Serve as primary post-sales strategic partner for largest enterprise clients, driving AI Agent adoption, ROI, optimization, governance, renewals, and cross-functional advocacy to turn customers into champions.
About Us
We've received numerous awards including:
Key Responsibilities
Qualifications
We're an AI-driven SaaS automation provider for corporate finance that automates back-office business processes involving tasks, analytics, and responses in Accounts Payable and Accounts Receivable. By leveraging natural language processing, artificial intelligence, and machine learning, based on proprietary small language models and commercial LLMs, Auditoria removes friction and repetition from mundane tasks while automating complex functions and providing real-time visibility into cash performance. Corporate finance and accounting teams use Auditoria to accelerate business value while minimizing heavy IT involvement, improving business resilience, lowering attrition, and accelerating business insights.
Founded in 2019 and backed by KPMG, Workday Ventures, Dell Technologies, Venrock, Innovius Capital, Sentinel Global, NeoTribe Ventures, Engineering Capital, and Firebolt Ventures, we build AI Team Mates that drive intelligent automation by combining fine-grained analytical orchestration of a company's typical financial and audit workflows with conversational AI, delivering rapid value to the finance/audit back office.
- Best AI-Powered Financial Automation Solution of 2026 by Acquisition International Magazine’s Global Excellence Awards.
- CBInsights Fintech 100 - 2025.
- Global Excellence Awards - Best AI-Driven Finance Automation Platform - 2025 Winner.
- Q3 2024 Constellation ShortList™ for AI-Driven Cognitive Applications for the fifth year in a row.
- The Gartner Emerging Tech Impact Radar: Artificial Intelligence Report 2024 named Auditoria as a sample vendor for Composite AI.
- Named a sample vendor for intelligent applications in finance in the Hype Cycle for Autonomous Accounting, 2024, the Hype Cycle for Finance AI and Advanced Analytics, 2024, and the Hype Cycle for the Future of Enterprise Applications, 2024 reports.
As an Enterprise Customer Success Manager, you will be the primary post-sales strategic partner for our largest, most complex clients. You are not just managing a relationship; you are empowering clients on their "Agentic Enterprise" journey, driving deep adoption, ensuring tangible AI-driven outcomes (ROI), and turning customers into champions. You will guide clients from implementation through the continuous optimization of their AI Agents in the Office of the CFO.
Key Responsibilities
- Strategic Advisory & Value Realization: Act as a strategic advisor to senior executives (CFO, VPs of Finance, Controllers) to align our AI Agent capabilities with their business goals, mapping technical ROI to strategic business outcomes.
- AI Adoption & Optimization: Monitor agent performance telemetry and success rates to proactively identify and address friction points. Use data-driven insights to recommend optimization strategies, improving agent accuracy and workflow efficiency. Drive adoption of new features and platform capabilities.
- Customer Referenceability: Build trusted relationships with key customer stakeholders to drive advocacy, referenceability, and participation in marketing, sales, and retention initiatives (case studies, testimonials, webinars, reference calls, etc.).
- Cross-Functional Leadership: Act as the "voice of the customer" by partnering closely with Sales, Product, Marketing, Professional Services, Engineering, and Support to influence the product roadmap and deliver a seamless customer experience.
- Renewal & Expansion: Own retention (GRR) and identify expansion revenue by identifying new use cases for AI Agent deployment across the Office of the CFO.
- Governance & Security: Partner with IT/Security stakeholders to ensure AI deployments meet strict corporate governance, compliance, and auditing standards.
- Experience: 5+ years of experience in Enterprise CSM, Consulting, or Account Management, specifically within B2B SaaS, AI/LLMs, or Automation tools.
- Domain and Technical Proficiency: A strong understanding of accounting and financial operations in the Office of the CFO and financial applications. Familiarity with AI concepts (LLMs, RAG), API integrations, and ability to develop Auditoria product proficiency.
- Data-Driven: Skilled in using data to tell a story about ROI, adoption, and agent performance.
- Change Agent: Experience managing organizational change and driving adoption of new technology in complex, traditional organizations.
- Communication: Exceptional presentation skills, with experience presenting to C-level executives.
- Passion: For innovation and helping customers succeed in a fast-paced, dynamic, start-up environment.
- Must be authorized to work in the United States without employer sponsorship, as we are unable to sponsor or transfer visas for this position.
- Remote candidates in the United States will be considered.
Auditoria.AI Santa Clara, California, USA Office
2755 Great America Way, Suite 155, Santa Clara, CA, United States, 95054
Auditoria.AI Santa Clara, California, USA Office
2755 Great America Way Suite 155, Santa Clara, CA, United States, 95054
Similar Jobs
Legal Tech • Software • Generative AI
Manage enterprise law firm clients to drive adoption, retention, and expansion of Eve's legal AI/SaaS products. Lead onboarding, maximize product utilization, generate case studies, inform product roadmap, and maintain high client satisfaction and retention through proactive engagement and strategic upsells.
Top Skills:
AIAnthropicEve (Proprietary)Legal TechOpenaiSaaS
Edtech • Information Technology • Software
Manage an enterprise portfolio end-to-end to drive adoption, retention, renewals, and expansion. Use customer health and utilization data to forecast risk, recommend corrective actions, and enable customers to realize value. Build executive relationships, guide implementations and learning strategies, and collaborate with sales to meet gross and net retention goals.
Top Skills:
GainsightSalesforce
Software
Serve as primary contact for strategic enterprise accounts; drive onboarding, adoption, retention, and expansion. Conduct QBRs, identify upsell opportunities, negotiate contracts, build custom reports and Salesforce workflows, coordinate cross-functional teams, monitor account health, and relay customer feedback to inform product roadmap.
Top Skills:
APIsSalesforceSalesforce FlowSalesforce Process BuilderSalesforce ReportsSalesforce Workflows
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
