Full-Time

Director of Operations

GTM/Revenue

Confirmed live in the last 24 hours

AppZen

AppZen

201-500 employees

Automates financial processes using AI

Fintech
AI & Machine Learning

Compensation Overview

$175k - $220kAnnually

+ Bonus + Variable Incentive Pay

Senior

San Jose, CA, USA

In-office 3 days per week (Mon, Tue, Thu) in San Jose Bay Area.

Category
General Marketing
Growth Marketing
Growth & Marketing
Required Skills
Sales
Lead Generation
Marketing
Data Analysis
Requirements
  • Minimum of 8 years of previous operations experience in a 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.
Responsibilities
  • 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.

AppZen automates financial processes for businesses using artificial intelligence. It offers three main services: an Accounts Payable solution that automates invoice entry and matches them with general ledger codes and purchase orders, a Travel and Expense tool that analyzes receipts to ensure compliance and speed up reimbursements, and a card monitoring service that tracks real-time card usage to detect fraud. AppZen operates on a software-as-a-service model, allowing easy integration with existing systems and promising a quick return on investment. Its focus on efficiency and compliance sets it apart from competitors in the financial technology market.

Company Stage

Series C

Total Funding

$98.2M

Headquarters

San Jose, California

Founded

2012

Growth & Insights
Headcount

6 month growth

10%

1 year growth

19%

2 year growth

28%
Simplify Jobs

Simplify's Take

What believers are saying

  • AppZen's strategic partnerships, such as with Amadeus, expand its market reach and enhance its service offerings.
  • The $50 million Series C funding round led by Coatue Management indicates strong investor confidence and provides ample resources for growth and innovation.
  • The introduction of the AppZen AppStore simplifies the automation of expense reviews and approvals, making it easier for finance teams to ensure compliance and efficiency.

What critics are saying

  • The competitive fintech landscape requires AppZen to continuously innovate to maintain its edge.
  • Dependence on AI technology means that any flaws or failures in the system could lead to significant financial discrepancies and loss of client trust.

What makes AppZen unique

  • AppZen leverages advanced AI to automate financial processes, offering a level of efficiency and fraud detection that traditional methods can't match.
  • Their SaaS model ensures quick integration and ROI, making it highly attractive for businesses looking to streamline financial operations without extensive IT overhead.
  • The recent launch of AppZen Inbox with generative AI further sets them apart by revolutionizing the AP inbox experience.

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