Strategic Implementation Project Leader, Finexio
$110-145k
+ Stock options
Digital B2B payment network
Open for applications
Digital B2B payment network
21-100 employees
Open for applications
$110-145k
+ Stock options
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
- This role is for a “proactive” and “functional” implementation leader
- 4+ years of experience leading, building, driving performance of SaaS software implementation projects in the enterprise space
- Experience with API integrations or custom ETL integrations. (Preferred)
- Must have late-startup or early-growth company experience
- 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
- 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
- Excellent communication and presentation skills to effectively communicate information to internal and external stakeholders, including the ability to chair meetings or host webinars
- Technical Requirements:
- 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
- The ideal candidate should have experience supporting software engineering, architecture, or product development
- Experience with project management planning & reporting tools (Ex: Monday.com)
What the job involves
- As a Strategic Implementation Project Manager (SIPM) at Finexio, you will configure and implement our software based on our clients’ requirements with responsibility for system adoption and client success
- SIPMs will work directly with channel partners and/or clients to define their needs, evaluate their current processes, offer best practices and manage partners/clients through the project implementation of the Finexio system
- SIPMs are experienced, functional project managers and will leverage their subject matter expertise in the configuration and use of our software solution to meet individual client needs and will lead training sessions with various stakeholders and system end users to ensure system adoption
- SIPMs are expected to manage multiple implementation projects concurrently and will coordinate with internal resources as necessary to ensure client satisfaction and success
- SIPMs work on large, complex implementations where they will develop customized project plans, consult on business process for system usage, manage client expectations at the executive level (incl relationship and contract discussions) and lead program configuration and training sessions
- SIPMs may be engaged in Sales processes as needed to support sales efforts
- Develop client relationships as the primary point of contact following the sale, and hand off to Account Management, Client Operations and Supplier Enablement upon successful completion of the implementation
- Create a detailed implementation/project plan(s), outline risks with the partner/client, and identify solutions to unforeseen implementation challenges
- Identify, develop, and provide consultative expertise on best practices
- Lead kick-off, training and weekly partner/client facing sessions to understand the client’s existing and future needs and maintain accountability for project tasks and timelines
- Training sessions: Conducting training sessions with individuals or groups, and spending time with students on a one-on-one basis
- Training evaluation: Assessing training needs, evaluating the effectiveness of training, and following up with participants to reinforce their new skills
- Configure software to meet the client’s requirements and ensure that appropriate testing and peer-reviewing is completed before transition to Account Management, Client Operations, and Supplier Enablement
- Maintain detailed project work plans, issue logs, key decisions, open action items, and present the project status to internal management and customer stakeholders
- Convene relationship/contract discussions as necessary to manage scope and client expectations
- Influence key decision makers to best leverage software to meet their stated goals and objectives, which may include challenging assumptions and recommendations to ensure optimal client outcomes
- Identify issues and develop solutions, escalating when necessary to ensure that implementations stay on schedule
- Coordinate and motivate stakeholders to adopt the software while thoroughly educating them using consultative skills and best practices
- Share client feedback and ideas with Product, and act as “voice of the customer” to advocate for product enhancements
- Work with internal partners as needed to ensure a smooth customer experience and collect data from customers regarding their onboarding experience
- Performs other duties as assigned
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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