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Customer Success Manager
Tipalti
Toronto, CAN
Executive
Hybrid
$77,600-$97,000
Discovered Today
Customer successAccount managementCross-sell and upsellAI-powered toolsCustomer usage analyticsFintech
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Customer successAccount managementCross-sell and upsell
Role Overview
Manage a scaled portfolio of more than 1,000 customers and help customers achieve outcomes with Tipalti products and services.
Use technology, customer data, and product expertise to drive adoption, retention, growth, and expansion.
Key Skills for This Role
Customer successAccount managementCross-sell and upsellAI-powered toolsCustomer usage analyticsFintech
Full Job Posting
Role Overview
Manage a scaled portfolio of more than 1,000 customers and help customers achieve outcomes with Tipalti products and services.
Use technology, customer data, and product expertise to drive adoption, retention, growth, and expansion.
Responsibilities
- Drive growth and expansion through cross-sells and upsells.
- Use AI-powered tools to scale account coverage, surface insights, and streamline workflows.
- Scale high-growth accounts to higher-touch models.
- Identify acquisitions, funding, mergers, and other business changes that create expansion opportunities.
- Analyze customer usage trends and share product best practices.
- Create customer advocates and drive brand loyalty and satisfaction.
- Collaborate with Sales, Solutions Consulting, Implementation, Support, Product, and Marketing.
- Collect and act on customer feedback to improve collaboration and product adoption.
Required Qualifications
- At least 2 years of customer success or account management experience.
- Hands-on experience using AI tools to streamline daily work.
- Experience with one-to-many customer engagement and high-volume ticketing queues.
- Strong understanding of the fintech industry and relevant products or services.
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