Tipalti · 4 days ago
Card Optimization Manager
United States
Full-time
Remote
Mid Level
3+ years expTipalti is a global business headquartered in the San Francisco Bay Area, seeking a Card Optimization Manager to drive the adoption of their Card solutions within their Scalable customer portfolio. This role involves managing client relationships, executing outreach strategies, and collaborating cross-functionally to enhance customer engagement and maximize card adoption.
AccountingFinancial ServicesFinTechPaymentsSoftware
Responsibilities
Drive Card Adoption: Lead client-facing engagement to increase Tipalti Card adoption and revenue across the existing Scalable customer base
Manage Portfolio Pipeline: Maintain and advance a high-volume pipeline of optimization opportunities, ensuring consistent movement from identification through to successful card adoption
Execute Outreach at Scale: Design and execute customized client outreach strategies, including managing opt-in programs and coordinating supplier campaigns
Conduct Spend Analysis: Perform comprehensive analysis of client supplier files to identify virtual card optimization opportunities and provide actionable recommendations for supplier enablement and card adoption
Bridge Sales & Onboarding: Provide SME support during the sales cycle and project kickoffs to ensure optimal card configuration and adoption from day one
Orchestrate Supplier Strategies: Design effective supplier outreach plans in partnership with the client and Tipalti Supplier Enablement team, ensuring high-quality execution and shortened "time-to-launch" for client campaigns
Cross-Functional Collaboration: Partner with Sales, Customer Success, Onboarding, Product, Marketing and Payment Ops to align on strategy and ensure a seamless customer experience
Performance Tracking: Monitor, report, and present progress across all stages of active projects, including final results and identification of future payment optimization opportunities
Process Evolution: Continuously evaluate and improve business processes related to card adoption and supplier enablement to increase team efficiency and revenue growth
Qualification
Required
Bachelor's degree in finance, business, marketing, or a related field
3–5 years of professional experience, ideally in sales or account management within commercial credit cards, virtual cards, or B2B payments
Experience with CRM tools (e.g., Salesforce), MS Excel, MS PowerPoint, and Google Suite
Strong analytical and problem-solving skills with high attention to detail, specifically regarding spend analysis and data-driven recommendations
A strong understanding of supplier enablement strategies and payment workflows
Excellent written and verbal communication skills, with the ability to present complex financial solutions clearly to both clients and internal stakeholders
The ability to work with a high degree of independence while maintaining the judgment to know when to escalate issues or seek guidance
Proven experience managing a large portfolio of accounts and a structured pipeline of opportunities with a focus on high-velocity execution
Strong ability to articulate value propositions, handle client objections, and effectively navigate the Tipalti organization to drive results
A solid grasp of B2B Card/Virtual Card offerings and the ability to communicate the value of card adoption to diverse stakeholders
A track record of working effectively with cross-functional teams to drive projects toward timely and successful execution
A track record in a client-facing role that balances relationship building with a focus on hitting revenue and adoption KPIs
Benefits
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
Phone/internet allowance
Regular company-wide social events
Multiple ERG groups celebrating our diversity and creating an inclusive culture
Company
Tipalti
Tipalti is a global payables automation platform that provides a cloud solution to scale and automate global payables operations.
1001-5000 employees
H1B Sponsorship
Tipalti has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (4)
2023 (1)
2022 (10)
2021 (5)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$915MKey Investors
Hercules CapitalG SquaredDurable Capital Partners
2025-09-24Debt Financing· $200M
2023-05-15Debt Financing· $150M
2021-12-08Series F· $270M
Leadership Team
Chen Amit
CEO
Manish Vrishaketu
Chief Customer and Operating Officer
Recent News
2025-12-10
Startbase
2025-11-05
Company data provided by crunchbase