Finexio simplifies business-to-business payments for middle and large market corporates- making it super simple for businesses to pay their suppliers efficiently, securely, and at a low cost. Finexio is one of the fastest growing Fintech companies in the US and a leader in Business to Business Payments, an exciting and emerging area of Fintech. Partnered with blue chip companies like Mastercard, Finexio is building a successful business payments network from scratch and working with customers across the country. Finexio is growing and looking for excellent, enthusiastic customer success team mates to help us better serve and grow with our expanding customer base.
Summary
The Director of Customer Onboarding is a key member of our Operations Team and will lead the entire customer onboarding process for new customers and partners. This is a key customer-facing role and one that will help shape the experience that our customers have with Finexio early in their engagement with us. The manager may also work with the sales and channel teams in a pre-sales technical consultation role to explain how Finexio's product works and the options to integrate to Finexio including APIs and ETLs. In the early days post launch the project manager may also help provide technical support to our customers once live, working with our Engineering, Payments Operations, and Customer Success teams to provide our high-level of customer responsiveness and assistance.
Starting with the sales process, the Director of Customer Onboarding works with Sales to assess potential needs and implementation options. The Customer Onboarding Project Manager subsequently leads the customer onboarding process, project managing both Finexio and customer resources to ensure a prompt, efficient, and frictionless onboarding.
The Director of Customer Onboarding will lead the explanation with customers about how Finexio's integrations with ERP and Accounting Software providers functions as they collaborate to provide integration options for customers.
Specifications
- Owns the success and timeliness of Finexios customer implementations
- Develops strong rapport and trust with all customer contacts, decision makers, and project leads at the customer to create a delightful experience and introduction to working with Finexio.
- Directly manages and is accountable for implementations, preparing project plans, setting project dates, communicating with all project participants, and effectively drives each implementation to completion
- Maintains an understanding of customers immediate, short and long- term business needs in order help identify and prioritize customer-driven enhancements
Benefits
- Medical, dental, and vision insurance,
- Unlimited PTO
- Equity options for all employees,
- Relaxed and open work environment,
- Quarterly company events
- Free Snacks
- Spot Bonuses/Recognition
- Opportunity to advance quickly personally and professionally due to high opportunity + accountability culture
About Finexio
Finexio simplifies accounts payable payments by eliminating all friction in payment delivery and supplier payment acceptance. Finexios comprehensive Accounts Payable Payments as a Service solution leverages proprietary analytics and robotic process automation to drive maximum conversion rates of suppliers to electronic payments. Finexios intelligent business to business payment network identifies, delivers, and supports ten forms of payment, generating revenue and cost savings for Accounts Payable departments while offering complete transparency and control of the payment process. To learn more, visit Finexios website at https://finexio.com.
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