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 directly into customers' accounts payable and procurement software. 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 single, focused portfolio that spans both Finexio's channel partners and direct customers.
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.
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.
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, analyzing data and presenting it concisely.
Communicate proactively both internally and externally to meet partner and customer needs.
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.
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 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.
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
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 insurance.
Unlimited vacation policy.
Culture
We are a humble, client-first team focused on collaborative, data-driven success. We move fast, love new ideas, and give you the opportunity to push your limits. We are expanding rapidly into new markets, launching new services, and building a company that is redefining how B2B payments work.
Compensation
$125,000 - $150,000 (Plus Incentive)