Tipalti · 1 day ago
Lead Management Administrator
Plano, TX
Full-time
Hybrid
Mid, Senior Level
4+ years expTipalti is an AI-powered platform for finance automation that enhances how finance teams operate globally. The Lead Management Administrator will manage and optimize lead routing within Salesforce, ensuring leads are delivered efficiently and accurately while collaborating with various teams to align routing with go-to-market strategies.
AccountingFinanceFinTechPaymentsSoftwareFinancial Services
Responsibilities
Architect and optimize LeanData routing graphs, matching rules, and decision logic to support complex territory, segment, and persona-based assignments
Proactively resolve issues with misrouting, sync delays, and data conflicts, independently determining the appropriate methods and techniques for resolution across our integrated systems
Partner with SFDC admin team and Sales Excellence on strategic initiatives including annual territory planning and GTM reorganizations
Serve as LeanData / Routing domain expert by leading platform releases, conducting comprehensive testing, and maintaining global documentation standards
Collaborate with SDR, Sales, Alliances, Partner, ABM, and Marketing teams to align routing with GTM strategy by evaluating, recommending, and gaining consensus on routing methodologies and Rules of Engagement
Provide formal guidance and support to stakeholders on how the processes work and quality thresholds to enhance lead capture effectiveness and ensure leads are actionable
Architect and own the operational dashboards for department leaders, providing strategic insights on SLA attainment, routing accuracy, and conversion metrics, enforcing accountability across GTM teams
Define data governance standards across the lead lifecycle to maximize lead quality and CRM integrity
Lead continuous improvement initiatives to eliminate lead leakage, maximize conversion rates, and maintain data accuracy
Ensure seamless routing across Salesforce, MAP, enrichment, chat, ABM, sequencing, and RevOps tools
Conduct rigorous QA testing in sandbox environments prior to production deployment
Monitor routing performance against SLAs and proactively address system health issues
Provide training and change communication to go-to-market stakeholders
Implement Slack alerts for hot leads
Qualification
Required
4+ years of relevant experience with 2+ years in Marketing Ops, Sales Ops, RevOps, or Salesforce Administration
Hands-on experience in LeanData Matching & Routing (required)
Demonstrated Salesforce proficiency including object/field design, assignment rules, queues, automation, and report/dashboard creation
Strong understanding of Salesforce lead/contact/account objects, queues, and assignment rules
Deep understanding of lead lifecycle management, funnel stages, MQL definitions, and SLA frameworks
Proven ability to independently troubleshoot complex routing failures and data quality issues
Excellent communication skills and cross-functional collaboration experience
Preferred
Salesforce Administrator Certification (or equivalent experience)
Experience with MAPs (Marketo, HubSpot, Pardot), enrichment (ZoomInfo, Clearbit), ABM tools (Demandbase, 6sense), and sequencing (Outreach, Salesloft)
Understanding of ABM, territory modeling, or complex GTM routing strategies
Knowledge of APIs, sync troubleshooting, and RevOps data models
Experience designing operational dashboards for performance accountability
Benefits
Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
Competitive salary and stock options
Matching 401(k)
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
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 CapitalHercules Capital,JP Morgan ChaseG Squared
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
Digital Music News
2026-02-03
2026-01-16
2025-12-10
Company data provided by crunchbase