Tipalti

Principal Customer Success Manager

Tipalti$135K — $150K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of enterprise account ownership in Customer Success or related roles, ideally in SaaS or Fintech.
  • Proven management of high-profile accounts ($500K+ ARR) with complex stakeholder environments.
  • Strong strategic account planning skills, collaborating effectively with sales and account teams.
  • Exceptional discovery skills to identify customer pain points and opportunities.
  • Demonstrated track record of driving expansion within existing accounts.
  • Ability to engage senior executives confidently, including CFOs.
  • Proficient in creating compelling, value-driven executive presentations.
  • Familiarity with Gainsight, Salesforce, Zendesk, and PowerBI reporting is advantageous.

Responsibilities

  • Own customer health, advocacy, retention, and revenue growth for high-profile enterprise accounts.
  • Build and execute strategic account plans, providing regular updates to executive leadership.
  • Lead discovery sessions to understand customer priorities and connect them to product value.
  • Identify upsell and cross-sell opportunities and collaborate with account managers on expansion efforts.
  • Develop trusted relationships with senior stakeholders throughout the customer journey.
  • Ensure proactive account monitoring, addressing risks, and resolving issues promptly.
  • Present executive business reviews to reinforce delivered value and align on strategic goals.

Benefits

  • Hybrid working model with in-office requirements on select days.
  • Extended healthcare benefits and Employee Assistance Program.
  • Paid maternity, paternity, and fertility treatment leave.
  • 15 days of paid time off (PTO).
  • Subsidized lunches and refreshments in the office.
  • Convenient transit access to the office location.
  • Phone and internet allowance for remote work.
  • Participation in regular company-wide social events.
  • Diverse Employee Resource Groups promoting an inclusive culture.
Full Job Description
As Principal Customer Success Manager, you will own the success of Tipalti's largest and most strategic customers, ensuring they achieve meaningful outcomes with our products and services. Serving as the primary point of contact for these accounts, you will build strong, lasting relationships that turn customers into passionate Tipalti advocates.

You will be accountable for the overall health of your portfolio, spanning customer experience, engagement, product adoption, retention, and expansion, across some of our highest profile, top tier accounts. These customers represent a significant portion of Tipalti's revenue and carry high visibility across the organization.

In this role, you will proactively engage your assigned accounts to establish benchmarks and milestones, lead business reviews, analyze product usage, communicate product releases and enhancements, gather and act on customer feedback, and recommend new products that strengthen existing capabilities. You will identify opportunities to elevate the customer experience and drive revenue growth.

You will partner closely with your Strategic Account Manager on expansion opportunities and collaborate with your CXM as a unified account team, building account plans and delivering monthly updates to Tipalti's executive leadership.

In this role, you will be responsible for:
  • Full ownership of customer health, advocacy, retention, and revenue growth for a portfolio of high profile enterprise accounts, each representing $500K+ in ARR.
  • Building and executing strategic account plans in partnership with your account team, including your Strategic Account Manager and CXM, with regular updates shared to executive leadership.
  • Leading strong discovery with your customers to uncover pain points, understand their business priorities, and connect them to the value Tipalti delivers.
  • Identifying and qualifying expansion opportunities across your portfolio, partnering with your SAM to drive upsell and cross-sell growth.
  • Developing trusted relationships with senior stakeholders throughout the customer journey, from post-implementation adoption through feature rollouts, integrations, and long-term growth.
  • Championing your customers' goals and objectives across the organization to maximize their experience and outcomes.
  • Serving as the primary point of contact for your accounts, proactively monitoring account health, addressing risks early, and acting as the point of escalation to ensure timely resolution.
  • Presenting executive business reviews that reinforce value delivered, align on strategic priorities, and position new opportunities.

About you
  • 10+ years of enterprise account ownership experience in Customer Success or a related strategic account management role, ideally in SaaS or Fintech.
  • Proven success managing high profile, high ARR customers ($500K+) with complex stakeholder environments.
  • Strong strategic account planning skills, with experience operating in an account team structure alongside sales, expansion, and experience partners.
  • Exceptional discovery skills: you know how to ask the right questions, uncover pain, and translate customer challenges into opportunities.
  • Demonstrated ability to identify, qualify, and support expansion opportunities within an existing book of business.
  • Comfortable engaging and building credibility with senior executives, including CFOs and finance leadership.
  • Strong command of the value story: you don't need to be a technical expert, but you deeply understand the business outcomes the product delivers and can articulate them convincingly.
  • Ability to build compelling, value-driven executive presentations.
  • Highly organized with excellent written and verbal communication skills.
  • Experience with Gainsight, Salesforce, Zendesk, and PowerBI reporting is a plus.
  • Bachelor's degree (nice to have)

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
  • Maternity, Paternity and Fertility Treatment benefits
  • 15 days of PTO
  • Subsidized lunch on office days
  • Fresh fruit, snacks & drinks in 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

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.

Base Salary Range: $135,000 - $150,000 CAD annually.

Bonus: Target bonus is 15% 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: $155,250 - $172,500 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.

About Tipalti

Tipalti is a financial management solution that helps businesses automate their entire global payables operation. Tipalti streamlines all manual supplier payment processes including payee onboarding, tax compliance, invoice processing, global payments, early payments, and reconciliation. Tipalti also provides real-time payment tracking and AP reporting capabilities. The company serves mid-market and enterprise clients in the advertising, eCommerce, education, healthcare, manufacturing, publishing, and technology industries. Tipalti has won numerous awards for its innovative technology, including being named a Forbes Fintech 50 company and a Deloitte Fast 500 company.
Learn more about Tipalti
Size
500 employees
Industry
Founded
2010

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