Remote Customer Implementation Project Leader
at Finexio

Summary

Join Finexio, the leader in AP Payments as a Service, as an Onboarding Implementation Project Leader to scale our Customer Onboarding organization through our next phase of growth. This role is responsible for creating success for our customers through the hands-on management and delivery of an amazing customer experience with Finexio.

Responsibilities

• Manage multiple implementation projects at a time and keep internal and external cross-functional teams informed of milestone dates and progress
• Provide project leadership at the beginning of the implementation by helping customers define goals to meet Finexio's established targets by having clear, measurable, and actionable deliverables
• Maintain a strong sense of urgency to minimize project timelines and delays that prevent customers from achieving their goals and receiving value from Finexio as soon as possible
• Build and maintain strong relationships with clients, acting as the primary point of contact throughout the implementation process
• Develop timelines to keep the client on track for completing their 'Go Live' requirements
• Lead status phone calls with client to ensure all target dates are being met and all outstanding questions for client have been answered
• Maintain up-to-date information in CRM and project management applications
• Clearly define Finexio's implementation methodology and design Statements of Work (SOWs) that meet the needs of our various customer segments and our customer segmentation strategy
• Understand Finexio’s business goals and how each onboarding project supports those goals
• Build out an enhanced reporting mechanism to share team results broadly with company leadership
• Works strategically with Account Management leadership on customer relationships, monitoring customers financials and revenue projections
• Partner closely with sales and solution consulting teams to ensure customers pre-sale expectations are exceeded in the post-sale experience
• Understands each customer's contract and Finexio services sold as well as ensuring unique product offerings are being delivered as expected as part of the onboarding
• Create a knowledge database which contains all documentation for internal and external communications
• Maintains an understanding of customers’ immediate, short, and long-term business needs to help identify and prioritize customer-driven enhancements
• Identify opportunities for creating more efficient and scalable solutions to the onboarding process and design and implement digital automation
• Partner with product and engineering to continuously improve products and be a voice in the product roadmap
• Coordinate with internal teams, including Customer Operations, Supplier Enablement, Sales, and Product Development, to ensure a cohesive approach
• Responsible for executing project plans on time and consulting with stakeholders and providing direction to the implementation team when timelines change
• Determines and manages program risks effectively
• Answers customer questions and guides them to a successful implementation of Finexio