What are the responsibilities and job description for the Customer Implementation Project Manager position at Finexio?
Job Description
Job Description
Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business-to-business payments. Finexio simplifies the way businesses process and receive B2B payments by integrating electronic payments and cash flow improvement solutions directly into customers’ accounts payable and procurement software.
Our vision is a world in which finance leaders only have to decide “what” to pay- Finexio’s software seamlessly handles the “how” and the “when”.
We are growing revenue over 100% per year and are a leading disruptor in the B2B Payments and Fintech industry. The company has raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank, Mendon Venture Partners, and Valley Bank. These investors believe in the mission and technology so much so they are also customers and partners.
Finexio is simplifying the way businesses make and receive business payments by integrating electronic payments and cash flow improvement solutions directly into customers' business process 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 200% per year and a true disruptor in the B2B Payments and Fintech industry.
The Role
We are looking for an Onboarding Implementation 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 are an ideal candidate for this role if you have a track record of working in the payment industry. You will work across functionally with Sales, Account Management, Client Operations, Finance, and Product teams at Finexio, while externally you will work with Partner and Customer teams. A typical project involves cohesive project execution of a project team composed of internal resources, Partner resources and Customer resources. This is a high visibility role with an exciting opportunity to create immediate impacts and quickly make a difference to Finexio hyper growth goals.
What you will be responsible for :
- 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
Requirements
Benefits
Why You’ll Love Working at Finexio :
What We Offer :
Compensation : $125,000 - $175,000 equity.
Salary : $125,000 - $175,000
