Customer Success Professional Opportunity We are seeking a skilled Customer Success professional to join our team. This is an exceptional opportunity to drive business growth, build strong relationships with clients, and contribute to the success of our organization. - Develop and maintain strong relationships with a portfolio of 150+ clients during each stage of their journey after implementation, assisting with and continuing through full adoption and beyond. This includes rolling out new features and enhancements, integrations, growing and expanding, and focusing on the client's experience. - Become an expert in our products/services, stay up-to-date with product enhancements, and be a consultant and share best practices with clients. - Drive brand loyalty, client satisfaction, and advocacy - Owner and primary point of contact for our clients, monitoring client accounts to identify areas of improvement and proactively address any issues or concerns, and act as a point of escalation for client issues and ensure a timely resolution - Uncover growth opportunities in your portfolio through upsells and cross-sells - Focus on net dollar retention and churn prevention with a north star of Client experience, advocacy, and loyalty - Work closely with Sales, Sales Experts, Solutions Consultants, Implementation, Support, Product, and Marketing to proactively collect, receive, share, and action on feedback to drive collaboration and adoption. - Use data to prioritize and change prioritizations internally across the organization to help drive an exceptional client experience. - Provide mentorship, coaching, and help with onboarding new and existing team members. Required Skills and Qualifications - Proven experience of customer success or account management experience, preferably in the Fintech space. - ERP experience, accounts payable, ChurnZero, Zendesk, Salesforce, Jira, analytic reporting, and CSM tool experience are 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. - Previous Project Management role or skills are a plus - Thorough knowledge of basic accounting procedures and principles. CPA/Accounting experience preferred. - Part-qualified or qualified experience within an accounting practice or commercial accounting department - Relevant accounting certification (part or fully qualified), including but not limited to CPA, ACA, ACCA, or CIM Benefits 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, please reach out to us for assistance. Others 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: www.tipalti.com/privacy/job-candidate-privacy-notice/