Strategic Account Manager, Channel Partners and Direct Customers

About Finexio

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.

Summary

We are looking for an experienced Strategic Account Manager to own and grow a single, focused portfolio that spans both Finexio's channel partners and direct customers. You will be the primary point of contact for your portfolio, responsible for retention, adoption, and revenue expansion across partner driven and direct relationships. Your success in this role is measured primarily by Net Revenue Retention and Revenue Growth across your portfolio.

A central part of this role is owning the data and reporting behind your portfolio and using it to drive structured quarterly and annual business reviews that demonstrate value and surface growth opportunities. To succeed, you should be an excellent communicator, highly analytical, and comfortable working across partners, customers, and internal teams. You will be a strategic thinker with strong problem solving skills and a bias toward proactive, data backed action.

What you will do

Channel partner management and growth

- 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

Direct customer management

- 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

Data, reporting, and business reviews

- 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

Cross functional and revenue impact

- 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

Requirements

What you bring

- 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

- Previous start up experience a plus

Benefits

Why you will love working at Finexio

- Culture: We are a humble, client first team focused on collaborative, data driven success

- Speed: We move fast, love new ideas, and give you the opportunity to push your limits

- Growth: We are expanding rapidly into new markets, launching new services, and building a company that is redefining how B2B payments work

What we offer

- 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

- Unlimited vacation policy

Compensation $125,000 - $150,000 (Plus Incentive)