AppZen

AI-powered SaaS for financial process automation

Professional Services Operations Specialist

Business OperationsPosted on Nov 3

Full-timePune, Maharashtra, IndiaNo salary listedIn-person

About the Job

Requirements

Five to eight years of experience in professional services operations, PMO, or services finance, including at least three years at a SaaS product company.
Strong understanding of professional services metrics, including utilization, realization, margin, backlog, and forecasting.
Working knowledge of services revenue recognition for fixed-fee, time-and-materials, and milestone-based work.
Experience with capacity planning and statement-of-work or contract review.
Advanced Excel and PowerPoint skills, and experience with SFDC and a PSA/PMO tool such as GoodDay, Asana, or similar.
Ability to influence without direct authority.

Responsibilities

Publish weekly reports on project status, utilization, realization, margin, backlog, and forecast accuracy.
Run capacity planning and weekly staffing, and forecast hiring and contractor needs.
Track budgets and burn, provide revenue-recognition and billing inputs, and manage change orders with Finance.
Drive 95% or higher on-time timesheet compliance.
Review statements of work against financial and compliance policies, and manage exceptions through signature.
Run portfolio reviews with clear RAG status, risk logs, and escalations; track customer health and NPS using Catalyst and Retently.
Extract and reconcile fees, overages, and renewals from SFDC, and own PSA/PMO tool data quality.
Automate manual steps and lead process-improvement initiatives.

About Us:

AppZen is the leader in autonomous spend-to-pay software. Its patented artificial intelligence accurately and efficiently processes information from thousands of data sources so that organizations can better understand enterprise spend at scale to make smarter business decisions. It seamlessly integrates with existing accounts payable, expense, and card workflows to read, understand, and make real-time decisions based on your unique spend profile, leading to faster processing times and fewer instances of fraud or wasteful spend. Global enterprises, including one-third of the Fortune 500, use AppZen’s invoice, expense, and card transaction solutions to replace manual finance processes and accelerate the speed and agility of their businesses. To learn more, visit us at www.appzen.com.

About the Role:

You will run the operations behind our Professional Services portfolio: utilization and margin reporting, resource planning, project financials, SOW review and governance. You will bring data and structure to delivery leaders, Finance and Sales.

Responsibilities:

Reporting: Publish weekly reports on project status, utilization, realization, margin, backlog and forecast accuracy.
Resourcing: Run capacity planning and weekly staffing, and forecast hiring and contractor needs.
Project financials: Track budgets and burn, provide revenue recognition and billing inputs, and manage change orders with Finance.
Timesheets: Drive 95%+ on-time timesheet compliance.
SOW review: Review SOWs against financial and compliance policies, and manage exceptions through to signature.
Governance: Run portfolio reviews with clear RAG status, risk logs and escalations; track customer health and NPS (Catalyst, Retently).
Data and tools: Extract and reconcile fees, overages and renewals from SFDC; own PSA/PMO tool data quality.
Improvement: Automate manual steps and lead process improvement initiatives.

Qualifications:

5–8 years in PS operations, PMO or services finance, with 3+ years at a SaaS product company.
Strong grasp of PS metrics: utilization, realization, margin, backlog and forecasting.
Working knowledge of services revenue recognition (fixed-fee, T&M, milestones).
Experience with capacity planning and SOW or contract review.
Advanced Excel and PowerPoint; experience with SFDC and a PSA/PMO tool (GoodDay, Asana or similar).
Clear communicator who can influence without direct authority.

About the Company

AppZen

AI-powered SaaS for financial process automation

AppZen uses artificial intelligence to automate financial workflows for businesses through a SaaS platform. It provides three core capabilities: Accounts Payable (AP) automation that entries invoices and maps them to the correct general ledger codes and purchase orders; Travel and Expense (T&E) management that analyzes receipts to flag non-compliant or suspicious purchases and speeds up reimbursements; and card monitoring that watches card activity in real time, categorizes expenses, and detects fraudulent behavior. The product integrates with existing systems with minimal IT effort and claims to show a return on investment within days of implementation. Compared with typical finance tools, AppZen focuses on end-to-end AI-driven automation across AP, T&E, and card expenses to cut manual work and improve compliance. Its goal is to help businesses run their financial processes more efficiently, stay compliant, and reduce fraud through rapid deployment and ongoing AI-driven insights.

Company size: 201-500
Company stage: Growth Equity (Non-Venture Capital)
Total funding: $281M
Headquarters: San Jose, CA
Founded: 2012

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