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Professional Services Leader

Why join Tipalti?

Tipalti is one of the world’s fastest-growing fintech companies. We free finance professionals to lead by modernizing the entire payables operation. We are a well-funded, late-stage start-up backed by high-profile investors. Our 2021 Series F funding round raised $270 million, valuing us at over $8.3 billion. With total funding of just over $550 million, and with more than 4000 global customers, Tipalti is one of the most valuable private fintech companies in the world.

At Tipalti, we pride ourselves on our collaborative culture, the quality of our product and the capabilities of our people. Tipaltians are passionate about the work they do, and keen to get the job done. Tipalti offers competitive benefits, a flexible workplace, career coaching, and an environment where diverse individuals can thrive and make an impact. Our culture ensures everyone checks their egos at the door and stands ready to reach for success together. 

Founded in Israel in 2010, Tipalti is a global business headquartered in the San Francisco Bay Area (Foster City) with offices in Tel Aviv, Plano, Toronto, Vancouver, London, Amsterdam and Tbilisi.

Tipalti seeks a dynamic and experienced Director of Professional Services to lead our global professional services team. This role is pivotal in ensuring the successful delivery of customer projects, managing the Professional Services P&L, and driving the strategic direction of our service offerings. The ideal candidate will have a strong background in ERPs, ERP Integrations and related implementations, capacity planning, and partner management, with a proven track record in customer-facing roles and team management.

In this role, you will be responsible for:

  1. Leadership and Team Management:
    • Lead, mentor, and develop a high-performing global professional services team.
    • Foster a culture of excellence, collaboration, and continuous improvement.
    • Set clear performance expectations and provide regular feedback and coaching to the team.
  2. Customer Project Delivery:
    • Oversee the successful delivery of customer projects, ensuring they are completed on time and within scope and budget.
    • Develop and implement best practices, methodologies, and tools to enhance project delivery and customer satisfaction.
    • Act as an escalation point for project-related issues and work to resolve them promptly.
  3. P&L Management:
    • Own and manage the Professional Services P&L, ensuring financial targets are met or exceeded.
    • Develop and execute strategies to optimize revenue, profitability, and resource utilization.
    • Monitor financial performance and implement corrective actions as needed.
  4. Partner Management:
    • Build and maintain strong relationships with key partners and stakeholders.
    • Develop and manage a partner ecosystem to extend the reach and capabilities of the professional services team.
    • Ensure partners are aligned with Tipalti’s standards and deliver high-quality services.
  5. Capacity Planning:
    • Develop and implement capacity planning processes to ensure the team can meet current and future demand.
    • Monitor resource utilization and adjust staffing levels to optimize efficiency and effectiveness.
    • Collaborate with other departments to forecast and plan for upcoming projects and initiatives.
  6. ERP and Related Implementations:
    • Leverage deep expertise in ERP and related implementations to guide the team and ensure successful project outcomes.
    • Stay current with industry trends and best practices to improve service offerings continuously.
    • Provide strategic direction and thought leadership in ERP and financial systems implementations.
  7. Customer Engagement:
    • Serve as a trusted advisor to customers, understanding their needs and ensuring Tipalti’s solutions meet their business objectives.
    • Create and implement a process for regular customer reviews and feedback to drive continuous improvement.
    • Represent Tipalti at industry events, conferences, and customer meetings.

About you 

  • Bachelor’s degree in Business, Finance, Information Technology, or a related field; MBA or an advanced degree preferred.
  • 10+ years of experience in professional services, with a strong background in delivering customer projects and managing P&L.
  • Proven experience in ERPs (such as Workday, Oracle Fusion, SAP S/4 Hana, etc), integrations into ERPs, and related implementations, with a deep understanding of financial systems and processes.
  • Demonstrated success in managing global teams and driving high performance and customer satisfaction levels.
  • Strong partner management skills, with the ability to build and maintain strategic relationships.
  • Excellent capacity planning and resource management abilities.
  • Exceptional communication, negotiation, and interpersonal skills.
  • Ability to travel as needed to support global operations and customer engagements.

Our benefits package includes:

  • Competitive salary and stock options
  • Matching 401K and RRSP
  • Extended benefits, Employee Assistance Program, life insurance, AD&D, LTD
  • Maternity, Paternity and Fertility Treatment benefits
  • 15 days of PTO
  • Phone/internet allowance 
  • Multiple ERG groups celebrating our diversity and creating an inclusive culture

Tipalti’s sales teams drive global growth for our best-in-class product. Whether you are an account executive, sales development representative, or solutions consultant, you’ll be joining a team of individuals who thrive within a fast-paced, metrics- and performance-driven sales organization. Our collaborative culture ensures that our sales teams work as one to deliver on common goals, whilst being provided with the resources to learn and grow via the Tipalti Academy.

Our tech teams are the engine behind our business. Tipalti’s tech ecosystem is extremely rich and we continually add new features to our products, ensuring that we respond to our clients’ needs at scale. Our tech teams retain a fast-paced, start-up vibe that encourages innovation and critical thinking. At Tipalti, you’ll have the opportunity to work with a diverse, global team of engineers, developers and product leaders who are collectively building the future of our best-in-class product suite as we transform financial operations for the future.

#LI-KR

 

Interested in learning more about us?

Tipalti is the only company handling both global partner payments and accounts payable workflows for high-velocity companies across the entire financial operations cycle: onboarding and managing global suppliers, instituting procurement controls, streamlining invoice processing and approvals, executing payments around the world, and reconciling payables data across a multi-subsidiary finance organization. Tipalti enables companies to scale quickly by making payables strategic with operational, compliance, and financial controls. Through Tipalti, our clients can efficiently and securely pay thousands of partners and suppliers in 196 countries within minutes. 

Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 98% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.

Accommodations
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, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.

Privacy
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 below:

TipaltiJob Candidate Privacy Notice | Tipalti

www.tipalti.com/privacy/job-candidate-privacy-notice/

 

 

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CEO of Tipalti
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Chen Amit
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What You Should Know About Professional Services Leader, Tipalti

Join Tipalti as a Professional Services Leader and step into a vital role within one of the world’s fastest-growing fintech companies. At Tipalti, we’re on a mission to revolutionize finance operations and free finance professionals to lead through modernization. With an impressive valuation of over $8.3 billion, our collaborative culture and commitment to excellence are the hallmarks of our work. You’ll be at the helm of a global professional services team, ensuring successful delivery of customer projects while driving strategic direction and managing the Professional Services P&L. This position is ideal for someone with a strong background in ERP implementations and team management. Your responsibilities include developing high-performing teams, overseeing project delivery, managing finances, and maintaining vital partner relationships. As you shape best practices and methodologies, your deep knowledge of financial systems will position Tipalti at the forefront of industry trends. If you are passionate about creating engaging customer experiences and leading a diverse team toward success, this role could be your chance to thrive. Ready to make an impact while enjoying a competitive salary, flexible work arrangements, and extensive benefits? Let’s work together and continue redefining the future of finance.

Frequently Asked Questions (FAQs) for Professional Services Leader Role at Tipalti
What are the main responsibilities of the Professional Services Leader at Tipalti?

The Professional Services Leader at Tipalti is responsible for leading a global team that ensures successful project delivery for clients, managing the Professional Services P&L, and driving strategic direction for service offerings. You’ll oversee project timelines and budgets, implement best practices, and manage partner relationships to enhance customer satisfaction.

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What qualifications are required for the Professional Services Leader position at Tipalti?

Candidates for the Professional Services Leader position at Tipalti should ideally possess a Bachelor’s degree in Business or a related field, with an MBA preferred. Additionally, a minimum of 10 years of experience in professional services is required, along with a strong background in ERP implementations and managing teams to deliver high customer satisfaction.

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How does the Professional Services Leader contribute to customer project delivery at Tipalti?

The Professional Services Leader plays a crucial role at Tipalti by ensuring that all customer projects are delivered on time, within scope, and budget. This involves setting clear expectations for the team, monitoring project performance, and acting as an escalation point for any issues, all while maintaining a focus on enhancing customer satisfaction.

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What skills are important for success as a Professional Services Leader with Tipalti?

To thrive as a Professional Services Leader at Tipalti, strong leadership and team management skills are essential. Additionally, expertise in ERP systems, financial processes, excellent communication, and the ability to manage strategic relationships are vital for optimizing project outcomes and fostering a culture of collaboration.

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What does the work culture look like for the Professional Services Leader at Tipalti?

At Tipalti, the work culture is driven by collaboration, respect, and a shared commitment to excellence. As a Professional Services Leader, you'll lead a diverse team, encouraging innovation and critical thinking while ensuring that everyone checks their egos at the door to achieve common goals together.

Join Rise to see the full answer
Common Interview Questions for Professional Services Leader
Can you describe your experience with ERP implementations?

In your response, detail specific ERP systems you have worked with, the roles you played, and the outcomes achieved. Highlight your strategic approach to managing implementations, incorporating best practices, and improving processes.

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How do you prioritize and manage multiple projects simultaneously?

Explain your method for prioritizing tasks based on project deadlines, importance, and team capacity. Discuss tools or systems you utilize for tracking project status and resource allocation effectively.

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What strategies do you employ to foster a high-performing team?

Highlight your approach to mentorship, setting performance expectations, and providing feedback. Discuss how you encourage collaboration and continuous improvement within your team to achieve exceptional results.

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How do you handle conflicts within your team or with clients?

Share your conflict resolution strategies, emphasizing your communication skills and the importance of finding common ground. Provide examples of past successes in resolving conflicts effectively to maintain team cohesion and client relationships.

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What is your approach to P&L management in professional services?

Detail your experience with financial analysis and budgeting in professional services. Discuss how you set financial targets, monitor financial performance, and implement strategies to optimize revenue and profitability.

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Can you provide an example of a challenging project and how you overcame obstacles?

Describe a specific project, outlining the challenges faced. Focus on your approach to problem-solving and working with your team and stakeholders to navigate the obstacles and achieve project objectives.

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How do you maintain relationships with partners and stakeholders?

Explain your relationship-building strategies, emphasizing communication, trust, and alignment on goals. Provide examples of how these relationships have led to successful project outcomes.

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What tools and methodologies do you prefer for project management?

Discuss project management tools you've successfully used, such as Agile, Scrum, or other frameworks. Highlight how these methodologies improve efficiency, accountability, and ultimately drive project success.

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What metrics do you track to measure success in professional services?

Identify key performance indicators you focus on, such as project timelines, budget adherence, customer satisfaction scores, and team productivity. Provide examples of how you use these metrics to drive continuous improvement.

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What inspires you about working in the fintech industry, especially at Tipalti?

Share your passion for fintech and how Tipalti’s mission and values resonate with you. Discuss how you see the role of technology in transforming financial operations and your excitement about contributing to this dynamic field.

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A Vision for Global AP Automation Founded in 2010 by serial entrepreneur Chen Amit and VC Oren Zeev, Tipalti was created to address the difficulties associated with making mass global payments. Tipalti strategically positions innovative companie...

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Full-time, remote
DATE POSTED
March 4, 2025

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