Operations Analyst

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.

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:

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.

About you

• Bachelor’s degree in Business, Analytics, Operations, Finance, or related field; or equivalent experience.
• Proven experience in operations, business intelligence, data analytics, or similar scaled operational functions.
• 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.
• Experience in Customer Success Operations, Support Operations, or Revenue Operations, that would be an advantage.
• Familiarity with CRM and CX systems (e.g., Salesforce, Zendesk, Gainsight) would be advantageous.
• Experience in FinTech, SaaS, or Payments would be advantageous.
• Exposure to scripting languages (Python or similar) is a plus.

Tipalti is posting this job opening for and on behalf of SDS (Cyprus) Limited and/or SDS Tbilisi Limited, LLC (both are hereinafter referred to as “SDS”). Any potential employment and/or consulting arrangements entered into, as it relates to this job opening, will be between you and SDS. Tipalti shall not be held responsible for the information and contents contained in this job posting, or for any issues arising out of or related to this job posting.