What are the responsibilities and job description for the Process Optimization Manager position at Tipalti?
We’re becoming an AI-first organization, and the Strategic Initiatives team needs a hands-on AI Process Engineer to make that vision real. This role is about execution: designing, building, and maintaining AI-powered workflows that drive measurable impact across Operations.
You’ll partner closely with Operations and Product teams to translate opportunities into working automations. From testing new tools to rolling out pilots and refining them based on feedback, you’ll ensure that AI becomes part of how we work every day.
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
Our mission is to elevate 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. We are the AI-powered platform that automates finance.
Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.
Accommodations
Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.
As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.
Privacy
About
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:
Job Candidate Privacy Notice | Tipalti
www.tipalti.com/privacy/job-candidate-privacy-notice/
You’ll partner closely with Operations and Product teams to translate opportunities into working automations. From testing new tools to rolling out pilots and refining them based on feedback, you’ll ensure that AI becomes part of how we work every day.
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
- Collaborate with leaders in Support, Customer Success, Onboarding, Payment Ops, Engineering Support, and Compliance to identify opportunities for AI automation — then bring their user stories to life through working solutions.
- Design, configure, and maintain workflows using tools such as Gemini, Glean, Workato, and other AI/automation platforms.
- Build, test, and iterate on automations, ensuring they are effective, reliable, and user-friendly.
- Monitor and troubleshoot live workflows, updating as business needs evolve.
- Partner with Product teams to trial new AI capabilities and integrate them into day-to-day operations.
- Document automations and develop playbooks to support scale and adoption across teams.
- Help define and implement governance processes — ensuring automations follow standards for reliability, security, and compliance.
- 3–5 years of experience in automation engineering, business systems, or related roles with hands-on expertise in AI and workflow automation platforms.
- AI-curious: you don’t need to be an expert, but you’re eager to learn, experiment, and apply AI to real business problems.
- Data-driven problem solver: you use data to prioritize, measure, and improve solutions.
- Persistent learner: you’re comfortable failing fast, iterating, and trying again until the solution works.
- Process-oriented: you think in terms of workflows, consistency, and scalability.
- Strong work ethic: you take ownership, follow through, and care about delivering results teams can rely on.
- Familiarity with AI and automation platforms (Gemini, Glean, Workato, Zapier, RPA tools) and/or scripting (Python, JavaScript) is a plus.
- Clear communicator and documenter — you make complex workflows easy to understand and adopt.
- 90 days: Multiple live automations deployed, eliminating manual effort in Ops teams.
- 6 months: A growing library of reliable AI workflows, documented playbooks, and basic governance standards in place.
- 12 months: AI-powered processes consistently delivering measurable efficiency and accuracy improvements across Operations.
- 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
Our mission is to elevate 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. We are the AI-powered platform that automates finance.
Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, WordPress.com, and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.
Accommodations
Tipalti champions inclusive teams, in which every voice counts. We are committed to recruiting diverse candidates with varied personal experiences and abilities. We welcome applications from candidates belonging to historically underrepresented or disadvantaged groups, and maintain an equitable Talent Acquisition process that is free from discrimination.
As an equal opportunities employer, Tipalti complies with employment and human rights laws across the various jurisdictions in which we operate. Should you require reasonable adjustments or accommodations during the recruitment process, including access to alternate formats of materials, meeting spaces, or other accommodations that could better enable your full participation, please reach out to hr@tipalti.com for assistance.
Privacy
About
We are committed to protecting the privacy interests of job applicants and candidates. For more information about our privacy practices during our Talent Acquisition process, please refer to our Job Candidate Privacy Notice below:
Job Candidate Privacy Notice | Tipalti
www.tipalti.com/privacy/job-candidate-privacy-notice/
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