Card Optimization Manager

Position Summary

Tipalti is seeking a Card Optimization Manager to accelerate the adoption of our Card solutions and drive strategic growth within our Scalable customer portfolio. Reporting to the VP of Card, this highly visible role offers a unique opportunity to directly impact a core revenue stream while helping shape the strategy of a fast-growing team.

This client-facing position requires a blend of strong relationship management and sales acumen to drive adoption through effective, customized outreach at scale. As a Card subject matter expert (SME), you will translate strategy into tangible execution—proactively identifying optimization opportunities and leading cross-functional initiatives to enhance the customer journey. Your primary goal is to maximize card adoption and long-term engagement, ensuring our Scalable clients realize the full value of Tipalti while successfully achieving key retention and revenue targets.

Why join Tipalti?

Tipalti is the AI-powered platform for finance automation, elevating how finance teams operate in the global economy. We empower our customers to scale faster and smarter by removing the complexities of doing global business and accelerating their finance operations efficiency. Our platform provides a comprehensive suite of finance automation solutions designed for mid-market businesses across accounts payable, global payouts, procurement, employee expenses, corporate cards, supplier management, tax compliance, and treasury. Tipalti partners with leading financial institutions such as Citi, Wells Fargo, J.P. Morgan, and Visa, enabling over 5,000 global companies to efficiently and securely pay millions of suppliers and payees across 200+ countries and territories, in 120 currencies.

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, Tbilisi and Medellin.

In this role, you will be responsible for:

• 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.

The Ideal Candidate

The ideal candidate is a proactive operator who can navigate the complexities of a fast-growing fintech organization. We are looking for:

• Self-Directed Ownership: The ability to work with a high degree of independence while maintaining the judgment to know when to escalate issues or seek guidance.
• Portfolio & Pipeline Management: Proven experience managing a large portfolio of accounts and a structured pipeline of opportunities with a focus on high-velocity execution.
• Sales Acumen: Strong ability to articulate value propositions, handle client objections, and effectively navigate the Tipalti organization to drive results.
• Subject Matter Expertise: A solid grasp of B2B Card/Virtual Card offerings and the ability to communicate the value of card adoption to diverse stakeholders.
• Collaborative Mindset: A track record of working effectively with cross-functional teams to drive projects toward timely and successful execution.
• Results-Oriented: A track record in a client-facing role that balances relationship building with a focus on hitting revenue and adoption KPIs

About you 

• Educational Background: Bachelor’s degree in finance, business, marketing, or a related field.
• Professional Experience: 3–5 years of professional experience, ideally in sales or account management within commercial credit cards, virtual cards, or B2B payments.
• Technical Proficiency: Experience with CRM tools (e.g., Salesforce), MS Excel, MS PowerPoint, and Google Suite.
• Analytical Skills: Strong analytical and problem-solving skills with high attention to detail, specifically regarding spend analysis and data-driven recommendations.
• Domain Knowledge: A strong understanding of supplier enablement strategies and payment workflows.

Communication: Excellent written and verbal communication skills, with the ability to present complex financial solutions clearly to both clients and internal stakeholders.

Our benefits package includes:

• 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 

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.