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Customer Implementation Project Leader

Finexio
United StatesRemotefull_timeVerifiedPosted 8 Oct 2024
💰 $175,000/yr($125,000/yr$175,000/yr)

About the role

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 Project Leader 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 providing positive launch experiences and increasing the speed and depth of customer adoption to drive acceleration of Finexio payment volume goals. 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. A typical project involves cohesive project execution of a project team comprised 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. This role will be responsible for managing a team of project managers and taking on complex projects.

 

Requirements

  • 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. 

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
  • Ideal candidate should have experience supporting software engineering, architecture, or product development
  • Must have Salesforce experienc

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Company

Finexio

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