Client Operations Associate

March 19

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Logo of Finexio

Finexio

Commercial Payments • B2B Payments • Payments Processing • Payments Automation • Intelligent Payment Routing

51 - 200 employees

🤝 B2B

💳 Fintech

☁️ SaaS

💰 $35M Series B on 2022-10

Description

• Drives the success of Finexio’s customers including program management, customer service/support, training • Develop strong knowledge of the accounts-payable processes and pain points. • Focus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customers • Maintains an understanding of customers’ immediate, short and long- term business needs in order to protect, retain and increase revenues • Inform product/sales of customer needs/requests • Develop and maintain a strong working knowledge of Finexio’s solution • Provide creative ideas to customer challenges and opportunities • Work to resolve customer inquiries in a timely manner • Facilitate the collection of information and documents as needed from customer to ensure a successful program. • Educate customers on best practices, and processes • Provide product training and documentation to customers • Work cross-functionally with other teams and departments to ensure resolution of case inquiry is seamless • Build strong, positive relationships with client base

Requirements

• Excellent written and verbal communication skills. • Strong Attention to Detail. • Goal driven and results oriented. • Must show empathy and take accountability in all that you do. • Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up. • Highly collaborative with clients and internal partners to achieve business goals. • Natural relationship building- will need to develop both internal and external. • Successful time management and work prioritization. • Ability to anticipate client needs and develop plans to address in a timely manner. • Experience working with Microsoft Office Suite.

Benefits

• 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

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