Finexio
1 day ago Be among the first 25 applicants
Get AI-powered advice on this job and more exclusive features.
This range is provided by Finexio. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$110,000.00/yr - $140,000.00/yr 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.
We are hiring a
Client Operations Sr. Manager
to manage and enhance the day-to-day performance of our Operations at Finexio. This hands-on, functional management role reports directly to the COO and will serve as a key driver in operational execution, performance improvement, workflow standardization and client satisfaction.
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
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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function General Business Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Finexio by 2x Sign in to set job alerts for “Client Operations Manager” roles.
Client Service Manager - Employee Benefits, Small Business
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
$110,000.00/yr - $140,000.00/yr 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.
We are hiring a
Client Operations Sr. Manager
to manage and enhance the day-to-day performance of our Operations at Finexio. This hands-on, functional management role reports directly to the COO and will serve as a key driver in operational execution, performance improvement, workflow standardization and client satisfaction.
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
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 Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function General Business Industries IT Services and IT Consulting Referrals increase your chances of interviewing at Finexio by 2x Sign in to set job alerts for “Client Operations Manager” roles.
Client Service Manager - Employee Benefits, Small Business
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr