Client Operations Associate

Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business the 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 250+% 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 Associate is responsible for delivering extraordinary customer experience that serves as a differentiator by responding to inquiries, requests and general customer correspondence in a professional and timely manner. It is expected that the Client Operations Associate will be able to independently bring most customer questions to a resolution or, when necessary, act as a liaison between the customer and various internal partners to resolve more complex customer requests or issues.This is a fast-paced environment, and this job requires the ability to adapt to a changing environment. The ideal candidate will have customer support experience within the financial sector and understands accounting. If you live to make customers happy and successful, then you may be the right person for this job!What You'll Be DoingDrives the success of Finexio's customers including program management, customer service/support, trainingDevelop strong knowledge of the accounts-payable processes and pain pointsFocus on what the customer wants and needs and effectively communicate that to our team so that we can better serve our customersMaintains an understanding of customers' immediate, short, and long- term business needs in order to protect, retain and increase revenuesInform product/sales of customer needs/requestsDevelop and maintain a strong working knowledge of Finexio's solutionProvide creative ideas to customer challenges and opportunitiesWork to resolve customer inquiries in a timely mannerFacilitate the collection of information and documents as needed from customers to ensure a successful programEducate customers on best practices, and processesProvide product training and documentation to customersWork cross-functionally with other teams and departments to ensure resolution of case inquiry is seamlessBuild strong, positive relationships with client baseRequirementsExperience DesiredExcellent written and verbal communication skillsStrong Attention to DetailGoal driven and results orientedMust show empathy and take accountability in all that you doAbility to multi-task and stay organized while maintaining a pipeline of projects/follow upHighly collaborative with clients and internal partners to achieve business goalsNatural relationship building- will need to develop both internal and externalSuccessful time management and work prioritizationAbility to anticipate client needs and develop plans to address in a timely mannerExperience working with Microsoft Office SuiteQualificationsBachelor's degree in business or marketing/communicationsEquivalent work experience preferred2 to 4 years' experience in technology related business, customer contact experience preferredKnowledge of banking and payment-related products preferredKnowledge of Salesforce/Service Cloud preferredBenefitsWhy You'll Love Working at Finexio:Culture: We are a humble, client-first team that is focused on collaborative data-driven successSpeed: We move fast, love new ideas and give you the opportunity to push your limitsGrowth: We are expanding rapidly into new markets, launching new services and creating a world-class companyWhat We Offer:The chance to work in a fast-paced start-up environment with experienced industry leadersAn environment where you can dive deep into the latest technologies and make a real, measurable impactEmployee Engagement - Quarterly virtual team building activities and monthly team lunchesCompetitive salary and stock optionsMedical, dental, and visionUnlimited Vacation Policy