Sr. Manager: Client Operations (B2B Payments) 100% Remote- US EST Only
Sr. Manager: Client Operations (B2B Payments) 100% Remote- US EST Only
Compensation: $110K - $140K (base salary)+ bonus plan + equity.
No Sponsorships/Visa/Relo
About Finexio
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.
Role Summary
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, focusing on process discipline, performance tracking, stakeholder communication, and reporting/analytics. The role requires deep experience in the payments industry (especially in AP/AR fintech or B2B payments), a metrics-driven mindset, and the ability to work comfortably in fast-paced environments and define 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, the Fraud Prevention and Compliance team, and external customer communication.
Desired Skills & Experience, Industry & Functional Background
Minimum 5 years of management experience in payments, treasury, AP/AR fintech, or payment processing operations.
Deep understanding of B2B payments and money movement workflows (e.g., ACH, card, virtual card, check).
Prior experience at a b2b payments fintech or direct competitor (e.g., AvidXchange, Bottomline, Billtrust) strongly preferred.
Proven experience optimizing operational workflows through SOP creation, automation, and standardization.
Experience overseeing and improving client onboarding and implementation programs in a SaaS or platform environment.
Familiarity with fund reconciliation processes, treasury management, and financial risk mitigation.
Leadership & Process Optimization
Prior experience managing operational teams with direct reports or functional leadership responsibilities.
Strategic problem solver capable of identifying bottlenecks, defining solutions, and driving implementation with minimal oversight.
Proven ability to develop KPIs, analyze operational data, and report on progress and gaps to leadership.
Comfortable managing competing priorities and navigating fast-changing environments with agility and resilience.
Communication & Collaboration
Strong communicator with the ability to coordinate cross-functionally with product, engineering, sales, and treasury teams.
Able to represent operational functions clearly and professionally with internal stakeholders and, where appropriate, with clients and partners.
High attention to detail, especially in regulated environments dealing with financial workflows and compliance protocols.
Tools & Systems
Salesforce (preferred)
Payment reconciliation tools
Data analytics and reporting platforms (e.g., Excel, PowerBI, etc.)