Strategic Account Manager, Channel Partners and Direct Customers
About Finexio
Finexio is the leader in AP Payments as a Service, simplifying B2B payments integration and cash flow improvement solutions. The company processes billions of dollars annually and is backed by investors including J.P. Morgan, Discover, NBH Bank, Mendon Venture Partners, and Valley Bank.
What You Will Do
Own and grow a portfolio of channel partners and direct customers, focusing on retention, adoption, and revenue expansion.
Drive joint growth plans, co-selling motions, and partner enablement to increase payment volume and revenue through the partner channel.
Build trusted relationships across partner organizations, from day-to-day contacts to 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.
Maintain a deep understanding of each customer's business needs to protect, retain, and grow revenue.
Own the data, reporting, and analytics for your portfolio, including payment volume, product adoption, and revenue performance.
Plan and lead quarterly and annual business reviews for partners and customers, presenting performance, insights, and recommendations.
Provide feedback on potential new electronic suppliers based on data analysis.
Partner with Sales, Onboarding, and Operations to deliver smooth transitions and a consistent experience.
Contribute to feasibility studies, statements of work, and RFP/RFI responses as needed.
Requirements
Five or more years in a customer-facing account management or partner management role, with seven or more years preferred.
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.
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: Client-first team focused on collaborative, data-driven success.
Speed: Fast-paced environment with new ideas and opportunities to push limits.
Growth: Rapid expansion into new markets and launching new services.
Compensation: $125,000 - $150,000 (Plus Incentive).