Back

Customer Success Manager

Full-time

As a Customer Success Manager, Scaled Accounts you will play a crucial role in ensuring our customers achieve their desired outcomes with our products/services. You will work to identify and scale customers to drive growth within a segment of over 1,000 customers. Your focus will be leveraging tools and technology to identify expansion and growth opportunities within the scaled book of business. In this role, you will be proactive, set benchmarks and milestones, present business reviews, advocate for product solutions, review product usage, discuss feedback, 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 4000 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.

In This Role, You Will Be Responsible For

  • Work in a pooled specialized team within the Scaled segment to drive growth and expansion through cross-sells and upsells

  • Bring an AI-forward mindset to the role, including adopting AI-powered tools to scale account coverage, surface insights, and streamline workflows, while modeling for your customers how AI can support their business goals.

  • Scale high-growth accounts to higher-touch models

  • Identify customer business changes (acquisitions, recent funding, mergers) to uncover expansion opportunities

  • Use data to identify customer usage trends within your book of business

  • Become an expert in our products/services and stay up-to-date with product enhancements, being a consultant and sharing best practices with customers

  • Creating advocates, drive brand loyalty and customer satisfaction

  • Work closely with Sales, Sales Experts, Solutions Consultants, Implementation, Support, Product and Marketing to proactively collect, receive, share and act on feedback to drive collaboration and adoption.

  • Bringing an AI forward mindset to the role including adopting AI powered tools to scale account coverage, surface insights, and streamline workflows, while modeling for your portfolio how AI can be applied to their own business goals.

Our Benefits Package Includes

  • Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday

  • Matching RRSP

  • Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD

  • 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

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.

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

Image

Tipalti

Customer Success Manager

Image

Tipalti

Customer Success Manager

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.

CX-Jobs is a free resource from Lorikeet, the AI support platform for complex, regulated businesses.

© 2026 Lorikeet. All rights reserved.

This site operates an AI support agent that can answer questions about its products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint:

GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}

Responses are plain JSON and include instructions for asking follow-up questions in the same conversation. Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.