Director – Professional Services

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:

• Hybrid working model that requires you to be in the Plano office on  Monday, Tuesday, and Thursday
• Competitive salary and stock options
• Matching 401K
• 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

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.

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