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[Remote] Strategic Account Manager, Channel Partners and Direct Customers

100% Remote Full-time Open now

Note: The job is a remote job and is open to candidates in USA. Finexio is a leader in AP Payments as a Service, simplifying B2B payment processes for businesses. They are seeking an experienced Strategic Account Manager to manage and grow a portfolio of channel partners and direct customers, focusing on retention and revenue expansion through strong relationships and data-driven insights.

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

Skills

  • 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

  • Competitive salary and stock options
  • Medical, dental, and vision
  • Unlimited vacation policy
  • Quarterly virtual team building activities and monthly team lunches

Company Overview

  • Finexio provides an embedded AP payments solution optimizing, monetizing, and securing the entire B2B payment process. It was founded in 2015, and is headquartered in Orlando, Florida, USA, with a workforce of 51-200 employees. Its website is http://finexio.com/.
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