Client Operations Sr. Manager

Overview

Finexio is revolutionizing the way businesses make and receive B2B payments by embedding seamless, secure electronic payment solutions directly into customers' existing business process software. As a high-growth fintech company, we focus on simplifying complex financial workflows while ensuring security, compliance, and operational excellence.

We are hiring a Client Operations Sr. Manager to manage and enhance the day-to-day performance of our Operations s hands-on, functional management role reports directly to the COO and will serve as a key driver in operational execution, performance improvement, workflow standardization and client satisfaction.

The Client Operations Sr. Manager will oversee the delivery, process optimization, and scalability of operational management functions. This individual will lead and oversee cross-functional client operations teams with a focus on process discipline, performance tracking, stakeholder communication, and reporting/analytics. The role requires deep experience in the payments industry (especially AP/AR fintech or B2B payments), a metrics-driven mindset, and comfort working in fast-paced environments and defining processes.

Specifically, we need assistance in managing our Client Operations, Onboarding and Implementation and Fraud Prevention and Compliance functions. The ideal candidate will bring process rigor to Finexio and have some experience in working with these functions.

• Manage daily client operations to ensure timely and accurate service delivery
• Enhance, define, and enforce Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and process improvement plans
• Handle high-priority client escalations and support complex issue resolution in collaboration with internal teams
• Use Salesforce, Looker, and Power BI to track, measure, and report performance metrics and drive data-informed improvements

• Manage a team responsible for seamless onboarding of new clients and implementation of Finexio's payment solutions
• Develop repeatable, scalable onboarding workflows to reduce time-to-value for customers
• Collaborate closely with Sales, Account Management, Product, and Engineering to optimize implementation timelines and client outcomes

• Manage Fraud Prevention processes and enhance our Fraud Prevention and Compliance team reporting
• Manage the oversight of Fraud Prevention and Compliance workflows to ensure efficiencies and security
• Serve as a liaison between Finexio Operations, Fraud Prevention and Compliance team and external customer communication

• Minimum 5 years of management experience in payments, treasury, AP/AR fintech, or payment processing operations
• Deep understanding of B2B payments and money movement workflows (e.g., ACH, card, virtual card, check)
• Prior experience at a b2b payments fintech or direct competitor (e.g., Avid Xchange, Bottomline, Billtrust) strongly preferred
• Proven experience optimizing operational workflows through SOP creation, automation, and standardization
• Experience overseeing and improving client onboarding and implementation programs in a SaaS or platform environment
• Familiarity with fund reconciliation processes, treasury management, and financial risk mitigation

• Prior experience managing operational teams with direct reports or functional leadership responsibilities
• Strategic problem solver capable of identifying bottlenecks, defining solutions, and driving implementation with minimal oversight
• Proven ability to develop KPIs, analyze operational data, and report on progress and gaps to leadership
• Comfortable managing competing priorities and navigating fast-changing environments with agility and resilience

• Strong communicator with the ability to coordinate cross-functionally with product, engineering, sales, and treasury teams
• Able to represent operational functions clearly and professionally with internal stakeholders and, where appropriate, with clients and partners
• High attention to detail, especially in regulated environments dealing with financial workflows and compliance protocols

• Salesforce (preferred)
• Payment reconciliation tools
• Data analytics and reporting platforms (e.g., Excel, Power BI, etc.)

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

• 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…