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Added 1 hour ago
HM
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Kelowna, BC
- Full-time
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HM
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Emergency Medicine
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Closed listing

Tipalti

Customer Success Manager

Toronto, ON, Canada

$77,600 to $97,000 CAD / year · Full-time

This opening has closed.

The original listing is kept below for reference.

Find open jobs More jobs with this employer

About employer

Job details

Pay: $77,600 to $97,000 CAD / year
Job type: Full-time
Closing date: Oct 16, 2026
Experience: 2+ years of customer success or account management experience, preferably in the Fintech space
Posting language: English
Posted: Oct 2, 2026

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Original job description

Archived listing. The details below describe a past opening.

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.

About you

2+ years of customer success or account management experience, preferably in the Fintech space
Previous Sales role or quota-carrying sales-adjacent experience is a plus
Demonstrated, hands-on use of AI tools in your day-to-day work to streamline workflows
Experienced with a one-to-many model with a high-volume ticketing queue
ERP experience, accounts payable, Gainsight, Zendesk, Salesforce, Jira, analytics reporting, and CSM tool experience is a plus
Strong understanding of the fintech industry and our products/services
Exceptional communication and interpersonal skills
Highly organized with excellent oral and written communication skills
High level of enthusiasm, initiative, commitment, and professionalism
Ability to build compelling value-driven client facing presentations
Ability to gather complex requirements and work with a team to design a solution
Ability to engage with all levels in an organization from the CEO, CFO, Accountant, etc.
Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred.
Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIMA
Thorough knowledge of basic accounting procedures and principles is a bonus

Our benefits package includes:

Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
Competitive salary and stock options
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

Base Salary Range: $77,600 - $97,000 CAD annually.

Bonus: Target bonus is 10% of base salary. Bonus entitlement is based on a combination of organizational results, individual performance, and relative contribution, as assessed by Tipalti in its sole discretion, to be formalized and communicated to you following your start date.

Expected Total Compensation: $85,360 - $106,700 CAD annually (includes base salary plus target bonus/commission).

The compensation information, above, reflects our reasonable expectation for this role based on several factors, including current market conditions. Final compensation will be determined through individual assessment of experience, skills, qualifications, and other job-relevant factors. Actual offers may vary within or, only in exceptional circumstances, outside the stated range based on the candidate's unique qualifications and our comprehensive evaluation process. We are committed to equitable compensation practices in compliance with applicable employment laws.

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.

Accommodations

Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.

As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.

AI Use

We may use artificial intelligence and automated systems (collectively "AI") to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact hr@tipalti.com.

Privacy

We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:

Job Candidate Privacy Notice | Tipalti

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

About employer

More about this job

Responsibilities

Manage a high-volume, scaled customer portfolio, using data and AI-powered tools to identify usage trends, expansion opportunities, and accounts that may benefit from higher-touch support. Build customer loyalty and adoption through business reviews, product guidance, feedback sharing, and collaboration with Sales, Product, Support, Implementation, and other teams.

Requirements

Requires at least two years of customer success or account management experience, hands-on use of AI tools, and experience with a high-volume, one-to-many customer model. Fintech knowledge, strong communication and presentation skills, accounting knowledge, and familiarity with ERP, accounts payable, Gainsight, Zendesk, Salesforce, Jira, or analytics tools are valued; accounting certifications or experience are preferred.

Skills

Customer Success
Account Management
Upselling And Cross-Selling
Customer Retention
Data Analysis
AI Tool Adoption
Account Expansion
Product Knowledge
Customer Advocacy
Business Reviews
Presentation Skills
Stakeholder Management
Requirements Gathering
Accounting Principles
Fintech
ERP

Benefits

Stock Options
Hybrid Working Model
Matching RRSP
Extended Health Benefits
Employee Assistance Program
Life Insurance
Accidental Death And Dismemberment Insurance
Long-Term Disability Insurance
Paid Time Off
Subsidized Lunch
Fresh Fruit, Snacks, And Drinks
Dog-Friendly Office
Transit-Accessible Office
Phone And Internet Allowance
Company-Wide Social Events
Employee Resource Groups
Career Coaching

Visa sponsorship

Not detected in the job text

Keywords

Customer Success
Account Management
Fintech
Scaled Accounts
Cross-Selling
Upselling
Artificial Intelligence
AI-Powered Tools
Account Expansion
Customer Retention
Customer Advocacy
Product Adoption
Business Reviews
Usage Trends
ERP
Accounts Payable
Gainsight
Zendesk
Salesforce
Jira
Analytics Reporting
Accounting Principles
CPA
ACA
ACCA
CIMA
One-To-Many Customer Model
Customer Feedback
Stakeholder Management
Solutions Consulting

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