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Finexio - Miami, FL

posted 8 days ago

Full-time - Mid Level
Remote - Miami, FL
Credit Intermediation and Related Activities

About the position

Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business-to-business payments. Finexio simplifies the way businesses process and receive B2B payments by integrating electronic payments and cash flow improvement solutions directly into customers' accounts payable and procurement software. Our vision is a world in which finance leaders only have to decide 'what' to pay- Finexio's software seamlessly handles the 'how' and the 'when'. We are growing revenue over 100% per year and are a leading disruptor in the B2B Payments and Fintech industry. The company has raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank, Mendon Venture Partners, and Valley Bank. These investors believe in the mission and technology so much so they are also customers and partners. The Role: We are looking for an Onboarding Implementation Manager to tackle an exciting opportunity to assist us in scaling our Customer Onboarding organization through our next phase of growth. This role is responsible for creating success for our customers through the hands-on management and delivery of an amazing customer experience with Finexio. You will be an integral part of Finexio and be responsible for scaling and executing the customer onboarding strategy. You are an ideal candidate for this role if you have a track record of working in the payment industry. You will work across functionally with Sales, Account Management, Client Operations, Finance, and Product teams at Finexio, while externally you will work with Partner and Customer teams. A typical project involves cohesive project execution of a project team composed of internal resources, Partner resources and Customer resources. This is a high visibility role with an exciting opportunity to create immediate impacts and quickly make a difference to Finexio hyper growth goals.

Responsibilities

  • Managing multiple implementation projects simultaneously and keeping teams informed of milestone dates and progress.
  • Providing project leadership by helping customers define goals to meet Finexio's established targets with clear, measurable, and actionable deliverables.
  • Maintaining a strong sense of urgency to minimize project timelines and delays.
  • Building and maintaining strong relationships with clients, acting as the primary point of contact throughout the implementation process.
  • Developing timelines to keep clients on track for completing their 'Go Live' requirements.
  • Leading status phone calls with clients to ensure all target dates are met and questions are answered.
  • Maintaining up-to-date information in CRM and project management applications.
  • Defining Finexio's implementation methodology and designing Statements of Work (SOWs) that meet customer needs.
  • Understanding Finexio's business goals and how onboarding projects support those goals.
  • Building out an enhanced reporting mechanism to share team results with company leadership.
  • Working strategically with Account Management leadership on customer relationships and monitoring financials and revenue projections.
  • Partnering closely with sales and solution consulting teams to exceed customer pre-sale expectations in the post-sale experience.
  • Understanding each customer's contract and ensuring unique product offerings are delivered as expected during onboarding.
  • Creating a knowledge database for internal and external communications.
  • Maintaining an understanding of customers' business needs to identify and prioritize enhancements.
  • Identifying opportunities for creating more efficient and scalable onboarding solutions and implementing digital automation.
  • Partnering with product and engineering to continuously improve products and influence the product roadmap.
  • Coordinating with internal teams to ensure a cohesive approach.
  • Executing project plans on time and consulting with stakeholders when timelines change.
  • Determining and managing program risks effectively.
  • Answering customer questions and guiding them to a successful implementation.

Requirements

  • 4+ years of experience leading SaaS software implementation projects in the enterprise space.
  • 7+ years of experience onboarding SaaS customers through API integrations or custom ETL integrations.
  • Experience in late-startup or early-growth companies, demonstrating the ability to drive execution and process evolution.
  • Demonstrated ability to run complex multi-party projects effectively and efficiently.
  • Experience delivering implementation projects within a channel partner framework.
  • Expertise in SaaS Implementation and Onboarding practices.
  • Experience developing, installing, training, and/or supporting B2B solutions.
  • Experience in a business environment with growth rates above 50% per year.
  • Demonstrated executive and associate level communication and presentation skills.
  • Track record of managing multiple projects, project SOW, and action planning.
  • Positive, can-do attitude with the ability to manage customer expectations.
  • Ability to manage multiple competing priorities and adapt to customer requests.
  • Entrepreneurial mindset with a passion for developing processes and improvements.
  • Understanding of modern software architecture fundamentals and technical flow and data diagrams.
  • Understanding of SSO and API integrations.
  • Experience supporting software engineering, architecture, or product development.
  • Salesforce experience.
  • Experience with project management planning & reporting tools.

Nice-to-haves

  • Experience in the payment industry.
  • Experience in a fast-paced startup environment.
  • Interest in dramatically changing the way business payments are made in the US.

Benefits

  • Competitive salary and stock options
  • Medical, dental, and vision insurance
  • Unlimited Vacation Policy
  • Quarterly virtual team building activities and monthly team lunches
  • The chance to work in a fast-paced start-up environment with experienced industry leaders
  • An environment to dive deep into the latest technologies and make a real impact.
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