Finexio

Account Manager

• Own relationships with assigned channel and technology partners, serving as their primary point of contact at Finexio
• Drive joint growth plans, co selling motions, and partner enablement to expand payment volume and revenue through the partner channel
• Build trusted relationships across partner organizations, from day to day contacts through senior stakeholders
• Serve as the primary point of contact for a portfolio of direct Finexio customers, helping them realize the full value of Finexio products and services throughout the relationship
• Focus on retention and Net Revenue Retention, identifying and closing expansion opportunities for new solutions, projects, and electronic payments
• Maintain a deep understanding of each customer's immediate, short, and long term business needs in order to protect, retain, and grow revenue
• Own the data, reporting, and analytics for your portfolio, including payment volume, product adoption, and revenue performance
• Use the reporting and dashboards that track the health and growth of both partner and customer accounts
• Plan and lead quarterly and annual business reviews for partners and customers, presenting performance, insights, and recommendations in a clear and professional manner
• Provide proactive communication both internally and externally so partner and customer needs are met
• Influence the product roadmap by bringing partner and customer feedback into product discussions
• Partner with Sales, Onboarding, and Operations to deliver smooth transitions and a consistent experience

Strategic Account Manager – Channel Partners, Direct Customers

Accountant

• Take full ownership of all accounting tasks, ensuring all journal entries and transactions are supported by detailed documentation and backup.
• Perform monthly General Ledger closes, including preparation of closing entries and reconciliation of balance sheet accounts.
• Manage AP intake and coding of vendor invoices in Bill.com. Review expenses in Xero and handle monthly accruals for payroll and other liabilities.
• Prepare client invoices and monthly statements. Support collection follow-up and maintain accurate AR aging logs.
• Prepare bank reconciliations and monitor balances across all accounts. Assist with inter-bank transfers.
• Serve as the primary owner for all annual audit Prepared-By-Client (PBC) fulfillment, ensuring timely and complete documentation. Assist with the preparation of income tax returns, quarterly state franchise tax estimates, and annual 1099 filings.
• Maintain a high standard of data integrity with zero tolerance for errors. Proactively validate and cross-check all data sources to ensure alignment before transaction entry and reporting.

Strategic Account Manager – Channel Partners, Direct Customers

Staff Accountant