Finexio
About Finexio Finexio is revolutionizing the way businesses make and receive B2B payments by embedding seamless, secure electronic payment solutions directly into customers’ existing business process software. As a high-growth fintech company, we focus on simplifying complex financial workflows while ensuring security, compliance, and operational excellence.
Role Summary The Client Operations Sr. Manager will oversee the delivery, process optimization, and scalability of operational management functions. This individual will lead and oversee cross-functional client operations teams with a focus on process discipline, performance tracking, stakeholder communication, and reporting/analytics. The role requires deep experience in the payments industry (especially AP/AR fintech or B2B payments), a metrics-driven mindset, and comfort working in fast-paced environments and defining processes. Specifically, we need assistance in managing our Client Operations, Onboarding and Implementation and Fraud Prevention and Compliance functions. The ideal candidate will bring process rigor to Finexio and have some experience in working with these functions.
Key Responsibilities
Key Responsibilities
Client Operations
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Client Operations
Manage daily client operations to ensure timely and accurate service delivery
Enhance, define, and enforce Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and process improvement plans
Handle high-priority client escalations and support complex issue resolution in collaboration with internal teams
Use Salesforce, Looker, and Power BIto track, measure, and report performance metrics and drive data-informed improvements
Onboarding & Implementation
Manage a team responsible for seamless onboarding of new clients and implementation of Finexio’s payment solutions
Develop repeatable, scalable onboarding workflows to reduce time-to-value for customers
Collaborate closely with Sales, Account Management, Product, and Engineering to optimize implementation timelines and client outcomes
Fraud Prevention & Compliance
Manage Fraud Prevention processes and enhance our Fraud Prevention and Compliance team reporting
Manage the oversight of Fraud Prevention and Compliance workflows to ensure efficiencies and security
Serve as a liaison between Finexio Operations, Fraud Prevention and Compliance team and external customer communication
Requirements Industry & Functional Background
Minimum 5 years of management experience in payments, treasury, AP/AR fintech, or payment processing operations
Deep understanding of B2B payments and money movement workflows (e.g., ACH, card, virtual card, check)
Prior experience at a b2b payments fintech or direct competitor (e.g., AvidXchange, Bottomline, Billtrust) strongly preferred
Proven experience optimizing operational workflows through SOP creation, automation, and standardization
Experience overseeing and improving client onboarding and implementation programs in a SaaS or platform environment
Familiarity with fund reconciliation processes, treasury management, and financial risk mitigation
Leadership & Process Optimization
Prior experience managing operational teams with direct reports or functional leadership responsibilities
Strategic problem solver capable of identifying bottlenecks, defining solutions, and driving implementation with minimal oversight
Proven ability to develop KPIs, analyze operational data, and report on progress and gaps to leadership
Comfortable managing competing priorities and navigating fast-changing environments with agility and resilience
Communication & Collaboration
Strong communicator with the ability to coordinate cross-functionally with product, engineering, sales, and treasury teams
Able to represent operational functions clearly and professionally with internal stakeholders and, where appropriate, with clients and partners
High attention to detail, especially in regulated environments dealing with financial workflows and compliance protocols
Tools & Systems
Salesforce (preferred)
Payment reconciliation tools
Data analytics and reporting platforms (e.g., Excel, PowerBI, etc.)
Benefits Why You’ll Love Working at Finexio:
Culture: We are a humble, client-first team that is focused on collaborative data-driven success
Speed: We move fast, love new ideas and give you the opportunity to push your limits
Growth: We are expanding rapidly into new markets, launching new services and creating a world-class company
What We Offer:
The chance to work in a fast-paced start-up environment with experienced industry leaders
An environment where you can dive deep into the latest technologies and make a real, measurable impact
Employee Engagement – Quarterly virtual team building activities and monthly team lunches
Competitive salary and stock options
Medical, dental, and vision
Unlimited Vacation Policy
Compensation – $110k – $140k Base Salary Equity
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Role Summary The Client Operations Sr. Manager will oversee the delivery, process optimization, and scalability of operational management functions. This individual will lead and oversee cross-functional client operations teams with a focus on process discipline, performance tracking, stakeholder communication, and reporting/analytics. The role requires deep experience in the payments industry (especially AP/AR fintech or B2B payments), a metrics-driven mindset, and comfort working in fast-paced environments and defining processes. Specifically, we need assistance in managing our Client Operations, Onboarding and Implementation and Fraud Prevention and Compliance functions. The ideal candidate will bring process rigor to Finexio and have some experience in working with these functions.
Key Responsibilities
Key Responsibilities
Client Operations
\u200b
Client Operations
Manage daily client operations to ensure timely and accurate service delivery
Enhance, define, and enforce Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and process improvement plans
Handle high-priority client escalations and support complex issue resolution in collaboration with internal teams
Use Salesforce, Looker, and Power BIto track, measure, and report performance metrics and drive data-informed improvements
Onboarding & Implementation
Manage a team responsible for seamless onboarding of new clients and implementation of Finexio’s payment solutions
Develop repeatable, scalable onboarding workflows to reduce time-to-value for customers
Collaborate closely with Sales, Account Management, Product, and Engineering to optimize implementation timelines and client outcomes
Fraud Prevention & Compliance
Manage Fraud Prevention processes and enhance our Fraud Prevention and Compliance team reporting
Manage the oversight of Fraud Prevention and Compliance workflows to ensure efficiencies and security
Serve as a liaison between Finexio Operations, Fraud Prevention and Compliance team and external customer communication
Requirements Industry & Functional Background
Minimum 5 years of management experience in payments, treasury, AP/AR fintech, or payment processing operations
Deep understanding of B2B payments and money movement workflows (e.g., ACH, card, virtual card, check)
Prior experience at a b2b payments fintech or direct competitor (e.g., AvidXchange, Bottomline, Billtrust) strongly preferred
Proven experience optimizing operational workflows through SOP creation, automation, and standardization
Experience overseeing and improving client onboarding and implementation programs in a SaaS or platform environment
Familiarity with fund reconciliation processes, treasury management, and financial risk mitigation
Leadership & Process Optimization
Prior experience managing operational teams with direct reports or functional leadership responsibilities
Strategic problem solver capable of identifying bottlenecks, defining solutions, and driving implementation with minimal oversight
Proven ability to develop KPIs, analyze operational data, and report on progress and gaps to leadership
Comfortable managing competing priorities and navigating fast-changing environments with agility and resilience
Communication & Collaboration
Strong communicator with the ability to coordinate cross-functionally with product, engineering, sales, and treasury teams
Able to represent operational functions clearly and professionally with internal stakeholders and, where appropriate, with clients and partners
High attention to detail, especially in regulated environments dealing with financial workflows and compliance protocols
Tools & Systems
Salesforce (preferred)
Payment reconciliation tools
Data analytics and reporting platforms (e.g., Excel, PowerBI, etc.)
Benefits Why You’ll Love Working at Finexio:
Culture: We are a humble, client-first team that is focused on collaborative data-driven success
Speed: We move fast, love new ideas and give you the opportunity to push your limits
Growth: We are expanding rapidly into new markets, launching new services and creating a world-class company
What We Offer:
The chance to work in a fast-paced start-up environment with experienced industry leaders
An environment where you can dive deep into the latest technologies and make a real, measurable impact
Employee Engagement – Quarterly virtual team building activities and monthly team lunches
Competitive salary and stock options
Medical, dental, and vision
Unlimited Vacation Policy
Compensation – $110k – $140k Base Salary Equity
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