Our patented AI software is purpose-built for finance to deliver autonomous AP and expense audit for modern teams.
Artificial Intelligence • Finance AI • Expense Audit • Autonomous AP • Mastermind
March 12
🏢 In-office - Bay Area
Our patented AI software is purpose-built for finance to deliver autonomous AP and expense audit for modern teams.
Artificial Intelligence • Finance AI • Expense Audit • Autonomous AP • Mastermind
• Drive cross-functional management of Sales, Marketing, Customer Success, Business Operations teams and Finance/FP&A teams: • Institute and drive programs, projects and processes. • Develop, track and improve analytics, metrics, objectives and goals. • Foster a collaborative, high-performance culture, encouraging teamwork and professional growth. • Develop and implement strategies to drive sales growth and maximize revenue. • Collaborate with the sales team to establish sales targets, quotas, and incentives. • Oversee the sales pipeline, forecasting, and performance analysis. • Ensure efficient sales processes, including lead generation, qualification, and conversion. • Work closely with the marketing team to develop and execute marketing strategies. • Monitor marketing campaigns, analyze performance metrics, and optimize ROI. • Drive lead generation efforts and collaborate with sales to ensure effective lead management. • Develop and implement customer success strategies to enhance customer satisfaction, retention, and expansion. • Establish and monitor customer success metrics and KPIs. • Collaborate with other departments to ensure seamless customer experiences across all touchpoints. • Streamline and optimize business processes, workflows, and systems. • Monitor and analyze key operational metrics to identify areas for improvement and efficiency. • Develop and implement strategies to enhance productivity and operational effectiveness. • Collaborate with cross-functional teams to drive operational initiatives and support business growth. • Foster the design, implementation, and execution of processes for cross-functional areas of our business to provide timely, visible, and clear bottom-up and top-down communication, documentation and reporting. • Lead, monitor and establish visibility and communication of cross-company projects/processes with analytics and content management, with the goal of maximizing information sharing, visibility and enablement. • Collaborate with program and project managers regarding systems and process alignment to enable product delivery plans with stakeholder engagement. • Responsible for creating and delivering status reports on cross-company priority initiatives and operational activities for executives and key stakeholders. • Responsible for identifying and reporting roadblocks, risks, and critical dependencies; and ensuring the important ‘stuff’ gets done. • Identify and ensure ownership for and that processes across the organization are living and amended as required; establish and maintain a metrics program to measure results.
• Minimum of 8 years of previous operations experience in similar roles. • Bachelor’s degree in business or science with PMP designation preferred. • MBA preferred. • 8+ years’ experience in project management, analytical problem-solving capabilities, previous operational excellence experience and a demonstrated track record of implementing operational improvements. • Experience in fast paced, SaaS companies working with international teams and reports including US, India and Europe. • Demonstrated experience managing and leading Sales, Marketing, Customer Success, Business Operations teams and Finance/FP&A teams. • Demonstrated experience and success managing metrics and KPIs in these operation functions, including pipeline generation, conversion rates and win-loss analysis. • Strong strategic and analytical skills with the ability to identify opportunities and solve complex problems. • Proven track record of developing and implementing successful operational strategies. • Excellent leadership skills with the ability to motivate and inspire teams. • Strong interpersonal and communication skills to collaborate effectively with stakeholders at all levels. • Extremely strong organizational skills and business acumen. • Proven ability to drive results and meet or exceed targets and objectives. • Data-driven mindset with a focus on performance metrics and continuous improvement. • Solid understanding of the sales, marketing, and customer success functions. • Familiarity with business operations, including process optimization and efficiency.
• Competitive salary package and bonus or variable incentive pay depending on role. • Comprehensive medical, dental, vision and life insurance benefits. • Unlimited PTO. • Paid parental leave for eligible employees. • 401(k) match. • $250 annual reimbursement for continuous learning. • Onsite gym access for HQ (San Jose) employees. • Lots of office perks like snacks, happy hours, company events. • These benefits are only applicable to full time employees.
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