Business Tools

We are searching for a talented Business Tools & Process Analyst to step onto a fintech unicorn rocketship This role is ideal for someone who is both data‑driven and eager to apply AI to real operational problems. You will partner across our Operations teams – including Customer Success, Support, Onboarding, Payment Ops, and Compliance – to identify opportunities for efficiency and translate them into working, scalable solutions. By designing, building, and maintaining AI‑powered workflows, you’ll deliver measurable impact across the business. 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 solutions 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. We offer 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 Data Strategy & Insights Analyze operational and customer data to identify trends, risks, and performance drivers. Strategize and build reporting frameworks and dashboards that surface insights to leadership and frontline teams. Develop predictive models and scoring logic (e.g., churn risk, health scores) to inform strategic planning. Maintain core data hygiene, governance, and quality practices to ensure reliability. AI & Automation Collaborate with leaders to identify automation opportunities and bring user stories to life through working solutions. Design, configure, and maintain AI workflows using tools such as Gemini, Glean, Workato, UIPath, and other automation platforms. Build and iterate on automations (e.g., ticket summarization, forecasting models), ensuring they are effective and user‑friendly. Monitor and troubleshoot live workflows to ensure they adhere to standards for security, compliance, and reliability. Track and ensure adoption of AI and workflows. Process Optimization & Infrastructure Map and optimize customer‑facing and internal processes for scalability. Improve onboarding, milestone tracking, and adoption workflows to enhance customer outcomes. Standardize playbooks, scorecards, and journey frameworks across the customer lifecycle. Document automations and develop playbooks to support scale and adoption across teams. Cross‑Functional Partnership Partner with Product teams to relay customer signals, trial new AI capabilities, and influence roadmap prioritization. Collaborate with CS and Support leaders to design feedback loops and escalation paths. Lead enablement and training for internal teams on new processes, systems, and AI tools. About You Solid experience in operations, business intelligence, or automation engineering. Technical proficiency: strong expertise in SQL, BI tools (Power BI), and Excel/Sheets. AI/Automation expertise: hands‑on experience implementing AI or workflow automation platforms (e.g., Workato, UIPath, Gainsight automation). Systems knowledge: familiarity with CRM and CX systems like Salesforce, Zendesk, or Gainsight. Problem solver: ability to turn raw data into insights and clear recommendations. Builder mindset: “AI‑curious” and persistent; comfortable failing fast and iterating until a solution works. Communicator: clear communicator who can make complex workflows easy for non‑technical teams to understand. Our Mission 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. 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 built on trust, reliability, and innovation. 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 for assistance. AI Use We may use artificial intelligence and automated systems (collectively “AI”) to screen, assess, and select candidates during our recruitment process. This includes resume screening, skills assessment, and candidate matching. You have the right to request human review of any automated decision. For more information about how we collect and use personal data and information during recruitment, please refer to our Job Candidate Privacy Notice. For additional questions about our use of AI during our recruitment process, you can contact Privacy 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 #J-18808-Ljbffr