Senior Associate, Professional Services in Santa Clara, California at Auditoria.AI
Recently UpdatedEmployment Type: Full-Time
Auditoria.AI
Santa Clara, California, United States
Posted on
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Job Description
About the Role
Key Responsibilities
Qualifications
Preferred Qualifications
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.
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
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Job Location
Santa Clara, California, United States
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