Taulia

Software Engineer

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

Forward Deployed Engineering Intern

Customer Success Manager

• 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

Operations

• 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.

Payment Operations Specialist

Compliance

• 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

Compliance Specialist

Accounting Manager

• 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.

Tax & Accounting Intern

People Operations

• Support the coordination and execution of new hire onboarding activities to ensure a smooth Day 1 experience
• Prepare and distribute onboarding materials, system access checklists, and welcome communications
• Ensure new hires are enrolled in required compliance and onboarding training before their start date
• Track onboarding task completion and follow up with new hires or hiring managers on outstanding items
• Identify gaps or friction points in the onboarding process and surface improvement recommendations to the HR Generalist
• Coordinate with internal stakeholder and IT to resolve escalated issues
• Upload, deploy, and maintain enterprise-wide training content in our LMS
• Support compliance training deployment
• Monitor the Ask People channel and serve as first point of contact for HR inquiries; triage and resolve common issues including access problems and user account discrepancies
• Conduct a comprehensive audit of People Operations documentation to identify and update outdated content, legacy branding, and pages requiring retirement or reassignment
• Update HR documentation to reflect current Taulia branding and standards
• Document People Operations workflows to support team continuity and cross-coverage during absences
• Create clear, step-by-step process guides for recurring administrative tasks and maintain them as processes evolve
• Assist with writing, deploying, and tracking communications related to the January 2027 performance review process launch
• Support the build-out of employee-facing materials for goal-setting and new performance category rollout

People Operations Intern

Sales

• Own the Channel: As the channel sales owner for global banking, you will be accountable for a significant revenue quota generated from deals sourced and closed through our partner channel.
• Be a Strategist and a Builder: You will be a change management leader for each channel partner, creating a unified strategy and necessary sales enablement materials.
• Cultivate Issuing Bank Partnerships: Build and deepen relationships with issuing banks, ensuring alignment on pipeline targets and revenue outcomes.
• Cultivate High-Value Partnerships: Drive growth by mapping the hierarchy of each channel partner.
• Lead with Intelligence and Data: Own the reporting and distribution of all pipeline metrics between channel partners and internally.
• Drive Go-to-Market Strategy: Own the external go-to-market strategy for each bank partner.
• Be a Knowledge Center: Explain product details, differentiators, workflows, and nuances in conversations.

Channel Sales Leader, Global Banking – Payables, Virtual Cards

Account Executive

• 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.