Senior Card Optimization Manager

Tipalti•Raleigh, NC

About The Position

We are seeking a Senior Card Optimization Manager to boost revenue by assisting existing and prospective clients in optimizing their use of our complete range of card solutions within their AP processes. The ideal candidate will possess a proven track record in sales, account management or implementation within the mid-market B2B payments, commercial card, and virtual card sectors. This client-facing position will drive client adoption and increase revenue through effective client engagement and supplier enablement strategies, as well as close cross-functional collaboration. Reporting to the VP of Cards, this strategically important role offers a direct impact on a vital revenue stream. It also provides the opportunity to help shape both the role itself and the overall direction of our rapidly expanding team. 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

Bachelor’s degree in finance, business, marketing or a related field
5-8 years of experience in commercial credit card, virtual card, and B2B payments in sales, account management or implementation
Strong understanding of supplier enablement strategies in the virtual card segment
Proven track record in client-facing roles, consistently exceeding revenue targets and client retention goals. Preferably within the fintech or financial services industry.
Strong analytical and problem solving skills, with a high attention to detail
Proficiency with CRM tools, MS Excel, MS PowerPoint, and Google Suite
Project management and pipeline management skills
Ability to manage multiple projects and prioritize in a fast-paced, highly dynamic environment
Excellent written and verbal communication skills with the ability to present complex solutions clearly and concisely to clients and internal partners.
A customer-first mindset, with a passion for delivering tailored solutions that meet client needs
Strong sales acumen and success working in high-growth, collaborative, and metric-driven environments.

Responsibilities

Work closely with clients to understand their payment needs and supplier relationships, offering tailored card solutions that maximize value and enhance financial processes.
Drive client adoption of virtual cards through effective engagement with both clients and suppliers.
Conduct comprehensive spend analysis of client supplier files to identify areas for card optimization.
Provide actionable recommendations and best practices for card adoption and supplier enablement.
Design and manage effective supplier outreach strategies to ensure optimal execution of supplier campaigns.
Collaborate with cross-functional resources for quality and timely execution, maintaining close communication with clients and internal stakeholders.
Collaborate closely with internal and external partners including product, marketing, sales, customer success, supplier enrollment and payment operations to further promote these initiatives.
Continuously evaluate business processes related to our card solutions and supplier enablement services, offering insights and recommending improvements.
Take on other responsibilities as required to support client success and contribute to revenue growth