Lead Management Administrator - Plano - Tipalti

Description

Position Summary
We are seeking a Lead Administrator to manage and optimize our lead, contact, and account routing within Salesforce, leveraging Leandata. In this role, you will ensure every lead is delivered quickly, accurately, and fairly to the right seller, supporting revenue growth and improving speed-to-lead.
You will apply personal methods and techniques to solution business requirements, operating with significant autonomy to manage the end-to-end routing process. Partnering with Sales, SDR, Marketing, and RevOps teams, you will translate GTM strategy into scalable routing rules and workflows. You will develop reports and dashboards to monitor performance, work with various marketing teams to provide clarity on routing rules and definitions in order to ensure marketing campaign managers understand lead requirements and can maximize their effectiveness at the point of creation, ensuring data and or ICP expectations are understood.
This role sits within our Marketing Operations organization and is ideal for someone who thrives at the intersection of technology, process, and go-to-market execution.
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:
Strategic LeanData Architecture & Governance

• Architect and optimize LeanData routing graphs, matching rules, and decision logic to support complex territory, segment, and persona-based assignments
• Proactively resolve issues with misrouting, sync delays, and data conflicts, independently determining the appropriate methods and techniques for resolution across our integrated systems
• Partner with SFDC admin team and Sales Excellence on strategic initiatives including annual territory planning and GTM reorganizations
• Serve as LeanData / Routing domain expert by leading platform releases, conducting comprehensive testing, and maintaining global documentation standards

Lead Management & GTM Alignment

• Collaborate with SDR, Sales, Alliances, Partner, ABM, and Marketing teams to align routing with GTM strategy by evaluating, recommending, and gaining consensus on routing methodologies and Rules of Engagement
• Provide formal guidance and support to stakeholders on how the processes work and quality thresholds to enhance lead capture effectiveness and ensure leads are actionable
• Architect and own the operational dashboards for department leaders, providing strategic insights on SLA attainment, routing accuracy, and conversion metrics, enforcing accountability across GTM teams
• Define data governance standards across the lead lifecycle to maximize lead quality and CRM integrity
• Lead continuous improvement initiatives to eliminate lead leakage, maximize conversion rates, and maintain data accuracy

Technical Execution & Quality Assurance

• Ensure seamless routing across Salesforce, MAP, enrichment, chat, ABM, sequencing, and RevOps tools
• Conduct rigorous QA testing in sandbox environments prior to production deployment
• Monitor routing performance against SLAs and proactively address system health issues
• Provide training and change communication to go-to-market stakeholders
• Implement Slack alerts for hot leads

About you

• 4+ years of relevant experience with 2+ years in Marketing Ops, Sales Ops, RevOps, or Salesforce Administration
• Hands-on experience in LeanData Matching & Routing (required)
• Demonstrated Salesforce proficiency including object/field design, assignment rules, queues, automation, and report/dashboard creation
• Strong understanding of Salesforce lead/contact/account objects, queues, and assignment rules
• Deep understanding of lead lifecycle management, funnel stages, MQL definitions, and SLA frameworks
• Proven ability to independently troubleshoot complex routing failures and data quality issues
• Excellent communication skills and cross-functional collaboration experience

Preferred Qualifications

• Salesforce Administrator Certification (or equivalent experience)
• Experience with MAPs (Marketo, HubSpot, Pardot), enrichment (ZoomInfo, Clearbit), ABM tools (Demandbase, 6sense), and sequencing (Outreach, Salesloft)
• Understanding of ABM, territory modeling, or complex GTM routing strategies
• Knowledge of APIs, sync troubleshooting, and RevOps data models
• Experience designing operational dashboards for performance accountability

Success Measures

• Improved speed-to-lead and SLA attainment
• High routing accuracy (98%+)
• Reduced duplicates and lead leakage
• Increased SDR productivity and faster first-touch rates
• Shorter time-to-resolution for routing issues

Our benefits package includes:

• Hybrid working model that requires you to be in office Monday, Tuesday, and Thursday
• Competitive salary and stock options
• Matching 401(k)
• 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
Our Mission
Our mission is 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.
Tipalti is fueled by a commitment to our customers and a desire to build lasting connections. Our client portfolio includes high-velocity businesses such as Amazon Twitch, GoDaddy, Roku, , and ZipRecruiter. We work hard for our 99% customer retention rate which is built on trust, reliability and innovation. Tipalti means we handled it" - a mission to which we are constantly committed.
AccommodationsTipalti 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 UseWe 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
PrivacyWe 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