Card Optimization Manager

Join to apply for the Card Optimization Manager role at Tipalti
.

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  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.

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.

• 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 Stella 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.

• Self‑Directed Ownership: The ability to work with a high degree of independence while maintaining the judgment to know when to elevate 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…