Finexio

The Client Operations Associate is responsible for delivering exceptional customer experiences by responding to inquiries and resolving customer issues. This role involves troubleshooting technical issues, managing support tickets, and collaborating with internal teams to meet customer needs. | Candidates should have a minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong communication skills, attention to detail, and experience in payments or fintech are preferred. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! Key Responsibilities Actively understand customer needs and clearly communicate to ensure exceptional customer experience. Troubleshoot technical issues by providing timely support via phone and email. Guide customers through solutions and escalate complex issues to the appropriate teams when needed. Manage and track support tickets in Salesforce from creation through resolution. Deliver personalized solutions based on each customer’s unique requirements and communicate them effectively. Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously. Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork. Handle sensitive and confidential information with professionalism, in alignment with Finexio’s values. Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date. Collaborate with cross-functional teams to ensure customer needs are fully understood and met. Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning. Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis. Bachelor’s degree preferred Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong attention to detail and research skills Excellent verbal and written communication skills Experience working with or within payments, financial services, fintech, AP/AR preferred Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally. 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: $45,000 - $60,000

The Client Operations Associate is responsible for delivering exceptional customer experiences by responding to inquiries and resolving customer issues. This role requires troubleshooting technical issues and collaborating with internal teams to ensure customer needs are met. | Candidates should have a minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong communication skills and attention to detail are essential, along with a background in payments or accounting. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! Key Responsibilities Actively understand customer needs and clearly communicate to ensure exceptional customer experience. Troubleshoot technical issues by providing timely support via phone and email. Guide customers through solutions and escalate complex issues to the appropriate teams when needed. Manage and track support tickets in Salesforce from creation through resolution. Deliver personalized solutions based on each customer’s unique requirements and communicate them effectively. Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously. Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork. Handle sensitive and confidential information with professionalism, in alignment with Finexio’s values. Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date. Collaborate with cross-functional teams to ensure customer needs are fully understood and met. Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning. Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis. Bachelor’s degree preferred Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong attention to detail and research skills Excellent verbal and written communication skills Experience working with or within payments, financial services, fintech, AP/AR preferred Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally. 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: $45,000 - $60,000

The Client Operations Associate is responsible for delivering exceptional customer experiences by responding to inquiries and resolving issues. They will manage support tickets, troubleshoot technical problems, and collaborate with internal teams to ensure customer needs are met. | Candidates should have a minimum of 2 years of customer-facing experience in the financial services or technology industry. Strong communication skills, attention to detail, and the ability to handle challenging situations are essential. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! Key Responsibilities Actively understand customer needs and clearly communicate to ensure exceptional customer experience. Troubleshoot technical issues by providing timely support via phone and email. Guide customers through solutions and escalate complex issues to the appropriate teams when needed. Manage and track support tickets in Salesforce from creation through resolution. Deliver personalized solutions based on each customer’s unique requirements and communicate them effectively. Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously. Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork. Handle sensitive and confidential information with professionalism, in alignment with Finexio’s values. Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date. Collaborate with cross-functional teams to ensure customer needs are fully understood and met. Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning. Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis. Bachelor’s degree preferred Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong attention to detail and research skills Excellent verbal and written communication skills Experience working with or within payments, financial services, fintech, AP/AR preferred Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally. 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: $45,000 - $60,000

The Client Operations Associate is responsible for delivering exceptional customer experiences by responding to inquiries and resolving customer issues. This role involves troubleshooting technical issues, managing support tickets, and collaborating with internal teams to meet customer needs. | Candidates should have a minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong communication skills, attention to detail, and experience in payments or fintech are preferred. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! Key Responsibilities Actively understand customer needs and clearly communicate to ensure exceptional customer experience. Troubleshoot technical issues by providing timely support via phone and email. Guide customers through solutions and escalate complex issues to the appropriate teams when needed. Manage and track support tickets in Salesforce from creation through resolution. Deliver personalized solutions based on each customer’s unique requirements and communicate them effectively. Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously. Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork. Handle sensitive and confidential information with professionalism, in alignment with Finexio’s values. Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date. Collaborate with cross-functional teams to ensure customer needs are fully understood and met. Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning. Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis. Bachelor’s degree preferred Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong attention to detail and research skills Excellent verbal and written communication skills Experience working with or within payments, financial services, fintech, AP/AR preferred Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally. 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: $45,000 - $60,000

The Client Operations Associate is responsible for delivering exceptional customer experiences by responding to inquiries and resolving customer issues. This role requires troubleshooting technical issues and collaborating with internal teams to ensure customer needs are met. | Candidates should have a minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong communication skills and the ability to handle challenging situations are essential. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! Key Responsibilities Actively understand customer needs and clearly communicate to ensure exceptional customer experience. Troubleshoot technical issues by providing timely support via phone and email. Guide customers through solutions and escalate complex issues to the appropriate teams when needed. Manage and track support tickets in Salesforce from creation through resolution. Deliver personalized solutions based on each customer’s unique requirements and communicate them effectively. Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously. Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork. Handle sensitive and confidential information with professionalism, in alignment with Finexio’s values. Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date. Collaborate with cross-functional teams to ensure customer needs are fully understood and met. Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning. Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis. Bachelor’s degree preferred Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong attention to detail and research skills Excellent verbal and written communication skills Experience working with or within payments, financial services, fintech, AP/AR preferred Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally. 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: $45,000 - $60,000

The Client Operations Associate is responsible for delivering exceptional customer experiences by responding to inquiries and resolving customer issues. This role involves troubleshooting technical issues, managing support tickets, and collaborating with internal teams to meet customer needs. | Candidates should have a minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong attention to detail, excellent communication skills, and proven customer service abilities are essential. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! Key Responsibilities Actively understand customer needs and clearly communicate to ensure exceptional customer experience. Troubleshoot technical issues by providing timely support via phone and email. Guide customers through solutions and escalate complex issues to the appropriate teams when needed. Manage and track support tickets in Salesforce from creation through resolution. Deliver personalized solutions based on each customer’s unique requirements and communicate them effectively. Operate efficiently in a fast-paced environment while supporting multiple customers simultaneously. Collaborate closely with team members, demonstrating shared ownership, accountability, and teamwork. Handle sensitive and confidential information with professionalism, in alignment with Finexio’s values. Maintain and update supplier payment profiles, ensuring banking information, addresses, and contact details are accurate, secure, and up to date. Collaborate with cross-functional teams to ensure customer needs are fully understood and met. Maintain up-to-date knowledge of the payments ecosystem, AP-as-a-service models, relevant banking regulations, and accounting standards through continuous learning. Conduct preliminary research on potential fraudulent transactions and provide findings to the Risk & Compliance team for further analysis. Bachelor’s degree preferred Minimum of 2 years of experience in a customer-facing role within the financial services or technology industry. Strong attention to detail and research skills Excellent verbal and written communication skills Experience working with or within payments, financial services, fintech, AP/AR preferred Proven customer service and de-escalation skills, with the ability to handle challenging situations calmly and professionally. 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: $45,000 - $60,000

The Client Operations Associate is responsible for delivering exceptional customer experiences and resolving inquiries in a timely manner. They will also manage customer relationships and work cross-functionally to ensure seamless resolution of issues. | Candidates should have a bachelor's degree in business or marketing/communications and 2 to 4 years of customer contact experience, preferably in technology-related businesses. Knowledge of banking and payment-related products, as well as experience with Salesforce/Service Cloud, is preferred. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! What You’ll be doing Drives the success of Finexio’s customers including program management, customer service/support, training Develop strong knowledge of the accounts-payable processes and pain points. Focus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customers Maintains an understanding of customers’ immediate, short, and long- term business needs in order to protect, retain and increase revenues Inform product/sales of customer needs/requests Develop and maintain a strong working knowledge of Finexio’s solution Provide creative ideas to customer challenges and opportunities Work to resolve customer inquiries in a timely manner Facilitate the collection of information and documents as needed from customers to ensure a successful program. Educate customers on best practices, and processes Provide product training and documentation to customers Work cross-functionally with other teams and departments to ensure resolution of case inquiry is seamless Build strong, positive relationships with client base Experience Desired Excellent written and verbal communication skills. Strong Attention to Detail. Goal driven and results oriented. Must show empathy and take accountability in all that you do. Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up. Highly collaborative with clients and internal partners to achieve business goals. Natural relationship building- will need to develop both internal and external. Successful time management and work prioritization. Ability to anticipate client needs and develop plans to address in a timely manner. Experience working with Microsoft Office Suite. Qualifications Bachelor’s degree in business or marketing/communications. Equivalent work experience preferred. 2 to 4 years’ experience in technology related business, customer contact experience preferred. Knowledge of banking and payment-related products preferred. Knowledge of Salesforce/Service Cloud preferred. 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

The Client Operations Associate is responsible for delivering exceptional customer experiences by addressing inquiries and resolving issues. This role involves program management, customer service, and training to ensure customer success. | Candidates should have a bachelor's degree in business or marketing/communications and 2 to 4 years of experience in customer contact roles, preferably in technology. Knowledge of banking and payment-related products, as well as familiarity with Salesforce/Service Cloud, is preferred. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! What You’ll be doing Drives the success of Finexio’s customers including program management, customer service/support, training Develop strong knowledge of the accounts-payable processes and pain points. Focus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customers Maintains an understanding of customers’ immediate, short, and long- term business needs in order to protect, retain and increase revenues Inform product/sales of customer needs/requests Develop and maintain a strong working knowledge of Finexio’s solution Provide creative ideas to customer challenges and opportunities Work to resolve customer inquiries in a timely manner Facilitate the collection of information and documents as needed from customers to ensure a successful program. Educate customers on best practices, and processes Provide product training and documentation to customers Work cross-functionally with other teams and departments to ensure resolution of case inquiry is seamless Build strong, positive relationships with client base Experience Desired Excellent written and verbal communication skills. Strong Attention to Detail. Goal driven and results oriented. Must show empathy and take accountability in all that you do. Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up. Highly collaborative with clients and internal partners to achieve business goals. Natural relationship building- will need to develop both internal and external. Successful time management and work prioritization. Ability to anticipate client needs and develop plans to address in a timely manner. Experience working with Microsoft Office Suite. Qualifications Bachelor’s degree in business or marketing/communications. Equivalent work experience preferred. 2 to 4 years’ experience in technology related business, customer contact experience preferred. Knowledge of banking and payment-related products preferred. Knowledge of Salesforce/Service Cloud preferred. 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

The Client Operations Associate is responsible for delivering exceptional customer experiences by addressing inquiries and resolving issues. This role involves managing customer relationships and collaborating with internal teams to ensure customer satisfaction. | Candidates should have a bachelor's degree in business or marketing/communications and 2 to 4 years of experience in customer contact roles, preferably in technology. Knowledge of banking and payment-related products, as well as experience with Salesforce/Service Cloud, is preferred. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! What You’ll be doing Drives the success of Finexio’s customers including program management, customer service/support, training Develop strong knowledge of the accounts-payable processes and pain points. Focus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customers Maintains an understanding of customers’ immediate, short, and long- term business needs in order to protect, retain and increase revenues Inform product/sales of customer needs/requests Develop and maintain a strong working knowledge of Finexio’s solution Provide creative ideas to customer challenges and opportunities Work to resolve customer inquiries in a timely manner Facilitate the collection of information and documents as needed from customers to ensure a successful program. Educate customers on best practices, and processes Provide product training and documentation to customers Work cross-functionally with other teams and departments to ensure resolution of case inquiry is seamless Build strong, positive relationships with client base Experience Desired Excellent written and verbal communication skills. Strong Attention to Detail. Goal driven and results oriented. Must show empathy and take accountability in all that you do. Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up. Highly collaborative with clients and internal partners to achieve business goals. Natural relationship building- will need to develop both internal and external. Successful time management and work prioritization. Ability to anticipate client needs and develop plans to address in a timely manner. Experience working with Microsoft Office Suite. Qualifications Bachelor’s degree in business or marketing/communications. Equivalent work experience preferred. 2 to 4 years’ experience in technology related business, customer contact experience preferred. Knowledge of banking and payment-related products preferred. Knowledge of Salesforce/Service Cloud preferred. 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

The Client Operations Associate is responsible for delivering exceptional customer experiences by addressing inquiries and resolving issues. This role involves managing customer relationships and collaborating with internal teams to ensure customer satisfaction. | Candidates should have a bachelor's degree in business or a related field, along with 2 to 4 years of customer contact experience in a technology-related business. Knowledge of banking and payment-related products is preferred. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! What You’ll be doing Drives the success of Finexio’s customers including program management, customer service/support, training Develop strong knowledge of the accounts-payable processes and pain points. Focus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customers Maintains an understanding of customers’ immediate, short, and long- term business needs in order to protect, retain and increase revenues Inform product/sales of customer needs/requests Develop and maintain a strong working knowledge of Finexio’s solution Provide creative ideas to customer challenges and opportunities Work to resolve customer inquiries in a timely manner Facilitate the collection of information and documents as needed from customers to ensure a successful program. Educate customers on best practices, and processes Provide product training and documentation to customers Work cross-functionally with other teams and departments to ensure resolution of case inquiry is seamless Build strong, positive relationships with client base Experience Desired Excellent written and verbal communication skills. Strong Attention to Detail. Goal driven and results oriented. Must show empathy and take accountability in all that you do. Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up. Highly collaborative with clients and internal partners to achieve business goals. Natural relationship building- will need to develop both internal and external. Successful time management and work prioritization. Ability to anticipate client needs and develop plans to address in a timely manner. Experience working with Microsoft Office Suite. Qualifications Bachelor’s degree in business or marketing/communications. Equivalent work experience preferred. 2 to 4 years’ experience in technology related business, customer contact experience preferred. Knowledge of banking and payment-related products preferred. Knowledge of Salesforce/Service Cloud preferred. 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

The Client Operations Associate is responsible for delivering extraordinary customer experience by responding to inquiries and requests in a professional manner. They will work to resolve customer inquiries in a timely manner and facilitate the collection of information needed for successful program management. | Candidates should have a bachelor's degree in business or marketing/communications and 2 to 4 years of experience in technology-related business or customer contact. Knowledge of banking and payment-related products, as well as experience with Salesforce/Service Cloud, is preferred. | Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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. The Client Operations Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues. This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job! What You’ll be doing Drives the success of Finexio’s customers including program management, customer service/support, training Develop strong knowledge of the accounts-payable processes and pain points. Focus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customers Maintains an understanding of customers’ immediate, short, and long- term business needs in order to protect, retain and increase revenues Inform product/sales of customer needs/requests Develop and maintain a strong working knowledge of Finexio’s solution Provide creative ideas to customer challenges and opportunities Work to resolve customer inquiries in a timely manner Facilitate the collection of information and documents as needed from customers to ensure a successful program. Educate customers on best practices, and processes Provide product training and documentation to customers Work cross-functionally with other teams and departments to ensure resolution of case inquiry is seamless Build strong, positive relationships with client base Experience Desired Excellent written and verbal communication skills. Strong Attention to Detail. Goal driven and results oriented. Must show empathy and take accountability in all that you do. Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up. Highly collaborative with clients and internal partners to achieve business goals. Natural relationship building- will need to develop both internal and external. Successful time management and work prioritization. Ability to anticipate client needs and develop plans to address in a timely manner. Experience working with Microsoft Office Suite. Qualifications Bachelor’s degree in business or marketing/communications. Equivalent work experience preferred. 2 to 4 years’ experience in technology related business, customer contact experience preferred. Knowledge of banking and payment-related products preferred. Knowledge of Salesforce/Service Cloud preferred. 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

Manage and optimize client operations, onboarding, implementation, and fraud prevention teams to improve performance, process discipline, and client satisfaction. | 5+ years managing payments or fintech operations teams with experience in B2B payments, process standardization, KPI development, and cross-functional collaboration. | About Finexio Finexio is revolutionizing the way businesses make and receive B2B payments by embedding seamless, secure electronic payment solutions directly into customers’ existing business process software. As a high-growth fintech company, we focus on simplifying complex financial workflows while ensuring security, compliance, and operational excellence. We are hiring a Client Operations Sr. Manager to manage and enhance the day-to-day performance of our Operations at Finexio. This hands-on, functional management role reports directly to the COO and will serve as a key driver in operational execution, performance improvement, workflow standardization and client satisfaction. Role Summary The Client Operations Sr. Manager will oversee the delivery, process optimization, and scalability of operational management functions. This individual will lead and oversee cross-functional client operations teams with a focus on process discipline, performance tracking, stakeholder communication, and reporting/analytics. The role requires deep experience in the payments industry (especially AP/AR fintech or B2B payments), a metrics-driven mindset, and comfort working in fast-paced environments and defining processes. Specifically, we need assistance in managing our Client Operations, Onboarding and Implementation and Fraud Prevention and Compliance functions. The ideal candidate will bring process rigor to Finexio and have some experience in working with these functions. Key Responsibilities Client Operations Manage daily client operations to ensure timely and accurate service delivery. Enhance, define, and enforce Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and process improvement plans. Handle high-priority client escalations and support complex issue resolution in collaboration with internal teams. Use Salesforce, Looker, and Power BIto track, measure, and report performance metrics and drive data-informed improvements. Onboarding & Implementation Manage a team responsible for seamless onboarding of new clients and implementation of Finexio’s payment solutions. Develop repeatable, scalable onboarding workflows to reduce time-to-value for customers. Collaborate closely with Sales, Account Management, Product, and Engineering to optimize implementation timelines and client outcomes. Fraud Prevention & Compliance Manage Fraud Prevention processes and enhance our Fraud Prevention and Compliance team reporting Manage the oversight of Fraud Prevention and Compliance workflows to ensure efficiencies and security Serve as a liaison between Finexio Operations, Fraud Prevention and Compliance team and external customer communication. Industry & Functional Background Minimum 5 years of management experience in payments, treasury, AP/AR fintech, or payment processing operations. Deep understanding of B2B payments and money movement workflows (e.g., ACH, card, virtual card, check). Prior experience at a b2b payments fintech or direct competitor (e.g., AvidXchange, Bottomline, Billtrust) strongly preferred. Proven experience optimizing operational workflows through SOP creation, automation, and standardization. Experience overseeing and improving client onboarding and implementation programs in a SaaS or platform environment. Familiarity with fund reconciliation processes, treasury management, and financial risk mitigation. Leadership & Process Optimization Prior experience managing operational teams with direct reports or functional leadership responsibilities. Strategic problem solver capable of identifying bottlenecks, defining solutions, and driving implementation with minimal oversight. Proven ability to develop KPIs, analyze operational data, and report on progress and gaps to leadership. Comfortable managing competing priorities and navigating fast-changing environments with agility and resilience. Communication & Collaboration Strong communicator with the ability to coordinate cross-functionally with product, engineering, sales, and treasury teams. Able to represent operational functions clearly and professionally with internal stakeholders and, where appropriate, with clients and partners. High attention to detail, especially in regulated environments dealing with financial workflows and compliance protocols. Tools & Systems Salesforce (preferred) Payment reconciliation tools Data analytics and reporting platforms (e.g., Excel, PowerBI, etc.) 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 - $110k - $140k Base Salary + Equity

Lead end-to-end product delivery, develop and execute product strategy, manage cross-functional teams, and ensure customer-centric B2B SaaS solutions with measurable business impact. | 8+ years product management experience with enterprise SaaS, strong technical understanding of SaaS architecture and Agile methodologies, fintech or payments experience preferred, excellent communication and leadership skills. | About Finexio Finexio is a leading innovator in the B2B payments space, pioneering "AP Payments as a Service" — an embedded payments solution that seamlessly integrates with our customers' accounts payable and procurement software. Our mission is to eliminate manual, complex payment workflows so that finance leaders only have to decide "what" to pay — while our technology handles the "how" and the "when." Backed by strategic fintech investors including JP Morgan, NBH Bank, Mendon Venture Partners, and Patriot Financial Partners, Finexio is growing rapidly, and we are building a world-class team to support our next phase of scale. Position Overview As Director of Product Management, you will be responsible for leading the end-to-end delivery of Finexio's product initiatives. This role blends strategic thinking, cross-functional collaboration, and execution rigor to translate customer and business needs into actionable product development plans. You will serve as the connective tissue between business stakeholders, engineering, and external partners — ensuring timely delivery, user satisfaction, and measurable business impact. You will manage the development of detailed product requirements, user acceptance criteria, and drive the internal and external commercialization of new capabilities. A successful candidate will be a highly motivated product leader with strong business acumen, technical fluency, and a passion for building impactful B2B SaaS solutions. Key Responsibilities Strategic Planning & Execution • Define, implement, and manage a scalable product management framework, including scoring and prioritization models • Develop Finexio's short- and long-term product strategy aligned with company OKRs • Translate business cases and customer insights into clear product roadmaps and execution timelines • Partner with P&L owners, engineering, operations, and sales to ensure consistent delivery of customer value Product Delivery • Lead the product development lifecycle from concept through delivery, managing scope, acceptance criteria, and release schedules • Write business and technical requirement documents, including user stories, project plans, and user acceptance criteria • Coordinate and drive engineering teams to deliver high-quality, timely releases • Monitor release readiness, UAT outcomes, and post-launch performance to drive improvements Stakeholder Engagement & Communication • Serve as the primary liaison between engineering and internal stakeholders including Sales, Operations, and Compliance • Host regular roadmap reviews and cross-functional alignment meetings to ensure transparency and prioritization • Create and distribute C-suite-ready materials to communicate product strategy, goals, and KPIs • Collaborate with marketing and sales teams to support product launches and customer education efforts Customer-Focused Development • Define and manage internal and external product roadmaps with input from key stakeholders and customer feedback loops • Ingest, organize, and prioritize customer requests and suggestions for future roadmap alignment • Ensure the voice of the customer is embedded into every stage of the product development lifecycle • Build product solutions that deliver measurable outcomes — especially in security, compliance, automation, and partner/channel integrations Requirements • Bachelor's degree required; MBA or technical graduate degree highly preferred • 8+ years of progressive product management experience, including leading product teams for enterprise SaaS platforms • Proven success defining and launching B2B products with cross-functional teams • Strong technical understanding of modern SaaS architecture, APIs, Agile/Scrum methodologies, and the software development lifecycle (SDLC) • Experience working with or within payments, fintech, AP/AR automation, or ERP-integrated platforms is strongly preferred • Excellent written and verbal communication skills — able to convey technical and strategic concepts to both internal and external stakeholders • Data-driven mindset; comfortable using KPIs to track product health, customer value, and ROI Critical Success Competencies Accountability & Execution Excellence • Proven track record of consistently meeting deadlines with multiple concurrent projects and competing priorities • Demonstrated ability to proactively escalate blockers before they impact deliverables, rather than missing commitments silently • Experience taking full ownership of cross-functional initiatives from inception through delivery, including difficult conversations and decisions • Track record of following through on written commitments from senior leadership with specific timelines Proactive Communication & Transparency • Exceptional proactive communication skills — must provide regular, unprompted status updates to leadership and stakeholders • Strong written communication skills for creating clear guidance documents, requirements, and team direction • Experience communicating blockers and resource needs clearly and early, before they impact deliverables Process Management & Organizational Excellence • Hands-on experience implementing unified product roadmaps and consolidating multiple tracking systems into a single source of truth • Proven ability to create and maintain organized documentation that the entire organization can access and understand • Experience managing intake processes and eliminating workflow confusion across multiple stakeholders • Demonstrated success maintaining sprint backlogs and ensuring engineering teams always have ready work Team Leadership & Development • Experience providing clear, written guidance to direct reports with specific deliverables and timelines • Ability to create accountability systems that ensure team members are productive and aligned with priorities • Comfort with admitting knowledge gaps and seeking help when needed, while maintaining leadership credibility What Success Looks Like • Timely delivery of high-impact product features that support Finexio's revenue and operational goals • Measurable improvement in internal stakeholder satisfaction and customer adoption of new features • Streamlined cross-functional collaboration, resulting in fewer handoff issues between sales, onboarding, and product Increased transparency in product decision-making through clear scoring, documentation, and communication. Benefits Why You'll Love Working at Finexio • Culture: Collaborative, humble, and client-first — we win as a team • Speed: We move fast, reward innovation, and give you the opportunity to make a direct impact • Growth: Join a high-growth fintech leader disrupting the B2B payments space Benefits • Competitive salary and equity compensation • Medical, dental, and vision insurance • Unlimited PTO • Remote flexibility with periodic team offsites • Dynamic team culture with regular engagement and collaboration opportunities Compensation: Base Salary $165 - 190k + Equity and Performance Incentive

Manage and optimize client operations, onboarding, fraud prevention, and compliance functions to ensure scalable and efficient service delivery. | 5+ years management experience in payments or fintech operations, deep B2B payments knowledge, leadership in operational teams, and proficiency with Salesforce and data analytics. | About Finexio Finexio is revolutionizing the way businesses make and receive B2B payments by embedding seamless, secure electronic payment solutions directly into customers' existing business process software. As a high-growth fintech company, we focus on simplifying complex financial workflows while ensuring security, compliance, and operational excellence. We are hiring a Client Operations Sr. Manager to manage and enhance the day-to-day performance of our Operations at Finexio. This hands-on, functional management role reports directly to the COO and will serve as a key driver in operational execution, performance improvement, workflow standardization and client satisfaction. Role Summary The Client Operations Sr. Manager will oversee the delivery, process optimization, and scalability of operational management functions. This individual will lead and oversee cross-functional client operations teams with a focus on process discipline, performance tracking, stakeholder communication, and reporting/analytics. The role requires deep experience in the payments industry (especially AP/AR fintech or B2B payments), a metrics-driven mindset, and comfort working in fast-paced environments and defining processes. Specifically, we need assistance in managing our Client Operations, Onboarding and Implementation and Fraud Prevention and Compliance functions. The ideal candidate will bring process rigor to Finexio and have some experience in working with these functions. Key Responsibilities Client Operations • Manage daily client operations to ensure timely and accurate service delivery • Enhance, define, and enforce Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and process improvement plans • Handle high-priority client escalations and support complex issue resolution in collaboration with internal teams • Use Salesforce, Looker, and Power BIto track, measure, and report performance metrics and drive data-informed improvements Onboarding & Implementation • Manage a team responsible for seamless onboarding of new clients and implementation of Finexio's payment solutions • Develop repeatable, scalable onboarding workflows to reduce time-to-value for customers • Collaborate closely with Sales, Account Management, Product, and Engineering to optimize implementation timelines and client outcomes Fraud Prevention & Compliance • Manage Fraud Prevention processes and enhance our Fraud Prevention and Compliance team reporting • Manage the oversight of Fraud Prevention and Compliance workflows to ensure efficiencies and security • Serve as a liaison between Finexio Operations, Fraud Prevention and Compliance team and external customer communication Requirements Industry & Functional Background • Minimum 5 years of management experience in payments, treasury, AP/AR fintech, or payment processing operations • Deep understanding of B2B payments and money movement workflows (e.g., ACH, card, virtual card, check) • Prior experience at a b2b payments fintech or direct competitor (e.g., AvidXchange, Bottomline, Billtrust) strongly preferred • Proven experience optimizing operational workflows through SOP creation, automation, and standardization • Experience overseeing and improving client onboarding and implementation programs in a SaaS or platform environment • Familiarity with fund reconciliation processes, treasury management, and financial risk mitigation Leadership & Process Optimization • Prior experience managing operational teams with direct reports or functional leadership responsibilities • Strategic problem solver capable of identifying bottlenecks, defining solutions, and driving implementation with minimal oversight • Proven ability to develop KPIs, analyze operational data, and report on progress and gaps to leadership • Comfortable managing competing priorities and navigating fast-changing environments with agility and resilience Communication & Collaboration • Strong communicator with the ability to coordinate cross-functionally with product, engineering, sales, and treasury teams • Able to represent operational functions clearly and professionally with internal stakeholders and, where appropriate, with clients and partners • High attention to detail, especially in regulated environments dealing with financial workflows and compliance protocols Tools & Systems • Salesforce (preferred) • Payment reconciliation tools • Data analytics and reporting platforms (e.g., Excel, PowerBI, etc.) Benefits 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 - $110k - $140k Base Salary + Equity

Manage the entire sales cycle to build and grow channel partner networks and direct deals in the accounts payable and procure-to-pay software industry. | 5+ years enterprise AE experience with $1M+ quota, proficiency in Salesforce, excellent communication skills, willingness to travel, and preferably payments industry experience. | 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. Account Executives are a key source of new customer relationships for Finexio, and as a front-line AE you will be responsible for managing the entire sales cycle (both direct and channel partners) from the high-level strategy, to implementation, to marketing and sales efforts. You will work cross-functionally, both within Finexio and the partner’s organization to bring new payment solutions to the market for channel partners and corporate finance teams. Communicating effectively, taking initiative, and being organized are all key to success in this role. We are looking for a highly motivated and driven Sales Hunter/Account Executive to join our dynamic team, focusing on building and growing our channel partner network within the Accounts Payable Procure-to-Pay software industry. This is a high-energy, quota-driven role with the primary responsibility of prospecting, building a strong pipeline, and closing net new channel partnerships and direct deals from inception to contract signing. As a true HUNTER, you will be expected to have the dedication, internal drive, and thick skin necessary to navigate and accelerate long sales cycles, engage with decision-makers at the C-suite level, and create new business opportunities. This is an ideal role for someone with a strong background in commercial payments, who excels in prospecting and closing deals, and is looking for the challenge of expanding our market reach. Expectations for success in this role include attending 5 new executive level prospect meetings and 5 follow-up meetings each week. This will help build the foundation and metrics to drive continuous sales. Responsibilities Pipeline Management & CRM Excellence: Utilize Salesforce CRM to drive all sales activities, maintain accurate partner engagement records, and ensure complete visibility throughout the sales process while supporting precise revenue forecasting. Partner Prospecting & Development: Proactively identify and cultivate qualified channel partners within the Accounts Payable and Procure-to-Pay software ecosystem through strategic outreach via LinkedIn, industry events, referrals, and professional networks. Partner Qualification & Discovery: Conduct thorough qualification calls with prospective partners and direct customers to evaluate mutual fit, assess partnership potential, and advance qualified opportunities through the sales funnel using structured discovery frameworks. Executive Engagement & Presentations: Create and deliver impactful presentations, product demonstrations, and value propositions to C-level executives and key stakeholders at target partner organizations. Revenue Achievement: Consistently meet or exceed quarterly quotas for new channel partner agreements, targeting a minimum of 1 signed contract per quarter. Industry & Product Expertise: Maintain deep knowledge of fintech trends, competitive landscape, and evolving partner needs within the procure-to-pay market to position solutions effectively. Cross-Functional Collaboration: Work closely with Account Management, Product Development, Sales Development, and Partnership teams to ensure seamless partner onboarding and success. Data Management & Documentation: Capture critical prospect insights through strategic discovery questioning and maintain comprehensive, up-to-date records in Salesforce for team visibility and analysis. Bachelor’s degree (MBA a plus) 5+ years in enterprise as Account Executive Experience carrying $1M+ annual quota Willingness to travel domestically multiple times in each quarter Payments industry experience preferred but not required Proficiency in Salesforce (HubSpot a plus) Ability to thrive in a fast-paced environment Excellent communication and analytical skills 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: $120,000 -$130,000 Base Salary + Commissions & Equity. (OTE $200k - $265k)