Senior Associate, Professional Services
Auditoria.AI
Sales & Business Development
Santa Clara, CA, USA
Posted on Mar 3, 2026
Senior Associate, Professional Services
Santa Clara, CA • US
Professional Services
Remote • Remote
Full-time
About Us
We're an AI-driven SaaS automation provider for corporate finance that automates back-office business processes involving tasks, analytics, and responses in Accounts Payable and Accounts Receivable. By leveraging natural language processing, artificial intelligence, and machine learning, based on proprietary small language models and commercial LLMs, Auditoria removes friction and repetition from mundane tasks while automating complex functions and providing real-time visibility into cash performance. Corporate finance and accounting teams use Auditoria to accelerate business value while minimizing heavy IT involvement, improving business resilience, lowering attrition, and accelerating business insights.
Founded in 2019 and backed by KPMG, Workday Ventures, Dell Technologies, Venrock, Innovius Capital, Sentinel Global, NeoTribe Ventures, Engineering Capital, and Firebolt Ventures, we build AI Team Mates that drive intelligent automation by combining fine-grained analytical orchestration of a company's typical financial and audit workflows with conversational AI, delivering rapid value to the finance/audit back office.
We've received numerous awards including:
- CBInsights Fintech 100 - 2025
- Global Excellence Awards - Best AI-Driven Finance Automation Platform - 2025 Winner
- Q3 2024 Constellation ShortList™ for AI-Driven Cognitive Applications for the fifth year in a row.
- The Gartner Emerging Tech Impact Radar: Artificial Intelligence Report 2024 named Auditoria as a sample vendor for Composite AI.
- Named a sample vendor for intelligent applications in finance in the Hype Cycle for Autonomous Accounting, 2024, the Hype Cycle for Finance AI and Advanced Analytics, 2024, and the Hype Cycle for the Future of Enterprise Applications, 2024 reports.
About the Role
Join Auditoria’s growing Professional Services team as a Senior Associate, where you’ll play a critical role in delivering cutting-edge AI-driven automation solutions to finance teams at Fortune 1000 companies. In this position, you’ll take ownership of project execution while partnering closely with senior architects, product teams, and enterprise clients to accelerate implementation timelines and deliver high-impact results.
This is a great opportunity for a hands-on SaaS implementation professional looking to expand into strategic delivery, process improvement, and client leadership in a fast-growing, AI-first environment.
Key Responsibilities
Client Implementation:
- Own and execute key components of the implementation process for Auditoria’s AP and AR products, including requirements gathering, configuration, testing, and go-live activities.
Project Ownership:
- Manage timelines, tasks, and risks for assigned projects. Ensure smooth delivery in collaboration with cross-functional teams and clients.
Stakeholder Communication:
- Act as the primary day-to-day contact for clients during implementation phases, providing updates, resolving issues, and managing expectations.
Process Improvement:
- Contribute to internal best practices, playbooks, and delivery templates to help scale our implementation methodology.
Product Knowledge:
- Develop deep expertise in Auditoria’s product suite and how it integrates with ERPs, email systems, and finance operations.
Collaboration:
- Work closely with Solution Architects, Product Managers, and Customer Success to ensure each implementation aligns with business goals and technical requirements.
Enablement & Documentation:
- Create and maintain client-facing documentation and internal project records that support consistent delivery and knowledge sharing.
Qualifications
- 2–4 years of experience in Professional Services, SaaS implementation, or enterprise software delivery.
- Familiarity with enterprise software systems (e.g., Workday, SAP, NetSuite).
- Experience with API-based integrations, cloud-based applications, or finance automation tools.
- Basic understanding of financial processes such as procure-to-pay (P2P) and order-to-cash (O2C).
- Excellent written and verbal communication skills. Ability to manage both technical and non-technical stakeholders.
- Detail-oriented and capable of managing multiple projects simultaneously in fast-paced environments.
- Bachelor’s degree in Business, Computer Science, Finance, Accounting, or a related field.
- Must be currently authorized to work in the United States without employer sponsorship, as we are unable to sponsor or transfer visas for this position.
- Remote candidates living in the United States will be considered.
Preferred Qualifications
- Workday Financial Management certification(s)
- Certified Public Accountant (CPA)
- Experience with SaaS implementation methodologies
- Familiarity with business process automation and workflow platforms
- Experience working with Fortune 1000 clients
Benefits & Perks
- Competitive compensation package
- Early-stage equity options
- Comprehensive health and medical benefits
- Generous PTO policy
- Flexible work environment
- Opportunity to shape the future of AI in enterprise finance
- Collaborative, innovation-driven culture
Auditoria.AI is an equal opportunity employer committed to building a diverse and inclusive team. We welcome candidates of all backgrounds passionate about combining cutting-edge AI with practical business solutions.
Please no third party recruitment agencies/vendors at this time, thank you.
Req ID: R12