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 experience in Customer Success or strategic account management in SaaS or Fintech.
  • Proven success managing high profile, high ARR customers ($500K+) with complex stakeholder environments.
  • Strong strategic account planning skills, particularly in an account team structure.
  • Exceptional discovery skills to identify customer pain points and connect them to value.
  • Demonstrated ability to identify and support expansion opportunities within existing accounts.
  • Comfortable engaging and building credibility with senior executives, including CFOs.
  • Ability to create compelling, value-driven executive presentations.

Responsibilities

  • Own customer health, advocacy, retention, and revenue growth for high-profile enterprise accounts.
  • Build and execute strategic account plans in collaboration with the account team.
  • Lead discovery sessions to understand customer priorities and pain points.
  • Identify and qualify expansion opportunities with a focus on upsell and cross-sell.
  • Develop relationships with senior stakeholders throughout the customer journey.
  • Champion customers' goals across the organization for enhanced experience and outcomes.
  • Monitor account health proactively, address risks, and facilitate timely resolution.

Benefits

  • Hybrid working model requiring in-office presence on specific days.
  • Competitive salary and stock options available.
  • RRSP matching program offered.
  • Comprehensive extended benefits including family-related support.
  • 15 days of paid time off (PTO) annually.
  • Subsidized lunch and snacks provided in the office.
  • Regular company-sponsored social events to foster community.
  • Access to employee resource groups promoting diversity and inclusion.
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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