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Finexio Customer Implementation Project Manager in Charlotte, North Carolina

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.

Finexio is simplifying the way businesses make and receive business payments by integrating electronic payments and cash flow improvement solutions directly into customers' business process 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 200% per year and a true disruptor in the B2B Payments and Fintech industry.

The Role

We are looking for an Onboarding Implementation Project Manager to tackle an exciting opportunity to assist us in scaling our Customer Onboarding organization through our next phase of growth. This role is responsible for creating success for our customers through the hands-on management and delivery of an amazing customer experience with Finexio. You will be an integral part of Finexio and be responsible for scaling and executing the customer onboarding strategy. You are an ideal candidate for this role if you have a track record of providing positive launch experiences and increasing the speed and depth of customer adoption to drive acceleration of Finexio payment volume goals. You will work cross functionally with Sales, Account Management, Client Operations, Finance, and Product teams at Finexio, while externally you will work with Partner and Customer teams. A typical project involves cohesive project execution of a project team comprised of internal resources, Partner resources and Customer resources. This is a high visibility role with an exciting opportunity to create immediate impacts and quickly make a difference to Finexio hyper growth goals.


  • 4+ years of experience leading, building, driving performance of SaaS software implementation projects in the enterprise space

  • 7+ experience onboarding SaaS customers through APIs integrations or custom ETL integrations

  • Must have late-startup or early-growth company experience – we are looking for a builder and leader who can drive execution, process evolution and improved outcomes

  • Demonstrated ability to run projects, not just manage projects

  • Demonstrated ability owning and taking accountability to ensure multi-party projects execute effectively and efficiently

  • Experience delivering implementation projects within a channel partner framework, managing execution across internal, partner and client resources.

  • You have run complex multi-party, multi department software installation or transformation projects, often delivering on time and under budget

  • Expertise in SaaS Implementation and Onboarding practices

  • Experience developing, installing, training, and/or supporting B2B solutions.

  • Experience working in a business environment with growth rates above 50% per year or more

  • Demonstrated ability for executive and associate level communication and presentation skills

  • Track record of successfully managing multiple projects, project SOW and action planning, and fielding escalations

  • Positive, can-do attitude combined with an ability to manage customer expectations and be assertive and persuasive

  • Ability to manage multiple competing priorities, rapidly adapt and respond to customer requests and timeline changes.

  • Entrepreneurial mindset; you’re a builder and passionate about developing processes and processes improvement.

Technical Requirements

  • Understand modern software architecture fundamentals

  • Can read and understand technical flow and data diagrams

  • Understands fundamentals of SSO and API integrations

  • Be able to understand Client technology requirements and convey those to Finexio product and technology teams

  • Ideal candidate should have experience supporting software engineering, architecture, or product development

  • Must have Salesforce experience

  • Experience with project management planning & reporting tools

Other Requirements

  • Undergraduate degree required

  • This role is a remote position and will be required to work Eastern time zone hours.

  • Willingness to occasionally work beyond regular office hours when needed; limited travel is required

Cultural Requirements

  • Must truly desire to work in a fast paced, startup environment

  • Naturally collaborative- prefers to work with teams vs. alone

  • Must exhibit a sense of urgency and drive

  • Must be a builder and problem solver

  • Loves coming to work every day and working on new challenges

  • Embraces transparency and open discussion of problems, often proposing possible solutions to challenges or barriers to growth

  • Strong desire to delight customers in all that we do

  • Open to learning and gaining exposure to new ideas, concepts, unfamiliar business models, and ways of thinking and working


  • You will be managing multiple implementation projects at a time and keep the internal and external cross functional teams informed of milestone dates and progress.

  • Provide project leadership at the beginning of the implementation by helping customers define goals to meet Finexio’s established targets by having clear, measurable, and actionable deliverables.

  • Maintain a strong sense of urgency to minimize project timelines and delays that prevent customers from achieving their goals and receiving value from Finexio as soon as possible.

  • Build and maintain strong relationships with clients, acting as the primary point of contact throughout the implementation process.

  • Develop timelines to keep the client on track for completing their “Go Live” requirements

  • Lead status phone calls with client to ensure all target dates are being met and all outstanding questions for client have been answered

  • Maintain up-to-date information in CRM and project management applications.

  • You will clearly define Finexio's implementation methodology and design Statements of Work (SOWs) that meet the needs of our various customer segments and our customer segmentation strategy

  • Understand Finexio’s business goals and how each onboarding project supports those goals

  • Build out an enhanced reporting mechanism to share team results broadly with company leadership.

  • Works strategically with Account Management leadership on customer relationships, monitoring customers financials and revenue projections

  • You will partner closely with sales and solution consulting teams to ensure customers pre-sale expectations are exceeded in the post-sale experience

  • Understands each customer's contract and Finexio services sold as well as ensuring unique product offerings are being delivered as expected as part of the onboarding

  • Create a knowledge database which contains all documentation for internal and external communications

  • Maintains an understanding of customers’ immediate, short, and long-term business needs to help identify and prioritize customer-driven enhancements

  • Identify opportunities for creating more efficient and scalable solutions to the onboarding process and design and implement digital automation

  • Partner with product and engineering to continuously improve products and be a voice in the product roadmap

  • Coordinate with internal teams, including Customer Operations, Supplier Enablement, Sales, and Product Development, to ensure a cohesive approach.

  • Responsible for executing project plans on time and consulting with stakeholders and providing direction to the implementation team when timelines change

  • Determines and manages program risks effectively

  • Answers customer questions and guides them to a successful implementation of Finexio


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: $125,000 - $175,000 + equity.