Tipalti · 1 week ago
Business Operations Analyst - Card LOB
Plano, TX
Full-time
Hybrid
Senior Level
5+ years expTipalti is an AI-powered platform for finance automation, and they are seeking a Business Operations Specialist for their Card Line of Business. The role involves tracking financial performance, optimizing operational processes, and ensuring data integrity while providing insights to support strategic business growth.
AccountingFinancial ServicesFinTechPaymentsSoftware
Responsibilities
End-to-End Performance Tracking & Reporting: Build and own the "Card LOB Master View," tracking metrics across the entire customer lifecycle. Deliver monthly reporting that bridges the gap between teams, analyzing client acquisition, Supplier Enrollment, and Payment Delivery throughput, and ensuring leadership understands operational capacity, efficiency, and conversion rates at every stage
Forecasting & Revenue Analysis: Manage monthly revenue reporting and provide data-driven forecasting. Identify bottlenecks ("stuck" revenue) and predict future performance based on current pipeline velocity
Strategic Dashboards & Data Storytelling: Maintain high-visibility dashboards (Excel, Salesforce) and collaborate with the central Data Team to provide real-time snapshots of funnel health and financial KPIs. Go beyond reporting complex funnel data; analyze the numbers to explain the meaning and implications, synthesizing insights into polished, executive-level PowerPoint presentations
Workflow Management & Optimization: Support critical processes including supplier onboarding workflows, pipeline management, and non-standard client reward calculations. Evaluate existing workflows to identify manual bottlenecks (from opportunity identification through to final delivery); recommend and implement automations to streamline operational efficiencies and revenue throughput
Proactive Gap & Bottleneck Analysis: Identify operational lags—such as a lag in sales-to-enrollment handoffs—that are impacting revenue execution, and work with the relevant teams to design and implement solutions
AI/Automation Integration: Leverage AI tools (ChatGPT, Copilot, etc.) to expedite data preparation, automate routine reporting cycles, and enhance the speed of insight generation
Data Governance & Hygiene: Act as the "gatekeeper" for data hygiene, managing deduplication and routine audits to ensure high integrity of the external supplier and card client data sourced by the Card team so it remains the definitive source of truth
System Administration: Partner with platform owners to ensure Salesforce and project management tool configurations capture the data points necessary to track the full lifecycle of a Card client
Pre-Sale Analysis Support: Oversee the QA and delivery of custom opportunity analysis used during pre-sale discovery, ensuring the sales team has accurate, data-backed insights to win deals
Opportunity Identification: Leverage internal and external datasets to identify and surface new prospective opportunities, providing the customer-facing teams with high-potential leads
Qualification
Required
5+ years in Business Operations, Sales Operations, or Revenue Ops, specifically supporting a business unit with a complex sales-to-delivery lifecycle
Advanced Excel/Google Sheets (forecasting models, macros, complex formulas) and Salesforce (reporting, funnel tracking, and dashboarding)
Experience partnering with data teams to deliver dashboards in Power BI, Tableau, or Sigma
Bachelor's degree in Business, Finance, Economics, or a related field
Benefits
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
Company
Tipalti
Tipalti is a global payables automation platform that provides a cloud solution to scale and automate global payables operations.
1001-5000 employees
H1B Sponsorship
Tipalti has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (4)
2023 (1)
2022 (10)
2021 (5)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
$915MKey Investors
Hercules CapitalG SquaredDurable Capital Partners
2025-09-24Debt Financing· $200M
2023-05-15Debt Financing· $150M
2021-12-08Series F· $270M
Leadership Team
Chen Amit
CEO
Manish Vrishaketu
Chief Customer and Operating Officer
Recent News
2026-01-16
2025-12-10
Company data provided by crunchbase