Senior Pay by Card Optimization Manager

We are searching for a Pay By Card (PBC) Optimization Manager to play a key role in driving revenue by helping our existing clients and prospects optimize their adoption of virtual cards within their B2B invoice-to-pay processes This client-facing role will drive client adoption and increase revenue and customer value through effective client engagement and supplier enablement strategies, as well as close cross-functional collaboration. Reporting to the VP of PBC, this highly visible and strategically important role is a unique opportunity to have a direct impact on driving an important revenue stream, while helping to shape both the role and the overall direction of our fast growing team.  

• This role will initially engage with our existing clients as we accelerate our Go to Base (GTB)  adoption of PBC  
• This role will be well positioned to provide SME support during the PBC GTM sales cycle and during kickoff, to ensure optimal PBC adoption during onboarding  

This client-facing role will drive client adoption and increase revenue through:

• Accelerated and effective client engagement and client adoption (Driving opt ins and supplier campaigns)
• Designing effective supplier enablement strategies and accelerating time to launch (accelerating time to client campaign approvals)
• Effective cross-functional collaboration with Sales, CSMs, Product, Customer Onboarding, PBC, Payment Ops, and Customer Support  

 

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 5000 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. 

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.

In this role, you will be responsible for:

• Work closely with sales teams and their clients to understand the clients’ payment needs and supplier relationships, offering tailored virtual card solutions that maximize value and enhance the clients’ financial processes 
• Drive client adoption of virtual cards and revenue, ensuring effective client and supplier engagement
• Conduct comprehensive spend analysis of clients' supplier files, identifying areas for virtual card optimization. Provide actionable recommendations and best practices for supplier enablement to increase virtual card adoption  
• Ensure optimal execution of supplier campaigns by designing and managing an effective supplier outreach strategy, working with cross-functional resources to ensure quality and timely execution, and maintaining close communication with clients and internal stakeholders
• Track and report on progress across all stages of active projects, including final results, as well as identification of future opportunities for payment optimization 
• Continuously evaluate business processes related to virtual card solutions and supplier enablement, offering insights and recommend improvements
• Take on other responsibilities as required to support client success and contribute to revenue growth

About you:

• Bachelor’s degree in finance, business, marketing or a related field
• 5-8 years of professional experience. Ideally, 3-5+ years in sales or account management experience in commercial credit card, virtual card, or B2B payments
• Strong understanding of supplier enablement strategies
• 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 client engagements at various stages, and prioritize in a fast-paced, highly dynamic env