Client Operations Associate

Summary

Join Finexio, the leader in AP Payments as a Service, and be part of a fast-paced start-up environment where you can make a real impact. As a Client Operations Associate, you will deliver extraordinary customer experience by responding to inquiries, requests, and general customer correspondence in a professional and timely manner.

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

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 customer 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

Benefits

• Competitive salary
• Stock options
• Medical, dental, and vision
• Unlimited Vacation Policy