Hybrid Client Operations Associate

at Finexio

• Job title: Client Operations Associate
• Job type: Full Time
• Experience level: Junior, Mid level
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Tech skills: Cloud
• Location requirements: Hybrid, Orlando, United States

About the role

• Client Operations Associate working with Finexio's customers to enhance their experience in B2B payments. Responsible for resolving inquiries and providing program management and training.

Responsibilities

• 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

Requirements

• Excellent written and verbal communication skills.
• Strong Attention to Detail.
• Goal driven and results oriented.
• Must show empathy and take accountability in all that you do.
• Ability to multi-task and stay organized while maintaining a pipeline of projects/follow up.
• Highly collaborative with clients and internal partners to achieve business goals.
• Natural relationship building- will need to develop both internal and external.
• Successful time management and work prioritization.
• Ability to anticipate client needs and develop plans to address in a timely manner.
• Experience working with Microsoft Office Suite.
• **Qualifications**
• Bachelor’s degree in business or marketing/communications.
• Equivalent work experience preferred.
• 2 to 4 years’ experience in technology related business, customer contact experience preferred.
• Knowledge of banking and payment-related products preferred.
• Knowledge of Salesforce/Service Cloud preferred.

Benefits

• 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
• What We Offer:
• 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 lunches
• Competitive salary and stock options
• Medical, dental, and vision
• Unlimited Vacation Policy