Strategic Account Manager – Channel Partners, Direct Customers

This is a fully remote position, open to applicants in Florida, +2 more states.

📋 Description

• Manage relationships with designated channel and technology partners, acting as their main contact at Finexio.

• Develop collaborative growth strategies, co-selling initiatives, and partner training to enhance payment volume and revenue through the partner channel.

• Establish trustworthy connections within partner organizations, engaging with both daily contacts and senior stakeholders.

• Act as the main liaison for a portfolio of direct Finexio clients, assisting them in maximizing the value derived from Finexio products and services throughout the partnership.

• Prioritize customer retention and Net Revenue Retention, identifying and securing opportunities for expansion through new solutions, projects, and electronic payment methods.

• Maintain an in-depth understanding of each customer's current, short-term, and long-term business requirements to safeguard, retain, and increase revenue.

• Manage the data, reporting, and analytics for your portfolio, including metrics such as payment volume, product usage, and revenue performance.

• Utilize reporting and dashboards to monitor the health and growth of both partner and customer accounts.

• Organize and conduct quarterly and annual business reviews for partners and customers, delivering performance insights and recommendations in a professional and clear manner.

• Ensure proactive communication internally and externally to meet partner and customer needs.

• Influence the product roadmap by incorporating partner and customer feedback into product discussions.

• Collaborate with Sales, Onboarding, and Operations to ensure smooth transitions and a consistent customer experience.

⛳️ Requirements

• At least five years of experience in a customer-facing account management or partner management role, with seven or more years preferred for this portfolio, ideally within payments, fintech, or B2B software sectors.

• Proven history of managing partners or customers, enhancing product adoption, planning actions, and addressing escalations.

• Strong data analysis skills, capable of taking ownership of reporting and transforming data into actionable recommendations.

• Experience in preparing and leading business reviews with partners or customers.

• Ability to manage multiple partners, customers, and projects concurrently in a fast-paced, rapidly evolving environment.

• Excellent communication skills with the ability to establish rapport across all organizational levels.

• Proficiency with CRM and reporting tools such as Salesforce, along with BI or analytics platforms.

• Willingness to occasionally work outside of regular office hours as needed, with approximately 25 percent travel.

• Prior experience in a startup environment is a plus.

🏝️ Benefits

• Culture: We pride ourselves on being a humble, client-first team dedicated to collaborative, data-driven success.

• Speed: We thrive on innovation, move quickly, and encourage you to challenge your limits.

• Growth: We are rapidly expanding into new markets, launching innovative services, and creating a company that is transforming the B2B payments landscape.

• **What we offer**

• The opportunity to work in a dynamic environment alongside experienced industry leaders.

• A setting where you will engage with emerging payment technologies and make a meaningful impact.

• Quarterly virtual team-building events and monthly team lunches.

• Competitive salary and stock options.

• Medical, dental, and vision coverage.

• An unlimited vacation policy.