Strategic Account Manager – Channel Partners, Direct Customers

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🔥 2 minutes ago

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Logo of Finexio

Finexio

51 - 200 employees

🤝 B2B

💳 Fintech

☁️ SaaS

💰 $35M Series B on 2022-10

B2B • Fintech • SaaS

Finexio is a company specializing in Accounts Payable (AP) Payments as a Service, delivering an embedded AP payments solution that optimizes, monetizes, and secures the entire B2B payment lifecycle. By leveraging AI, software, and professional services, Finexio provides a complete payment solution with a robust security framework. The company focuses on preventing fraud, reducing costs, saving time, and offering visibility and control over payment processes. Finexio partners with major accounts payable software and financial institutions, offering turnkey embedded payments to enhance organizations' AP services. Finexio is renowned for its ability to transform traditional paper-based payment processes into secure, revenue-generating electronic payments, efficiently streamlining operations for mid-market and enterprise organizations.

📋 Description

• Own relationships with assigned channel and technology partners, serving as their primary point of contact at Finexio • Drive joint growth plans, co selling motions, and partner enablement to expand payment volume and revenue through the partner channel • Build trusted relationships across partner organizations, from day to day contacts through senior stakeholders • Serve as the primary point of contact for a portfolio of direct Finexio customers, helping them realize the full value of Finexio products and services throughout the relationship • Focus on retention and Net Revenue Retention, identifying and closing expansion opportunities for new solutions, projects, and electronic payments • Maintain a deep understanding of each customer's immediate, short, and long term business needs in order to protect, retain, and grow revenue • Own the data, reporting, and analytics for your portfolio, including payment volume, product adoption, and revenue performance • Use the reporting and dashboards that track the health and growth of both partner and customer accounts • Plan and lead quarterly and annual business reviews for partners and customers, presenting performance, insights, and recommendations in a clear and professional manner • Provide proactive communication both internally and externally so partner and customer needs are met • Influence the product roadmap by bringing partner and customer feedback into product discussions • Partner with Sales, Onboarding, and Operations to deliver smooth transitions and a consistent experience

🎯 Requirements

• Five or more years in a customer facing account management or partner management role, with seven or more preferred given the breadth of this portfolio, ideally in payments, fintech, or B2B software • Track record of managing partners or customers, increasing product adoption, action planning, and handling escalations • Strong data and analytical skills, with the ability to own reporting and turn data into clear recommendations • Experience preparing and leading business reviews with partners or customers • Ability to manage several partners, customers, and projects simultaneously in a fast paced, rapidly changing environment • Excellent communication skills and the ability to build rapport at all levels of an organization • Comfort with CRM and reporting tools such as Salesforce, along with BI or analytics platforms • Willingness to occasionally work beyond regular office hours when needed, with approximately 25 percent travel • Previous start up experience a plus

🏖️ Benefits

• Culture: We are a humble, client first team focused on collaborative, data driven success • Speed: We move fast, love new ideas, and give you the opportunity to push your limits • Growth: We are expanding rapidly into new markets, launching new services, and building a company that is redefining how B2B payments work • **What we offer** • The chance to work in a fast paced environment with experienced industry leaders • An environment where you work with emerging payment technologies and make a measurable impact • Quarterly virtual team building activities and monthly team lunches • Competitive salary and stock options • Medical, dental, and vision • Unlimited vacation policy

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