▷ (1 / 10 / 2025) Tipalti | Customer Success Manager, Scaled Accounts...

On behalf of Tipalti, SD Solutions is seeking a talented Customer Success Manager, Scaled Accounts to join a fintech unicorn!

Role Overview

As a Customer Success Manager, Scaled Accounts, you will ensure our customers achieve their desired outcomes with our products / services. You will manage a segment of over 1,000 customers, focusing on identifying and scaling growth opportunities using tools and technology. Your responsibilities include setting benchmarks, conducting business reviews, advocating for product solutions, reviewing usage, gathering feedback, and enhancing the customer experience.

Responsibilities

1. Manage a portfolio of 300+ clients within the Scaled segment to promote growth through cross-sells and upsells.

2. Scale high-growth accounts to higher-touch engagement models.

3. Identify business changes (acquisitions, funding, mergers) for expansion opportunities.

4. Analyze data to understand customer usage trends.

5. Become an expert in our products / services, stay updated on enhancements, and share best practices.

6. Drive brand loyalty, customer satisfaction, and advocacy.

7. Collaborate with Sales, Solutions Consultants, Support, Product, and Marketing teams to gather and act on feedback.

Requirements

1. 2+ years of customer success or account management experience, preferably in Fintech.

2. Previous sales experience is a plus.

3. Experience with ERP, accounts payable, ChurnZero, Zendesk, Salesforce, Jira, analytics, or CSM tools is advantageous.

4. Strong understanding of the fintech industry and our offerings.

5. Excellent communication and interpersonal skills.

6. Highly organized with strong oral and written communication skills.

7. Enthusiastic, proactive, committed, and professional.

8. Skilled in creating compelling client presentations.

9. Capable of gathering complex requirements and designing solutions with a team.

10. Ability to engage with all organizational levels, from CEOs to accountants.

11. Basic accounting knowledge; CPA / Accounting experience is preferred.

12. Relevant accounting certifications (CPA, ACA, ACCA, CIMA).

About Tipalti

Tipalti is revolutionizing finance, supporting fast-growing companies in scaling their global finance operations. Trusted by companies like Amazon, Twitch, Twitter, and Roblox, Tipalti automates and scales global payables. As a cloud-based platform, it has raised $565M in funding and aims to reduce finance workload, allowing business leaders to focus on strategic growth.

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