Senior Partner Customer Success Manager
About The Position
As a Senior Partner Customer Success Manager, you will join our growing Customer Success organization in a newly created role focused on the post-go-live experience for customers brought on through our strategic partner ecosystem. You will serve as the primary CS touchpoint for these customers, working closely with our Partners team to ensure they achieve long-term success. As this is a new function, the ideal candidate is comfortable with ambiguity, eager to shape new processes and ready to help build this program from the ground up. 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
- 5+ years of relevant experience with a minimum of 5+ years of customer success or account management experience, preferably in the Fintech space
- 3 years of relevant experience working within partner/alliances ecosystems, with an understanding of the unique dynamics of partner-led growth.
- Commercially minded with a proven track record of growing accounts and driving retention. This role is focused on customer growth and advocacy, with a close partnership with our Account Management team to identify and progress expansion opportunities. As the role matures, greater commercial ownership is expected to follow.
- A proven ability to network with senior internal and external personnel (CEO, CFO, etc.), including key contacts outside your own area of expertise.
- Highly organized with strong communication and interpersonal skills, both written and verbal.
- Ability to navigate complex relationships (internal and external) and act as a bridge between teams.
- AI-savvy, with demonstrated experience leveraging AI tools or processes to improve customer outcomes and operational efficiency.
- High level of enthusiasm, initiative, commitment, and professionalism
- Ability to gather complex requirements and work with a team to design a solution and build compelling value propositions
- Eager to help build a new role from the ground up; you don't need all the answers, but you have the initiative to figure them out and influence the path forward.
Nice To Haves
- ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience is a plus
- Previous Project Management role or skills are a plus
Responsibilities
- Leading the customer experience post-go-live for customers referred by our partners, ensuring a seamless transition and sustained value realization.
- Driving account portfolio growth and creating customer advocates by proactively managing account health, resolving escalations and collaborating with Partner and Account Management teams and Support to share CS-driven insights that shape our partner strategy and customer solutions.
- Helping build, refine, and scale the operational infrastructure for partner-led customer success, from segmentation to enablement.
- Advocating for the needs of partner-referred customers, ensuring their specific use cases are understood and supported across the organization.
- Partnering with internal teams to manage escalations and ensure consistent service delivery.
- Mentoring and coaching team members and contributing to initiatives that strengthen the broader Customer Success team.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
