Client Operations Associate at Finexio | Hybrid Hired

About the role

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

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