Card Optimization Manager
Tipalti
full-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Lead client-facing engagement to increase Tipalti Card adoption and revenue across the existing Scalable customer base.
- Maintain and advance a high-volume pipeline of optimization opportunities, ensuring consistent movement from identification through to successful card adoption.
- Design and execute customized client outreach strategies, including managing opt-in programs and coordinating supplier campaigns.
- Perform comprehensive analysis of client supplier files to identify virtual card optimization opportunities and provide actionable recommendations for supplier enablement and card adoption.
- Provide SME support during the sales cycle and project kickoffs to ensure optimal card configuration and adoption from day one.
- 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.
- Partner with Sales, Customer Success, Onboarding, Product, Marketing and Payment Ops to align on strategy and ensure a seamless customer experience.
- Monitor, report, and present progress across all stages of active projects, including final results and identification of future payment optimization opportunities.
- Continuously evaluate and improve business processes related to card adoption and supplier enablement to increase team efficiency and revenue growth.
Requirements
- 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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisspend analysispayment optimizationsupplier enablement strategiesB2B paymentsvirtual cardscommercial credit cards
Soft skills
analytical skillsproblem-solving skillsattention to detailcommunication skillspresentation skills