Position Summary

We are looking to add a team member to support our Deal Desk function and drive our growing GTM function in closing worldwide deals, evaluating deal sizing, leveraging pricing strategy, facilitating contract review and ensuring optimal economics for each opportunity. Reporting to the Director, Sales Finance, the Deal Desk Manager will be a key business partner reporting up through Finance but supporting our global Sales organization working with AEs, Sales Operations, Product Management, Legal, and Finance leadership to deliver analytical solutions and pricing strategies to meet business objectives. We are seeking an individual who has high-energy, thrives where things move fast, and deadlines must be hit without exception.

For this role, an analytical mindset and attention to detail are imperative. Successful candidates will be problem solvers with strong intrapersonal skills, allowing them to introduce healthy friction into deal negotiation while maintaining strong and productive rapport with the Sales team. Furthermore, the candidate will lay the foundation for the Deal Desk function and ensure the infrastructure and team can scale efficiently with the growth of the business.

Candidates will imperatively blend finance, legal, and accounting acumen as well as general strong business judgment. There is a lot of building to do. We’re looking for folks who know what good looks like, but who are flexible, resourceful, collaborative and really excited to join us on our adventure to drive future growth for Tipalti.

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:

• Serve as a trusted advisor to the global Sales team as a subject matter expert in processing deal opportunities, reviewing discount approval, ensuring compliance with published policies and accelerating deal efficiency.
• Actively monitor the Deal Desk queue for AE deal requests, ensuring requests are addressed thoughtfully and with urgency.
• Own oversight for reviewing and approving deal sizing.
• Perform financial analyses to evaluate and optimize opportunity profitability.
• Collaborate with relevant internal stakeholders and cultivate strong partnerships (Sales, Legal, Accounting, Operations, Product) to identify acceptable options to facilitate deal closure.
• Prepare analytical models, calculators, etc. to evaluate strategic pricing decisions.
• Assist in building and maintaining effective infrastructure, processes and tools for the Deal Desk function.
• Maintain and enforce agreed-upon approval processes and SLAs.
• Support various ad-hoc Sales Finance analyses and activities.

About you

• Undergraduate degree in Business, Finance, Economics, Strategy, Statistics or other relevant majors.
• 8+ years of experience in Deal Desk, Finance, or Sales Operations roles.
• Excellent analytical skills, strong attention to detail with the ability to understand the big picture.
• Strong interpersonal, verbal and written communication skills.
• Confident self-starter, ability to work independently in a fast paced, changing environment where the overall process is evolving.
• Team player mindset, taking satisfaction from sales representatives closing deals and teams achieving quota goals.
• Ability to deliver high-quality work products that are accurate, timely, and insightful.
• Experience delivering against multiple priorities at the same time along with strong planning capabilities and the ability to work in a dynamic environment.
• Proficient with Excel, SFDC and CPQ tools.

Our benefits package includes:

• Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
• 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
• 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

#LI-Hybrid