Strategic Account Manager – Channel Partners, Direct Customers

Finexio

Strategic Account Manager managing channel partner and direct customer relationships for Finexio, leader in B2B payments. Focused on retention, revenue expansion and driving reporting insights.

Posted 6/20/2026full-timeRemote • Florida, Illinois, North Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $125,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Five or more years in a customer facing account management or partner management role, with seven or more preferred given the breadth of this portfolio, ideally in payments, fintech, or B2B software
Track record of managing partners or customers, increasing product adoption, action planning, and handling escalations
Strong data and analytical skills, with the ability to own reporting and turn data into clear recommendations
Experience preparing and leading business reviews with partners or customers
Ability to manage several partners, customers, and projects simultaneously in a fast paced, rapidly changing environment
Excellent communication skills and the ability to build rapport at all levels of an organization
Comfort with CRM and reporting tools such as Salesforce, along with BI or analytics platforms
Willingness to occasionally work beyond regular office hours when needed, with approximately 25 percent travel
Previous start up experience a plus

Benefits

Comp & perks

Culture: We are a humble, client first team 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 building a company that is redefining how B2B payments work
**What we offer**
The chance to work in a fast paced environment with experienced industry leaders
An environment where you work with emerging payment technologies and make a measurable impact
Quarterly virtual team building activities and monthly team lunches
Competitive salary and stock options
Medical, dental, and vision
Unlimited vacation policy

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

account managementpartner managementdata analysisreportingbusiness reviewsproduct adoptionaction planningescalation handling

Soft Skills

communicationrelationship buildinginfluencingproactive communicationorganizational skillsadaptability