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Senior Solutions Consultant (Pre-sales)

Auditoria.AI

Santa Clara, CA

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JOB DETAILS
SKILLS
Accounting, Accounts Payable, Accounts Receivable, Analysis Skills, Artificial Intelligence (AI), Artificial Intelligence (AI) Natural Language, Automation, Business Administration, Business Processes, Certified Public Accountant (CPA), Channel Sales, Cloud Computing, Communication Skills, Competitive Analysis/Strategy, Conferences, Consulting, Corporate Finance, Cross-Functional, Dell Computers, ERP (Enterprise Resource Planning), Economics, Ecosystems, Employee Retention, English Language, Enterprise Applications, Finance, Finance Software, Financial Audit, Financial Planning and Analysis (FP&A), Financial Systems, Machine Learning, Marketing, Marketing Campaign, Modeling Languages, Natural Language Processing (NLP), NetSuite, Oracle, Order to Cash, Pre-Sales, Process Improvement, Product Demonstration, Product Engineering, Product Planning, Product Support, Request for Proposals (RFP), SAP, Sales, Sales Closing Skills, Sales Prospecting, Scripting (Scripting Languages), Software as a Service (SaaS), Startup, Systems Administration/Management, Team Building, Team Lead/Manager, Trade Shows, Treasury, User Groups, Vendor/Supplier Management, Willing to Travel, Writing Skills
LOCATION
Santa Clara, CA
POSTED
Today
About Us
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.
We've received numerous awards including:
  • 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.

About the RoleThis role is for an individual contributor Senior Solution Consultant Workday Financials. In addition to conducting discovery and demonstration meetings with prospects and customers, this is your opportunity to help scale out the Solution Consulting discipline from the ground up. You will assist with everything from creating demo environments, writing demo scripts, running technical AI workshops, maintaining discovery framework documents to working closely with Product Management, Engineering, and Marketing to capture requirements for new products and features and align messaging cross-functionally.
Key Responsibilities
  • Support product sales (direct and channel) throughout the evaluation process, including qualification, initial discovery, delivering product demonstrations, running technical workshops and related presentations to help close new business as efficiently as possible.
  • Work with existing customers to identify opportunities to sell additional Auditoria SmartFlow Skills, as well as assess opportunities for net new product functionality.
  • Perform ad hoc competitive analyses and contribute to our overall CI framework.
  • Work closely with Customer Success to ensure smooth hand-offs from pre-sales to implementation services.
  • Collaborate with Product/Engineering to understand and articulate the product roadmap.
  • Assist with projects and initiatives on an ongoing basis.
  • Create materials as needed to support expansion into new markets/verticals.
  • Respond to RFIs and RFPs from a functional and technical requirements perspective, including building out the processes on a repeatable basis.
  • Support Marketing-related campaigns and events, including conferences, trade shows, and user groups as needed.
  • Willingness to travel occasionally.

Qualifications
  • 5+ years in a pre-sales role with a proven track record of success.
  • Hands-on knowledge, experience, and/or certifications within the Workday Financials eco-system.
  • Experience successfully selling financial applications (Payment Systems, Vendor Management, Order to Cash, EPM/CPM, ERP, Treasury).
  • You’ve successfully sold these applications into the Office of Finance (Controllership, FP&A, Treasury).
  • Familiarity with AI concepts (LLMs, NLU/NLP, GenAI, AI explainability and trust).
  • Start-up/early-stage experience strongly preferred.
  • Embraces an unstructured, fast-paced environment with ability to operate independently, when needed.
  • Best-in-class presentation & demonstration capabilities.
  • Excellent written and spoken English.
  • B.A./B.S. in Accounting/Finance/Economics/Business.
  • Must be currently authorized to work in the United States without employer sponsorship, as we are unable to sponsor or transfer visas for this position.
  • Remote candidates living in the United States encouraged to apply.

Preferred Qualifications
  • CPA/MBA
  • Knowledge of other systems (NetSuite, SAP S/4HANA, Intacct, or Oracle Cloud).
  • A desire for something new, something different, and above all, to be part of something bigger.
  • Up-to-date on the changes in back-office Finance and Accounting automation and know that drastic improvements are on the horizon.
  • Be in a high-visibility role to help evangelize those improvements.
  • Self-starter who works well on your own with little supervision, and whatever it takes to get the right things done.

Compensation
  • This opportunity offers a base salary plus incentive compensation (tied to location, experience, individual, team, and company sales performances).


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About the Company

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Auditoria.AI

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