Business Tools & Process Analyst

About the Position

On behalf of Tipalti, SD Solutions is looking for a talented Business Tools & Process Analyst to step onto a fintech unicorn rocketship! We are becoming an AI-first organization and are focusing on a hands-on approach to drive operational excellence through data, automation, and AI-enabled workflows. 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. This role is ideal for someone who is both data-driven and eager to apply AI to real operational problems. You won't just analyze data; you will design, build, and maintain the AI-powered workflows that drive measurable impact across the business.

Responsibilities

• 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.

Requirements

• Experience: 3-5 years 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.

We Offer

• Competitive salary
• Remote work options
• Professional development budget

About the Company

Tipalti is transforming finance and helping the hottest companies grow and scale their global finance operations. We’re also growing through a sustainable business model and looking to remove days of finance work every week so business leaders can focus on building a future-proofed, best-in-class finance operation. World-changing businesses like Amazon, Twitch, Twitter, and Roblox use Tipalti to automate and scale their finance operations. The only way we can continue to support companies looking to transform their FinOps functions through our platform is with great people.

🌍 Tipalti: Shaping Global Finance Since 2010.

🏢 Silicon Valley Fintech Company.

🌐 1000+ Employees Worldwide.

🏢 Global Offices in CA, London, Tel Aviv, Tbilisi, Medellin, Toronto, Vancouver and more.

📈 2500+ Trusted Clients including Amazon, GoDaddy, Roblox, Twitch.

💰 $550M+ Total Funding

💡Driving Financial Evolution.

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