Lead Management Administrator

Tipalti•Plano, TX

4h•Hybrid

About The Position

We are seeking a Lead Administrator to manage and optimize our lead, contact, and account routing within Salesforce, leveraging Leandata. In this role, you will ensure every lead is delivered quickly, accurately, and fairly to the right seller, supporting revenue growth and improving speed-to-lead. You will apply personal methods and techniques to solution business requirements, operating with significant autonomy to manage the end-to-end routing process. Partnering with Sales, SDR, Marketing, and RevOps teams, you will translate GTM strategy into scalable routing rules and workflows. You will develop reports and dashboards to monitor performance, work with various marketing teams to provide clarity on routing rules and definitions in order to ensure marketing campaign managers understand lead requirements and can maximize their effectiveness at the point of creation, ensuring data and or ICP expectations are understood. This role sits within our Marketing Operations organization and is ideal for someone who thrives at the intersection of technology, process, and go-to-market execution. 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.

Requirements

4+ years of relevant experience with 2+ years in Marketing Ops, Sales Ops, RevOps, or Salesforce Administration
Hands-on experience in LeanData Matching & Routing (required)
Demonstrated Salesforce proficiency including object/field design, assignment rules, queues, automation, and report/dashboard creation
Strong understanding of Salesforce lead/contact/account objects, queues, and assignment rules
Deep understanding of lead lifecycle management, funnel stages, MQL definitions, and SLA frameworks
Proven ability to independently troubleshoot complex routing failures and data quality issues
Excellent communication skills and cross-functional collaboration experience

Nice To Haves

Salesforce Administrator Certification (or equivalent experience)
Experience with MAPs (Marketo, HubSpot, Pardot), enrichment (ZoomInfo, Clearbit), ABM tools (Demandbase, 6sense), and sequencing (Outreach, Salesloft)
Understanding of ABM, territory modeling, or complex GTM routing strategies
Knowledge of APIs, sync troubleshooting, and RevOps data models
Experience designing operational dashboards for performance accountability

Responsibilities

Strategic LeanData Architecture & Governance
Architect and optimize LeanData routing graphs, matching rules, and decision logic to support complex territory, segment, and persona-based assignments
Proactively resolve issues with misrouting, sync delays, and data conflicts, independently determining the appropriate methods and techniques for resolution across our integrated systems
Partner with SFDC admin team and Sales Excellence on strategic initiatives including annual territory planning and GTM reorganizations
Serve as LeanData / Routing domain expert by leading platform releases, conducting comprehensive testing, and maintaining global documentation standards
Lead Management & GTM Alignment
Collaborate with SDR, Sales, Alliances, Partner, ABM, and Marketing teams to align routing with GTM strategy by evaluating, recommending, and gaining consensus on routing methodologies and Rules of Engagement
Provide formal guidance and support to stakeholders on how the processes work and quality thresholds to enhance lead capture effectiveness and ensure leads are actionable
Architect and own the operational dashboards for department leaders, providing strategic insights on SLA attainment, routing accuracy, and conversion metrics, enforcing accountability across GTM teams
Define data governance standards across the lead lifecycle to maximize lead quality and CRM integrity
Lead continuous improvement initiatives to eliminate lead leakage, maximize conversion rates, and maintain data accuracy
Technical Execution & Quality Assurance
Ensure seamless routing across Salesforce, MAP, enrichment, chat, ABM, sequencing, and RevOps tools
Conduct rigorous QA testing in sandbox environments prior to production deployment
Monitor routing performance against SLAs and proactively address system health issues
Provide training and change communication to go-to-market stakeholders
Implement Slack alerts for hot leads

Benefits

Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
Competitive salary and stock options
Matching 401(k)
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