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Published 2023-06-23

Account Management Leader

Type of job: Remote
Country: United States
City: Orlando, Florida
Company: Finexio

Description of the offer

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.

Finexio is committed to delivering an exceptional experience to all our potential customers. As the Account Management Leader, you’ll play a key role in Finexio’s growth and long-term success by driving the strategy and programs to support both business growth and customer experience. You will lead the customer experience across the organization while creating a persistent customer-first mindset. You will also oversee the customer lifecycle, ensuring a positive customer experience and effectively demonstrating the value proposition through the establishment and measurement of metrics for defining the relationship with customers and value to the business.

In this role, you will advise and consult with clients at the senior management/executive level providing industry insight, technology acumen, knowledge of business processes and support /expertise to clients. As part of serving internal and external clients, you should be comfortable with coordination across business units and maintaining client relationships.


  • Ten (10) years of experience in one or more of the following areas: Finance, Sales, Operations, Marketing and Customer Acquisition/Retention/Satisfaction.
  • Five (5) years of experience leading a department in a related field.
  • Demonstrated ability to utilize various process improvement methodologies to create and enhance existing customer service and experiences.
  • Demonstrated ability to influence and create consensus with all levels of employees and external customers.
  • Excellent organizational, analytical multi-tasking and time management skills.
  • Ability to provide internal and external customers with courteous and professional experience.
  • Proficiency in Microsoft Office Suite.
  • Ability to work with a diverse workforce.
  • Ability to analyze complex problems or situations and develop effective solutions
  • Exceptional work ethic, time management, and organizational skills
  • Ability to complete job responsibilities with minimal supervision



  • Experience building and leading Account Management teams and creating processes and frameworks for scalability and growth
  • Engage the organization in managing customer relationships, revenue and profit
  • Drive the organization to work together in providing great service but maintain a focus on revenue
  • Responsible for presenting and explaining Finexio portfolio, communicating industry best practices, and driving revenue targets
  • Internally, communicate customers/prospects business needs to the larger sales and operations team
  • Influences cross-company agreement on how to deliver the greatest value to customers and drive revenue targets
  • Must have familiarity with implementing processes and reporting standards that create a culture of accountability
  • Create and improve processes for a standardized customer experience
  • Works with all internal Operations leaders to ensure buy-in and support for all customer focused initiatives
  • Represent Finexio as an industry expert at conferences, events and client
  • Act as voice of the customer at all Finexio Leadership meetings and provide customer viewpoint for all future Finexio strategic initiatives and decisions.
  • Partner with Sales and Marketing to ensure customer objectives and seamless transition to Onboarding
  • The ideal candidate has experience meeting a revenue target for their customers portfolio


Why You’ll Love Working at Finexio:

  • Culture: We are a humble, client-first team that is 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 creating a world-class company

What We Offer:

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

Compensation: $145,000 – $185,000 base + equity.

How to apply?

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