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Client Operations Lead



Orlando, FL, USA
Posted on Saturday, May 25, 2024

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.

The Client Operations Lead is a hybrid position (Transactional Monitoring and Operational Efficiency & Customer Support and Service) while serving in a day-to-day mentoring and team leadership capacity.

Transactional Monitoring and Operational Efficiency: Implement and oversee robust transactional monitoring systems to ensure compliance with regulatory standards, while optimizing operational processes to enhance efficiency, and improve overall service delivery.

Customer Support and Service: Provide exceptional customer support by addressing inquiries, resolving issues promptly, and ensuring a positive customer experience, while continuously seeking opportunities to improve service quality and efficiency.

This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have client operations experience within the financial sector and an understanding of accounting. If you live to make customers happy and successful, you may be the right person for this job!