Client Operations Sr. Manager - Remote Eligible

Client Operations Sr. Manager

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 at Finexio. This 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.

Key Responsibilities

Client Operations

• 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.

Onboarding & Implementation

• 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.

Fraud Prevention & Compliance

• 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.