Taulia

• Designing the strategy for business case achievement by closely working with the customer • Taking responsibility for forecasting Taulia’s revenue from the business programs • Assisting in the execution of strategies with customers to drive revenue results for both the customer and Taulia • Participating in customer workshops and bridging business goals to all aspects of delivery • Building relationships with senior stakeholders at assigned clients • Leveraging proprietary Taulia data analytics technology to execute a detailed analysis of the business program and supplier behavior • Defining and presenting recommendations to improve and grow the customer’s program based on Taulia’s prescriptive data analytics • Gain customer action to move on the recommended steps • Collaborating with the Supplier Marketing and the Supplier Sales team in the execution of campaigns that are part of developing the customers' business program • Supporting change management activities required by the customers to fully adopt the Taulia platform and achieve their business objectives • Leading business reviews with assigned customers including creation of presentations • Nurturing the operational relationships of each assigned customer • Checking in regularly, monitoring progress-to-goal, and ensuring the program stays on track • Managing business escalations, when required • Engaging in contract renewal activities with the customers when required.

• Developing and maintaining an actionable territory sales plan that ensures the attainment of the assigned revenue targets. • This includes new customer acquisition as well as maximizing the revenue opportunity with existing customers. • Prospect, develop and close prospective customers for Taulia’s entire solution suite. • Work closely with internal teams like Solution Consulting, Professional Services, Product, Product Marketing, Marketing, and other teams to structure the customer value proposition. • Create and deliver accurate forecasts. • Proactively ensure that the business relationships are maintained at all levels within prospect and customers. • Keep abreast of any new market developments and competitive information and communicate those to the appropriate teams within Taulia. • Work with Taulia’s partnership and ecosystem team to leverage the value those partners can bring.

• Designing the strategy for business case achievement by closely working with the customer • Taking responsibility for forecasting Taulia’s revenue from the business programs • Assisting in the execution of strategies with customers to drive revenue results for both the customer and Taulia • Participating in customer workshops and bridging business goals to all aspects of delivery • Building relationships with senior stakeholders at assigned clients • Leveraging proprietary Taulia data analytics technology to execute a detailed analysis of the business program and supplier behavior • Defining and presenting recommendations to improve and grow the customer’s program based on Taulia’s prescriptive data analytics • Gain customer action to move on the recommended steps • Collaborating with the Supplier Marketing and the Supplier Sales team in the execution of campaigns that are part of developing the customers' business program • Supporting change management activities required by the customers to fully adopt the Taulia platform and achieve their business objectives • Leading business reviews with assigned customers including creation of presentations • Nurturing the operational relationships of each assigned customer • Checking in regularly, monitoring progress-to-goal, and ensuring the program stays on track • Managing business escalations, when required • Engaging in contract renewal activities with the customers when required

• Seek user feedback (qualitative and quantitative) to understand how customers engage and benefit from the product. • Support customer discovery efforts (working alongside senior leadership). • Understand and prioritize quality issues across use cases that are applicable to the product. • Assist a more senior PM in developing initiatives and prioritization in a clear, actionable format for the team. • Collaborate daily with members of the product team(s) and actively contribute ideas during brainstorms. • Work to understand overall Product strategy and direction and how it relates to the team(s). • Seek exposure to product innovation case studies and processes. • Build relationships across teams to efficiently get work done. • Articulate the company’s objectives and how they relate to specific Product initiatives. • Work closely with Taulia Product Owners to align Product Development Roadmaps (including but not limited to business requirements, success criteria, prioritization, and dependencies). • Ensure delivery of end-to-end solutions, including but not limited to sales enablement, customer support, compliance, and operations. • Manage go-to-market planning and execution.

• Responsible for various projects and initiatives to improve the contract renewal process. • Collaborate with various departments to ensure compliance and organization with legal and regulatory requirements.

• Execute daily payment transaction and reconciliation activities. • Work within a daily schedule to ensure that all activities are completed per published deadlines. • Monitor the payment flows, perform daily account reconciliations and follow up on any discrepancies. • Critical "problem solving" - something didn't work - where/how is it broken and idea/options for resolution. • React swiftly to issues that may arise, to summarize facts and provide recommendations for timely resolution of critical (real money) issues. • Create, maintain and distribute internal and external reporting, including to support any KYC, security and auditing processes. • Work closely with other teams with Taulia Trade Technology, Taulia and other services and partners.

• Direct exposure to how AI is being deployed in a massive global enterprise environment. • This role is designed as a pathway for future Product Managers, Solutions Architects, or full-time Forward Deployed Engineers. • Regular 1:1s with senior engineers and leaders across the Talent, Product, and Engineering organizations.

• Coordinate due diligence on corporate entities during the onboarding process, including reviewing legal entity documents, ownership structures, and beneficial ownership information • Identify and escalate any potential risks or red flags identified during the KYC review process • Partner with internal departments, such as Legal, Finance, and Relationship Management, to facilitate supplier due diligence requests from external partners, funders, and vendors • Maintain accurate and up-to-date records of all KYC activities and documentation • Maintain and generate compliance reports using various data sources and tools, analyze results, and action requisite output • Review entity information to confirm validity of Negative News, Sanctions, and PEP screening matches for material adverse reports as part of ongoing monitoring throughout the lifecycle of the customer

• Assist with preparation and organization of local and state tax filings, including gathering supporting documentation and performing basic data entry. • Support general ledger account reconciliations by preparing schedules, tying out balances, and identifying variances for review. • Help maintain documentation for internal and external compliance requirements, including audits and regulatory filings. • Perform data validation to ensure accuracy and completeness of financial information. • Assist in organizing and improving documentation and processes to support audit readiness. • Collaborate with team members on ad hoc projects and process improvement initiatives. • Maintain confidentiality and adhere to company policies and internal controls. • Provide exposure to core accounting and tax processes • Build foundational skills in reconciliation, compliance, and financial analysis. • Offer mentorship and guidance from experienced team members. • Enable the intern to contribute in a way that supports—rather than replaces—existing team responsibilities.

• Developing and maintaining an actionable territory sales plan that ensures the attainment of the assigned revenue targets. • This includes new customer acquisition as well as maximizing the revenue opportunity with existing customers. • Prospect, develop and close prospective customers for Taulia’s entire solution suite. • Work closely with internal teams like Solution Consulting, Professional Services, Product, Product Marketing, Marketing, and other teams to structure the customer value proposition. • Create and deliver accurate forecasts. • Proactively ensure that the business relationships are maintained at all levels within prospect and customers. • Keep abreast of any new market developments and competitive information and communicate those to the appropriate teams within Taulia. • Work with Taulia’s partnership and ecosystem team to leverage the value those partners can bring.