Director of Operations, AppZen
GTM/Revenue
$175-220k
Office located in San Jose, CA
AI software for finance teams
Open for applications
AI software for finance teams
201-500 employees
Open for applications
$175-220k
Office located in San Jose, CA
201-500 employees
Company mission
To help modern finance teams lead the way with artificial intelligence.
Role
Who you are
- Minimum of 8 years of previous operations experience in similar roles
- Bachelor’s degree in business or science with PMP designation 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, or Business Operations teams
- 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
What the job involves
- This role will report to our Senior Vice-President of Global Field Operations
- Drive cross-functional management of Sales, Marketing, Customer Success and Business operations
- 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
- Sales Operations:
- 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
- Marketing Operations:
- 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
- Customer Success:
- 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
- Business Operations:
- 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
Our take
AppZen is setting out to help companies cut down on the expensive and time-consuming process of auditing expense reports with its suite of smart AI tools. As its AI solution is also more accurate than manual finance processes, it greatly reduces human error which can lead to duplicate spend or overlooking instances of fraud.
Boasting an 80% reduction in processing times and a 5% reduction in total spend, AppZen has swiftly established itself as a leader in AI finance software. It is used by over a thousand finance teams in enterprises such as Amazon, Nvidia, and Salesforce.
AppZen faces a large number of competitors in the finance automation space, with startups such as Expensify and Spendesk operating in the sector along with industry stalwarts such as SAP developing their own solutions. However, Appzen has carved out a strong early lead and has a large and rapidly growing client base. As it continues to develop its product it seems likely to maintain its market-leading position.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 5 rounds)
Sep 2019
$50m
SERIES C
Oct 2018
$35m
SERIES B
Total funding: $101m
Company benefits
- 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
- Lots of office perks like snacks, happy hours, company events
Company values
- Obsess about customers: We put our customers first no matter what. We do everything we can to walk in your shoes, and are relentless about providing you value
- Earn trust: We’re consistent, credible, trustworthy, and transparent. We make trustworthy commitments and deliver on them. We aren’t afraid to give it to you straight, even when it’s bad news
- Innovate and be fearless: We work to be the best in AI and beyond. We solve problems creatively and believe that all improvements are valuable, even incremental ones. We’re always learning, and we never accept the status quo
- Act with urgency: We love what we do and pursue it with energy. We move quickly, learn, and iterate
- Be caring and compassionate: We have respect, appreciation, and empathy for each other, our customers, and our community. We fill buckets. We don’t tolerate jerks
Company HQ
Alviso, San Jose, CA
Articles
Leadership
Anant Kale
(CEO)Having studied in Mumbai, they worked as an ASI Consultant for 3 years prior to over a decade at Fujitsu. They left their role as VP of Applications to co-found AppZen in November 2012.
Kunal Verma
(CTO)They spent nearly 7 years at Accenture, first as Requirements Engineering Lead Researcher and later as Data Management Lead Researcher. They left this role to co-found Appzen.
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