About Finexio
Finexio is the leader in AP Payments as a Service, powering the leading embedded payments approach for B2B payments. We simplify how businesses process and receive payments by embedding electronic payments and cash-flow optimization directly into AP and procurement software.
We process billions of dollars annually and are a leading disruptor in the B2B Payments and Fintech space. Finexio has raised over $75M in funding and is backed by investors including JP Morgan, Capital One, NBH Bank, Mendon Venture Partners, and Valley Bank.
The Role
The Supplier Enablement Associate – Merchant Services is a sales-execution role responsible for converting suppliers into active electronic payment and merchant services participants. This is not an order-taking or “do what I’m told” role. We need someone who thinks, engages, and owns outcomes at the supplier level.
You will run outbound and inbound supplier conversations, lead discovery, position value, handle objections, and drive suppliers through onboarding and activation. You’re expected to diagnose what’s blocking a supplier, adjust your approach, and push the process forward—without waiting for someone to tell you the next step.
Success is measured by supplier conversion and activation (virtual card, ACH, and merchant services), time-to-live, consistent pipeline movement, and clean, accurate CRM documentation.
Requirements
Key Responsibilities
Drive Supplier Conversion (Electronic Adoption + Merchant Services)
- Run outbound and inbound supplier outreach to convert suppliers to Finexio payment methods (virtual card, Finexio Express, ACH) and merchant services where applicable.
- Lead discovery to understand current acceptance methods, volumes, and blockers; recommend the best-fit enablement path.
- Communicate value, handle objections (fees, timing, process change), and secure supplier commitment through activation.
Own Merchant Services Enablement End-to-End
- Qualify suppliers, collect required data, and complete application workflows through underwriting and activation.
- Coordinate with internal teams and processing partners to remove friction and keep deals moving.
- Manage time-to-live and follow-ups to ensure suppliers go live and begin processing.
Pipeline & CRM Accountability
- Own an assigned pipeline with disciplined follow-up, clear next steps, and measurable progression.
- Maintain accurate Salesforce activity logging, stage updates, and audit-ready notes/documentation.
Execution, Accuracy, and Escalation Management
- Ensure supplier records and payment instructions are accurate and compliant with Finexio standards.
- Identify issues early, troubleshoot where possible, and escalate appropriately to Operations/Risk/Support to protect conversion timelines.
Reporting & Continuous Improvement
- Track and monitor enrollment, activation, and conversion metrics.
- Identify workflow gaps, bottlenecks, and improvement opportunities.
- Contribute to documentation, training materials, and process enhancements as merchant services scale.
What Success Looks Like (30 / 60 / 90 Days)
First 30 Days
- Complete onboarding across Finexio payment products (virtual card, ACH) and merchant services workflows.
- Start running supplier outreach and discovery calls independently (with coaching as needed).
- Show disciplined CRM habits: log 100% of activity, keep stages/next steps current, and maintain clean supplier records.
- Execute daily outreach cadence and follow-up SLAs consistently (calls, emails, callbacks).
First 60 Days
- Independently run merchant services deals end-to-end: discovery → qualification → application intake → underwriting coordination → activation.
- Manage a high-volume supplier pipeline and consistently move suppliers through defined stages without stall-outs.
- Begin producing measurable outcomes: improving enrollments to targeted payment methods (VC/ACH/MS) and reducing time-to-next-step.
- Maintain strong data hygiene and documentation quality that reduces back-and-forth with Ops/Support.
First 90 Days
- Consistently hit or exceed conversion benchmarks for supplier payment adoption, including merchant services conversions and activations.
- Maintain high accuracy across supplier records and a low escalation/rework rate (clean submissions, fewer exceptions).
- Operate as a dependable execution partner to Account Management, Sales, and Operations—proactively communicating risks, progress, and blockers.
- Demonstrate repeatable execution: steady activity, predictable pipeline movement, and reliable outcomes week over week.
Required Qualifications (Non-Negotiables)
- 3+ years in a supplier-facing payments role (supplier enablement, payment operations, merchant services onboarding, or payment processing) where you owned outcomes—not just support tickets.
- Proven ability to convert suppliers to payment methods (virtual card, ACH, and/or merchant services) and manage to conversion benchmarks and activation timelines.
- Merchant services experience is strongly preferred: you’ve sold, qualified, or onboarded merchants/suppliers into acquiring solutions and understand the path from discovery → application → underwriting → activation.
- B2B payments exposure in fintech, AP automation, hospitality, procurement, or similar supplier ecosystems (high-volume vendor outreach environments).
- Working knowledge of payment rails: virtual card, ACH, and merchant acquiring/card processing fundamentals (what’s required, how it works, common objections).
- Comfortable running supplier discovery calls: you can ask the right questions, articulate value, handle objections, and drive a clear next step.
- High-volume execution + precision: strong attention to detail and ability to manage multiple suppliers/workflows at once without sacrificing data quality.
- CRM discipline (Salesforce preferred): you consistently log activity, maintain accurate stages/next steps, and keep pipeline data clean and reliable.
Benefits
Compensation & Benefits
- Competitive salary
- Stock options
- Medical, dental, and vision insurance
- Unlimited vacation policy
- Fully remote work environment
- The chance to work in a fast-paced startup environment with experienced industry leaders
- An environment where you can make a real, measurable impact on a high-growth fintech product
- Quarterly virtual team building activities and monthly team lunches
Compensation - $47,000 - $48,500 (OTE $70,000 - $85,000)
