Finexio

Account Executive

• Utilize Salesforce CRM to drive all sales activities, maintain accurate partner engagement records, and ensure complete visibility throughout the sales process while supporting precise revenue forecasting.
• Proactively identify and cultivate qualified channel partners within the Accounts Payable and Procure-to-Pay software ecosystem through strategic outreach via LinkedIn, industry events, referrals, and professional networks.
• Conduct thorough qualification calls with prospective partners and direct customers to evaluate mutual fit, assess partnership potential, and advance qualified opportunities through the sales funnel using structured discovery frameworks.
• Create and deliver impactful presentations, product demonstrations, and value propositions to C-level executives and key stakeholders at target partner organizations.
• Consistently meet or exceed quarterly quotas for new channel partner agreements, targeting a minimum of 1 signed contract per quarter.
• Maintain deep knowledge of fintech trends, competitive landscape, and evolving partner needs within the procure-to-pay market to position solutions effectively.
• Work closely with Account Management, Product Development, Sales Development, and Partnership teams to ensure seamless partner onboarding and success.
• Capture critical prospect insights through strategic discovery questioning and maintain comprehensive, up-to-date records in Salesforce for team visibility and analysis.

Operations

• 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 customers 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

Client Operations Associate

Lead Generation

• Own the entire lead generation process from initial awareness through marketing qualified leads (MQLs)
• Design and launch multi-channel demand generation campaigns across email, social media, and content syndication
• Create and optimize gated content: whitepapers, webinars, demos, assessment tools, landing pages, and forms
• Build and manage lead nurturing workflows, drip campaigns, and behavioral triggers using HubSpot and Salesforce
• Execute and optimize paid advertising across Google Ads, LinkedIn, and other platforms; manage budgets and A/B tests
• Develop and refine lead scoring models and work with sales to establish qualification criteria and handoff processes
• Conduct conversion rate optimization and systematic A/B testing of landing pages, forms, CTAs, and UX elements
• Monitor and report on key metrics: lead volume, cost-per-lead, conversion rates, lead quality, and pipeline contribution
• Collaborate closely with sales development and account executive teams to align on ICP and improve lead routing

Lead Generation Specialist

Business Development Rep

• 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.
• There is a growth opportunity at Finexio for both Channel Partners and Direct B2B, and as a Business Development Representative you will be responsible for identifying, qualifying, and developing the initial stages of potential opportunities for both. Your role focuses on prospecting target organizations, conducting preliminary qualification, and nurturing early-stage partner interest through strategic outreach and relationship building.
• You will work closely with Account Executives and internal teams to research prospects, assess mutual fit, and schedule qualified meetings that advance partnership opportunities.
• Success in this role requires strong research skills, persistence in outreach efforts, and the ability to articulate Finexio's value proposition to potential partners while gathering intelligence about their business needs and partnership readiness.
• Prospecting target organizations, conducting preliminary qualification, and nurturing early-stage partner interest through strategic outreach and relationship building.
• Research and identify qualified prospects within target market segments using tools like LinkedIn Sales Navigator, ZoomInfo, and industry databases to build a robust pipeline of potential customers.
• Execute multi-touch outreach sequences via phone, email, social media, and other channels to engage prospects and generate interest in company solutions.
• Respond promptly to marketing-generated leads, assess qualification criteria, and determine appropriate next steps to maximize conversion rates.
• Conduct preliminary discovery calls to understand prospect pain points, business needs, and decision-making processes while building initial rapport and credibility.
• Schedule qualified meetings and product demonstrations between prospects and Account Executives, ensuring proper handoff with comprehensive prospect briefings.
• Maintain accurate and up-to-date prospect information in Salesforce, track all activities and interactions, and provide visibility into pipeline development.
• Meet or exceed daily/weekly activity targets including calls made, emails sent, social touches, and qualified meetings scheduled while achieving monthly quota objectives.
• Gather competitive insights, industry trends, and prospect feedback to inform sales strategy and support marketing messaging development.
• Stay current on product knowledge, industry developments, and sales methodologies through training programs and professional development initiatives.
• Develop deep understanding of assigned territory, key accounts, industry verticals, and market dynamics to maximize prospecting effectiveness.