Customer Implementation Project Manager, Finexio
$125-175k
+ Equity
More information about location
Digital B2B payment network
Open for applications
Digital B2B payment network
21-100 employees
Open for applications
$125-175k
+ Equity
More information about location
21-100 employees
Company mission
To eliminate costly, manual payments for businesses, they strive to design better, more cost-efficient ways to manage payments than printing and processing paper checks.
Role
Who you are
- 4+ years of experience leading, building, driving performance of SaaS software implementation projects in the enterprise space
- 7+ experience onboarding SaaS customers through APIs integrations or custom ETL integrations
- Must have late-startup or early-growth company experience – we are looking for a builder and leader who can drive execution, process evolution and improved outcomes
- Demonstrated ability to run projects, not just manage projects
- Demonstrated ability owning and taking accountability to ensure multi-party projects execute effectively and efficiently
- Experience delivering implementation projects within a channel partner framework, managing execution across internal, partner and client resources
- You have run complex multi-party, multi department software installation or transformation projects, often delivering on time and under budget
- Expertise in SaaS Implementation and Onboarding practices
- Experience developing, installing, training, and/or supporting B2B solutions
- Experience working in a business environment with growth rates above 50% per year or more
- Demonstrated ability for executive and associate level communication and presentation skills
- Track record of successfully managing multiple projects, project SOW and action planning, and fielding escalations
- Positive, can-do attitude combined with an ability to manage customer expectations and be assertive and persuasive
- Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes
- Entrepreneurial mindset; you’re a builder and passionate about developing processes and processes improvement
- Understand modern software architecture fundamentals
- Can read and understand technical flow and data diagrams
- Understands fundamentals of SSO and API integrations
- Be able to understand Client technology requirements and convey those to Finexio product and technology teams
- Ideal candidate should have experience supporting software engineering, architecture, or product development
- Must have Salesforce experience
- Experience with project management planning & reporting tools
- Undergraduate degree required
- This role is a remote position and will be required to work Eastern time zone hours
- Willingness to occasionally work beyond regular office hours when needed; limited travel is required
- Must truly desire to work in a fast paced, startup environment
- Naturally collaborative- prefers to work with teams vs. alone
- Must exhibit a sense of urgency and drive
- Must be a builder and problem solver
- Loves coming to work every day and working on new challenges
- Embraces transparency and open discussion of problems, often proposing possible solutions to challenges or barriers to growth
- Strong desire to delight customers in all that we do
- Open to learning and gaining exposure to new ideas, concepts, unfamiliar business models, and ways of thinking and working
What the job involves
- We are looking for an Onboarding Implementation Project Manager to tackle an exciting opportunity to assist us in scaling our Customer Onboarding organization through our next phase of growth
- This role is responsible for creating success for our customers through the hands-on management and delivery of an amazing customer experience with Finexio
- You will be an integral part of Finexio and be responsible for scaling and executing the customer onboarding strategy
- You will work cross functionally with Sales, Account Management, Client Operations, Finance, and Product teams at Finexio, while externally you will work with Partner and Customer teams
- You will be managing multiple implementation projects at a time and keep the internal and external cross functional teams informed of milestone dates and progress
- Provide project leadership at the beginning of the implementation by helping customers define goals to meet Finexio’s established targets by having clear, measurable, and actionable deliverables
- Maintain a strong sense of urgency to minimize project timelines and delays that prevent customers from achieving their goals and receiving value from Finexio as soon as possible
- Build and maintain strong relationships with clients, acting as the primary point of contact throughout the implementation process
- Develop timelines to keep the client on track for completing their “Go Live” requirements
- Lead status phone calls with client to ensure all target dates are being met and all outstanding questions for client have been answered
- Maintain up-to-date information in CRM and project management applications
- You will clearly define Finexio's implementation methodology and design Statements of Work (SOWs) that meet the needs of our various customer segments and our customer segmentation strategy
- Understand Finexio’s business goals and how each onboarding project supports those goals
- Build out an enhanced reporting mechanism to share team results broadly with company leadership
- Works strategically with Account Management leadership on customer relationships, monitoring customers financials and revenue projections
- You will partner closely with sales and solution consulting teams to ensure customers pre-sale expectations are exceeded in the post-sale experience
- Understands each customer's contract and Finexio services sold as well as ensuring unique product offerings are being delivered as expected as part of the onboarding
- Create a knowledge database which contains all documentation for internal and external communications
- Maintains an understanding of customers’ immediate, short, and long-term business needs to help identify and prioritize customer-driven enhancements
- Identify opportunities for creating more efficient and scalable solutions to the onboarding process and design and implement digital automation
- Partner with product and engineering to continuously improve products and be a voice in the product roadmap
- Coordinate with internal teams, including Customer Operations, Supplier Enablement, Sales, and Product Development, to ensure a cohesive approach
- Responsible for executing project plans on time and consulting with stakeholders and providing direction to the implementation team when timelines change
- Determines and manages program risks effectively
- Answers customer questions and guides them to a successful implementation of Finexio
Our take
When companies want to improve business cash flow, attention often turns to the money moving out of their bank accounts, in other words, accounts payable. Finexio is a B2B payment network that makes use of analytics and cloud-enabled automation to help businesses simplify and maximize AP payments.
Finexio has built an impressive customer base and manages nearly $100 billion in B2B invoice spend annually, with more than 60,000 companies from a range of industries (including Amherst College, Worldwide Produce, and Vicon) making and receiving payments through the platform.
As an increasing number of businesses reconsider the way they make and receive payments, with many switching to digital systems, Finexio has seen a consistent increase in month-over-month business growth. The company’s continued funding efforts (with investment leaders including J.P. Morgan and Patriot Financial Partners) have enabled it to focus on expanding its team and accelerating product development.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Oct 2022
$31m
SERIES B
Jul 2022
$14m
SERIES B
Total funding: $93.5m
Company benefits
- The chance to work in a fast paced environment with payment industry leaders
- 70% paid medical, dental and vision starting on the first of the month following your start date
- Flexible vacation policy – work with your manager to schedule time off
- Weekly company meetings – opportunity to interact with the Leadership Team to grow and learn
Company values
- Clients first
- Humble
- Collaborative
Company HQ
Colonial Town Center, Orlando, FL
Articles
Leadership
Ernest Rolfson
(CEO)Studied at NYU and UCL in London. Was a Senior Consultant at Ernst & Young before becoming VP of Healthcare and US Market Development at MasterCard. Was VP of Corporate Alliances at Emdeon, a revenue and payment cycle management provider. Is a Mentor at a number of institutions, including the University of Florida.
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