Strategic Account Manager, Channel Partners and Direct Customers

Finexio•Chicago, IL

21h•$125,000 - $150,000•Hybrid

About The Position

Finexio is the leader in AP Payments as a Service, the embedded payments approach for business to business payments. We simplify 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. Today Finexio processes billions of dollars in B2B payments each year on behalf of customers and partners across the country. Our vision is a world in which finance leaders only have to decide what to pay. Finexio's software handles the how and the when. We are growing quickly and are a leading disruptor in the B2B payments and fintech industry. The company is backed by investors including J.P. Morgan, Discover, NBH Bank, Mendon Venture Partners, and Valley Bank. These investors believe in the mission and technology so much that many are also customers and partners.

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

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