Strategic Account Manager, Channel Partners and Direct Customers

Finexio•Charlotte, NC

3d•Hybrid

About The Position

Finexio is a leader in AP Payments as a Service, offering an embedded payments approach for B2B payments. They simplify payment processing and cash flow improvement by integrating solutions into customers' AP and procurement software. Finexio processes billions of dollars in B2B payments annually and is backed by investors including J.P. Morgan, Discover, NBH Bank, Mendon Venture Partners, and Valley Bank. The company is experiencing rapid growth and is a disruptor in the B2B payments and fintech industry.

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.

Nice To Haves

Previous start up experience a plus.

Responsibilities

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.
Review payment volumes and provide feedback on potential new electronic suppliers, with the ability to analyze the data and present it concisely.
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.
Contribute to feasibility studies, statements of work, and RFP and RFI responses as needed.