Tipalti | Operations Analyst

On behalf of Tipalti, SD Solutions is looking for a talented Operations Analyst to step onto a fintech unicorn rocketship!

As an Operations Analyst, you will partner across our Operations teams (Customer Success, Support, Onboarding, Engineering Support, Payment Ops, Compliance) to drive operational excellence through data, automation, and AI-enabled workflows. You will analyze customer and operational data, build reporting frameworks, and implement scalable processes that improve efficiency, customer outcomes, and business performance. This role is ideal for someone who is both data-driven and eager to apply AI to real operational problems.

SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.

Responsibilities:

Data & Insights

• Analyze operational and customer data to identify trends, risks, opportunities, and performance drivers.
  
• Strategize on dashboard and reporting frameworks that surface insights to leadership and frontline teams.
  
• Define and maintain core data hygiene, governance, and quality practices.
  
• Develop predictive models or scoring logic (e.g., churn risk, health scores, NPS, segmentation) with support from data partners.

Performance & Reporting

• Own KPI development and performance tracking for operational and customer outcomes.
  
• Lead forecasting, capacity planning, and trend reporting for renewals, support volume, and product usage.
• Produce insights and recommendations that inform prioritization, strategic planning, and quarterly business reviews.
  

AI & Automation

• Design and implement automation and AI workflows to streamline repetitive processes and improve efficiency across Ops.
  
• Evaluate, deploy, and maintain AI tools (e.g., workflow automation, ticket summarization, forecasting models).
  
• Partner with teams to improve data accessibility and expand automation opportunities.
  

Process Improvement & Operational Infrastructure

• Map, optimize, and document customer-facing and internal processes for scalability and clarity.
  
• Improve customer onboarding, milestone tracking, and adoption workflows.
  
• Standardize playbooks, scorecards, and journey frameworks across customer lifecycle stages.
  

Cross-Functional Partnership

• Work closely with Product to relay customer signals and influence roadmap prioritization.
  
• Collaborate with Customer Success and Support leaders to design feedback loops and escalation paths.
• Support enablement and training for internal teams on new processes, systems, dashboards, and AI tools.

Requirements:

• Bachelor’s degree in Business, Analytics, Operations, Finance, or related field; or equivalent experience.
  
• 3+ years experience in operations, business intelligence, data analytics, or similar scaled operational function.
  
• Strong proficiency in Excel/Sheets, SQL, and BI tools (e.g., Power BI, Looker, or similar).
  
• Experience leveraging or implementing AI or automation tools (e.g., Gemini, Glean, GPT-based workflows, Zapier, Gainsight automation, etc.).
  
• Ability to turn raw data into insights and clear recommendations.
  
• Strong communication and cross-functional collaboration skills.
  
• Comfortable operating in a fast-paced and evolving environment.
  

Advantages:

• Experience in Customer Success Operations, Support Operations, or Revenue Operations.
  
• Familiarity with CRM and CX systems (e.g., Salesforce, Zendesk, Gainsight).
  
• Experience in FinTech, SaaS, or Payments.
  
• Exposure to scripting languages (Python or similar) is a plus.

About the company:

Tipalti is transforming finance and helping the hottest companies grow and scale their global finance operations. We’re also growing through a sustainable business model and looking to remove days of finance work every week so business leaders can focus on building a future-proofed, best-in-class finance operation.

World-changing businesses like Amazon, Twitch, Twitter, and Roblox use Tipalti to automate and scale their finance operations. The only way we can continue to support companies looking to transform their FinOps functions through our platform is with great people. It is a global payables automation platform that provides a cloud solution to scale and automate global payables operations. The startup has already raised $565M funding.

🌍 Tipalti: Shaping Global Finance Since 2010.

🏢 Silicon Valley Fintech Company.

🌐 1000+ Employees Worldwide.

🏢 Global Offices in CA, London, Tel Aviv, Tbilisi, Medellin, Toronto, Vancouver and more.

📈 2500+ Trusted Clients including Amazon, GoDaddy, Roblox, Twitch.

💰 $550M+ Total Funding

💡Driving Financial Evolution.

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