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.
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.
Ovii Interpretation
This role supports AppZen’s Professional Services portfolio through utilization and margin reporting, resource planning, project financial tracking, and SOW governance. It connects delivery leaders with Finance and Sales, while improving the data quality and processes used to manage services delivery.
Role at a glance
Professional Services operationsPortfolio reportingResource planningProject financialsSOW governancePSA/PMO data quality
Skills mentioned
Professional Services operationsUtilizationrealization metricsMarginbacklog reportingForecastingServices revenue recognitionCapacity planningSOWcontract review
Plan delivery capacity and weekly staffing, and forecast hiring and contractor needs.
Track project budgets and burn, and provide inputs for revenue recognition and billing.
Coordinate change orders with Finance and review SOWs against financial and compliance policies through signature.
Monitor timesheet completion against a 95%+ on-time compliance target.
Run portfolio reviews using status indicators, risk logs, and escalations; track customer health and NPS.
Reconcile fees, overages, and renewals from SFDC, and maintain PSA/PMO data quality.
Automate manual work and lead process improvement initiatives.
Good fit signals
You bring 5–8 years in Professional Services operations, PMO, or services finance, including 3+ years at a SaaS product company.
You understand core services metrics such as utilization, realization, margin, backlog, and forecasting.
You have working knowledge of fixed-fee, time-and-materials, and milestone-based services revenue recognition.
You have experience with capacity planning and reviewing SOWs or contracts, plus advanced Excel and PowerPoint skills.
You communicate clearly and can influence stakeholders without direct authority.
Meet appzen
AppZen provides AI-powered software for autonomous finance operations, focused on accounts payable, travel and expense auditing, corporate cards, compliance and spend management. Its Mastermind platform and finance-specialized AI models and agents read financial documents, apply company policies, identify risk, resolve exceptions and automate finance workflows while integrating with existing ERP and expense systems. Products include Autonomous AP, Expense Audit, AP Inbox Service Center, Autonomous Cards, VAT Reclaim Agents, AI Agent Studio and analytics. AppZen serves large global enterprises, including more than 65 Fortune 500 companies, across industries such as technology, manufacturing, life sciences, financial services and higher education.
Founded
2012
Company size
201-500 employees
Company stage
Not known
Headquarters
Santa Clara, USA
Why work here
AppZen offers candidates exposure to production-scale agentic AI applied to complex enterprise finance problems rather than purely experimental AI. The company raised a $180 million Series D growth round in September 2025 to expand its Mastermind AI platform and global go-to-market operations, and it serves more than 500 enterprises, including over 65 Fortune 500 companies. Recent launches including ZenLM Plus, Autonomous Cards and VAT Reclaim Agents show continued product investment. Current engineering roles involve LLM and agent workflows, RAG, Python, Go, Temporal, Docker, APIs and ERP integrations. AppZen also has active roles across engineering, data science, product and commercial teams. Many Pune technical positions are explicitly on-site, which candidates should consider when evaluating work-style fit.
Anant Kale co-founded AppZen in 2012 and serves as CEO. Before AppZen, he spent more than a decade at Fujitsu, ultimately serving as VP of Applications, after earlier consulting experience. He studied at the University of Mumbai and has led AppZen's development from an AI-first finance automation company into an autonomous finance platform.
Kunal Verma co-founded AppZen in 2012, developed its core AI technology and serves as CTO, overseeing R&D and data science. He earned a Ph.D. in Computer Science from the University of Georgia focused on semantic technologies, has published more than 50 refereed papers and holds multiple patents. Before AppZen, he spent nearly seven years at Accenture in research and data-management roles.
GAGaurav AgrawalChief Financial OfficerView bioHide bio
Gaurav Agrawal is AppZen's CFO and helps lead financial strategy, investments, growth and profitability. He has more than two decades of finance experience, including senior finance roles at Confluent and LinkedIn and earlier experience at Lyft. He began his career in M&A and holds a BS in Business Administration from the University of California, Berkeley.
NBNick ButrymChief Revenue OfficerView bioHide bio
Nick Butrym became AppZen's Chief Revenue Officer in March 2026 and leads global sales, pre-sales and the partner ecosystem. He previously served as CRO of HungerRush and held senior leadership roles at PTC, ServiceNow and EMC. His role focuses on scaling AppZen's go-to-market organization, international growth and customer expansion.
AppZen launches specialized AI Agents to make VAT reclaim an always-on, autonomous finance workflow
PR Newswire·
AppZen announced VAT Reclaim Agents that extract tax information, determine reclaim eligibility under jurisdiction-specific rules, obtain missing evidence and help automate VAT recovery across expenses and supplier invoices.
AppZen introduces ZenLM Plus, finance-specialized language models that outperform frontier models on finance T&E tasks
PR Newswire·
AppZen introduced ZenLM Plus, a family of finance-specialized language models designed for expense-audit and autonomous-finance decisions. The models are being integrated into AppZen's Mastermind platform and AI Agent Studio.
AppZen launches Autonomous Cards, bringing AI Agents to enterprise card programs
PR Newswire·
AppZen announced Autonomous Cards, an agentic automation and compliance layer for purchasing, virtual, ghost, fleet and lodge card programs that monitors transactions, applies policy and resolves routine exceptions.