations, gaining buy-in from Sales and Operations to drive compliance initiatives forward.
• Global Regulatory Mastery: Deep knowledge of international AML/KYC standards (US, UK, EU, etc.).
• Certifications: CAMS or CFE certification is desired.

Why Join Us?

• Lead the Industry: You will be at the forefront of the "Resilience Era" of compliance, building systems that stop mistakes before they happen.
• Scale Fearlessly: We are a late-stage, well-funded powerhouse where your work directly impacts our ability to onboard enterprise-grade clients.
• Impact: At Tipalti, compliance is the department that makes "yes" possible for our customers globally.

Base Salary Range: $138,600 - $198,000 CAD annually.

Bonus: Target bonus is 15% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $156,400 - $227,700 CAD annually (includes base salary plus target bonus).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate's unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws

As Tipalti continues to dominate the global finance automation space, we are seeking a visionary Director of KYC and Compliance Onboarding. This is a pivotal leadership role designed to transform our compliance operations from a defensive function into a strategic engine for global growth.

Reporting to the VP of Customer Onboarding, you will lead the evolution of our onboarding architecture to support our next phase of hyper-growth. You are a customer-centric leader who believes that rigorous compliance and a frictionless user experience are not mutually exclusive. Your mission is to build a "best-in-class" KYC process that is recognized by our customers and partners as the most seamless in the fintech industry.

Responsibilities

• Strategic Vision & Roadmap: Own the vision for Tipalti’s KYC/KYB future. You will design a "painless" onboarding journey that eliminates traditional compliance bottlenecks while maintaining ironclad regulatory integrity.
• Operational Standardization: Drive absolute consistency across our global team of KYC analysts. You will design and enforce a Global Standard Operating Procedure (SOP) that ensures uniform decision-making, quality, and speed, regardless of the analyst’s location.
• Customer-Centric Compliance: Champion the customer at every stage of the compliance lifecycle. You will constantly iterate on the "Customer Journey" to reduce friction, simplify documentation requests, and improve transparency.
• Cross-Departmental Collaboration: Act as a high-impact partner to Sales, Onboarding Management, Product, and Legal. You will bridge the gap between commercial urgency and regulatory requirements, ensuring all teams are aligned on a unified "Go-Live" strategy.
• Tech Strategy & Execution: Lead the evaluation, selection, and high-velocity implementation of advanced RegTech tools (Id verification, Registries, Data sources, risk-scoring engine etc). You will move beyond "tools as a service" to "tools as a solution," ensuring deep integration into our existing ecosystems.
• AI & Automation Leadership: Spearhead the transition to an "Always-On" monitoring environment. Use AI to automate identity verification and business entity checks, significantly reducing "Time-to-Green" for our customers.
• Quality Assurance Framework: Implement a robust QA and feedback loop to identify variances in analyst performance and drive continuous improvement through training and process refinement.
• Performance Analytics: Establish executive-level KPIs focusing on onboarding velocity, customer satisfaction (CSAT) during compliance, and automated pass rates.

Requirements

• Customer-First Mindset: A proven track record of designing compliance processes with the end-user in mind. You don't just "enforce" policy; you solve for the customer experience.
• Process Engineering Mastery: Exceptional ability to take complex, fragmented workflows and turn them into scalable, standardized global processes.
• Visionary Leadership: The ability to articulate a clear "North Star" for what modern, automated KYC should look like in a multi-billion dollar fintech.
• Exceptional Execution: 12+ years in Compliance or FinCrime, with a demonstrable history of successfully deploying large-scale technical solutions and third-party integrations (like Trulioo, Alloy, etc.).
• Technology & Innovation: Demonstrated experience implementing automation tools to enhance and drive customer experience. Must possess a Technology-first/AI-first mindset when approaching compliance and KYC workflows.
• Cross-Functional Influence: The ability to navigate complex internal organizations, gaining buy-in from Sales and Operations to drive compliance initiatives forward.
• Global Regulatory Mastery: Deep knowledge of international AML/KYC standards (US, UK, EU, etc.).
• Certifications: CAMS or CFE certification is desired.

Why Join Us?

• Lead the Industry: You will be at the forefront of the "Resilience Era" of compliance, building systems that stop mistakes before they happen.
• Scale Fearlessly: We are a late-stage, well-funded powerhouse where your work directly impacts our ability to onboard enterprise-grade clients.
• Impact: At Tipalti, compliance is the department that makes "yes" possible for our customers globally.

Base Salary Range: $138,600 - $198,000 CAD annually.

Bonus: Target bonus is 15% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $156,400 - $227,700 CAD annually (includes base salary plus target bonus).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate's unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws

As the Director of Customer Onboarding, you will ensure the best customer experience while collaborating with the leadership team to exceed department and company goals and defining the long-term strategic roadmap for customer onboarding excellence, leveraging emerging technologies to drive scale across the organization. Key responsibilities include driving customer adoption, minimizing time-to-live, and improving implementation quality, with a focus on leveraging AI to optimize and automate the onboarding journey. You will recruit and manage Onboarding Managers, oversee direct reports, conduct performance reviews, and track team objectives.

Key Responsibilities:

1. Leadership and Team Management:
• Lead, mentor, and develop a high-performing Customer Onboarding team.
• Foster a culture of excellence, collaboration, and continuous improvement.
• Set clear performance expectations and provide regular feedback and coaching to the team.
  
  
2. AI & Process Optimization:
• Identify, implement, and manage AI and automation technologies to accelerate time-to-go-live and increase onboarding efficiency.
• Utilize predictive modeling and AI-driven insights to proactively identify and resolve potential implementation risks and bottlenecks.
• Develop and implement best practices and methodologies, incorporating data from AI tools, to enhance project delivery and customer satisfaction.
• Establish and maintain governance frameworks for AI tool implementation, ensuring compliance, data integrity, and ethical use across all onboarding processes.
  
  
3. Capacity Planning and Data-Driven Resource Management:
• Develop and implement capacity planning processes to ensure the team can meet current and future demand.
• Leverage advanced analytics tools, including those driven by AI/ML, to monitor resource utilization, forecast project complexity, and adjust staffing levels for optimized efficiency and effectiveness.
• Collaborate with other departments to forecast and plan for upcoming projects and initiatives.
  
  
4. Customer Project Delivery & Engagement:
• Oversee the successful delivery of customer projects, ensuring they are completed successfully and efficiently.
• Serve as a trusted advisor to customers, understanding their needs and ensuring Tipalti’s solutions meet their business objectives.
• Act as an escalation point for project-related issues and work to resolve them promptly.
• Serve as a key executive partner to Product, Sales, and Engineering leadership to influence Tipalti's overall GTM strategy, product roadmap, and delivery scalability.

Qualifications:

• Bachelor’s degree in Business, Finance, Information Technology, or a related field; MBA or an advanced degree preferred.
• 10+ years of progressive senior leadership experience in implementation and/or Customer Success, with a strong background in delivering customer projects at scale.
• Proven experience in ERPs and/or Fintech space.
• Demonstrated success in managing diverse teams and driving high performance and customer satisfaction levels.
• Strong understanding of data analytics, process automation, and the practical application of AI in a Customer Success or Onboarding environment.
• Excellent capacity planning and resource management abilities.
• Exceptional communication, escalation handling, and interpersonal skills.
• Ability to travel as needed to support operations and customer engagements.

The anticipated base pay rate for this position is 136,000-195,000 USD annually. 

As Tipalti continues to dominate the global finance automation space, we are seeking a visionary Director of KYC and Compliance Onboarding. This is a pivotal leadership role designed to transform our compliance operations from a defensive function into a strategic engine for global growth.

Reporting to the VP of Customer Onboarding, you will lead the evolution of our onboarding architecture to support our next phase of hyper-growth. You are a customer-centric leader who believes that rigorous compliance and a frictionless user experience are not mutually exclusive. Your mission is to build a "best-in-class" KYC process that is recognized by our customers and partners as the most seamless in the fintech industry.

Responsibilities

• Strategic Vision & Roadmap: Own the vision for Tipalti’s KYC/KYB future. You will design a "painless" onboarding journey that eliminates traditional compliance bottlenecks while maintaining ironclad regulatory integrity.
• Operational Standardization: Drive absolute consistency across our global team of KYC analysts. You will design and enforce a Global Standard Operating Procedure (SOP) that ensures uniform decision-making, quality, and speed, regardless of the analyst’s location.
• Customer-Centric Compliance: Champion the customer at every stage of the compliance lifecycle. You will constantly iterate on the "Customer Journey" to reduce friction, simplify documentation requests, and improve transparency.
• Cross-Departmental Collaboration: Act as a high-impact partner to Sales, Onboarding Management, Product, and Legal. You will bridge the gap between commercial urgency and regulatory requirements, ensuring all teams are aligned on a unified "Go-Live" strategy.
• Tech Strategy & Execution: Lead the evaluation, selection, and high-velocity implementation of advanced RegTech tools (Id verification, Registries, Data sources, risk-scoring engine etc). You will move beyond "tools as a service" to "tools as a solution," ensuring deep integration into our existing ecosystems.
• AI & Automation Leadership: Spearhead the transition to an "Always-On" monitoring environment. Use AI to automate identity verification and business entity checks, significantly reducing "Time-to-Green" for our customers.
• Quality Assurance Framework: Implement a robust QA and feedback loop to identify variances in analyst performance and drive continuous improvement through training and process refinement.
• Performance Analytics: Establish executive-level KPIs focusing on onboarding velocity, customer satisfaction (CSAT) during compliance, and automated pass rates.

Requirements

• Customer-First Mindset: A proven track record of designing compliance processes with the end-user in mind. You don't just "enforce" policy; you solve for the customer experience.
• Process Engineering Mastery: Exceptional ability to take complex, fragmented workflows and turn them into scalable, standardized global processes.
• Visionary Leadership: The ability to articulate a clear "North Star" for what modern, automated KYC should look like in a multi-billion dollar fintech.
• Exceptional Execution: 12+ years in Compliance or FinCrime, with a demonstrable history of successfully deploying large-scale technical solutions and third-party integrations (like Trulioo, Alloy, etc.).
• Technology & Innovation: Demonstrated experience implementing automation tools to enhance and drive customer experience. Must possess a Technology-first/AI-first mindset when approaching compliance and KYC workflows.
• Cross-Functional Influence: The ability to navigate complex internal organizations, gaining buy-in from Sales and Operations to drive compliance initiatives forward.
• Global Regulatory Mastery: Deep knowledge of international AML/KYC standards (US, UK, EU, etc.).
• Certifications: CAMS or CFE certification is desired.

Why Join Us?

• Lead the Industry: You will be at the forefront of the "Resilience Era" of compliance, building systems that stop mistakes before they happen.
• Scale Fearlessly: We are a late-stage, well-funded powerhouse where your work directly impacts our ability to onboard enterprise-grade clients.
• Impact: At Tipalti, compliance is the department that makes "yes" possible for our customers globally.

The anticipated base pay rate for this position is 147,000-210,000 USD annually. 

Technical Support Team Lead

As a Technical Support Team Lead, you will oversee an Engineering Support team while remaining hands-on about 50% of the time. In this role, you’ll play a pivotal part in driving seamless daily operations, ensuring timely and effective ticket resolution, and fostering the growth and development of your team. Reporting to the Engineering Support Manager/Senior Manager, you will serve as a vital bridge between our engineering teams, customers, and leadership, with primary coverage across the US/LATAM time zones.

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:

• Mentor and support your team members, providing guidance on complex technical issues and designing onboarding processes for new hires. You'll be responsible for building and managing the team's shift schedule to ensure proper coverage.
• Oversee ticket assignments and prioritization to meet service-level agreements (SLAs). You'll handle escalations from the Operations team, management, and/or customers, ensuring prompt and effective resolution.
• Take ownership of customer-specific projects, coordinating with relevant stakeholders to drive them from start to finish. You'll work closely and report to global managers to ensure alignment across domains and support cross-team initiatives.
• Actively work on technical tickets and use your strong technical background to guide the team in troubleshooting complex cases.
• Engage directly with customers on high-priority issues and provide timely updates to leadership on progress and critical issues. You'll lead the preparation of RCA documents for major incidents, ensuring clear and timely communication.
• Proactively identify process gaps, propose solutions, and drive initiatives to improve efficiency and documentation.

About you 

• Hands-on experience in Support or Technical Support, or a related field.
• Proven leadership experience in a technical support or engineering team, preferably in a SaaS environment.
• Strong technical troubleshooting skills.
• Availability to assist with critical Sev 1 issues outside of standard working hours when needed.
• Excellent written and verbal communication skills in both English and Spanish.
• You are assertive, decisive, and confident, with the ability to perform under pressure and manage multiple escalations. You're also resilient and solution-oriented in challenging situations.
• A strong sense of ownership and accountability, with the ability to work independently and thrive in a fast-paced environment.
• Communication Skills: Strong written and verbal communication skills with the ability to translate complex technical issues into clear, customer-friendly explanations.
• Personal Attributes: Self-motivated, quick learner, adaptable, and an effective team leader.

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.