Strategic Account Manager, Channel Partners and Direct Customers

Finexio is a leader in AP Payments as a Service, simplifying B2B payments for businesses. They are seeking an experienced Strategic Account Manager to manage a focused portfolio of channel partners and direct customers, responsible for retention, revenue expansion, and data reporting.

Responsibilities:

• Own relationships with assigned channel and technology partners, serving as their primary point of contact at Finexio
• Drive joint growth plans, co selling motions, and partner enablement to expand payment volume and revenue through the partner channel
• Build trusted relationships across partner organizations, from day to day contacts through senior stakeholders
• Serve as the primary point of contact for a portfolio of direct Finexio customers, helping them realize the full value of Finexio products and services throughout the relationship
• Focus on retention and Net Revenue Retention, identifying and closing expansion opportunities for new solutions, projects, and electronic payments
• Maintain a deep understanding of each customer's immediate, short, and long term business needs in order to protect, retain, and grow revenue
• Own the data, reporting, and analytics for your portfolio, including payment volume, product adoption, and revenue performance
• Use the reporting and dashboards that track the health and growth of both partner and customer accounts
• Plan and lead quarterly and annual business reviews for partners and customers, presenting performance, insights, and recommendations in a clear and professional manner
• Review payment volumes and provide feedback on potential new electronic suppliers, with the ability to analyze the data and present it concisely
• Provide proactive communication both internally and externally so partner and customer needs are met
• Influence the product roadmap by bringing partner and customer feedback into product discussions
• Partner with Sales, Onboarding, and Operations to deliver smooth transitions and a consistent experience
• Contribute to feasibility studies, statements of work, and RFP and RFI responses as needed

Requirements:

• Five or more years in a customer facing account management or partner management role, with seven or more preferred given the breadth of this portfolio, ideally in payments, fintech, or B2B software
• Track record of managing partners or customers, increasing product adoption, action planning, and handling escalations
• Strong data and analytical skills, with the ability to own reporting and turn data into clear recommendations
• Experience preparing and leading business reviews with partners or customers
• Ability to manage several partners, customers, and projects simultaneously in a fast paced, rapidly changing environment
• Excellent communication skills and the ability to build rapport at all levels of an organization
• Comfort with CRM and reporting tools such as Salesforce, along with BI or analytics platforms
• Willingness to occasionally work beyond regular office hours when needed, with approximately 25 percent travel
• Seven or more years in a customer facing account management or partner management role, ideally in payments, fintech, or B2B software
• Previous start up experience