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16 Finexio Customer Operations Associate Jobs Hiring Near You

Finexio

B2B Payments Sales Leader and Hunter

Austin, TX · Remote

... CRM & Sales Operations • Ensure 100% of sales activities are logged in Salesforce--pipeline ... Finexio • Direct access to CEO with high visibility and autonomy • Opportunity to build and own ...

Finexio

B2B Payments Sales Leader and Hunter

Dallas, TX · Remote

... CRM & Sales Operations • Ensure 100% of sales activities are logged in Salesforce--pipeline ... Finexio • Direct access to CEO with high visibility and autonomy • Opportunity to build and own ...

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What are the key skills and qualifications needed to thrive as a Customer Operations Associate, and why are they important?

To thrive as a Customer Operations Associate, you need strong problem-solving abilities, attention to detail, and familiarity with customer service processes, often supported by a bachelor’s degree or relevant experience. Proficiency with customer relationship management (CRM) software, ticketing systems, and basic office tools like spreadsheets is typically required. Excellent communication, patience, and a proactive attitude are essential soft skills for effectively addressing customer needs and collaborating with internal teams. These skills and qualities are crucial for ensuring customer satisfaction, efficient operations, and high-quality service delivery.

What are some common challenges faced by Customer Operations Associates, and how can they be managed?

Customer Operations Associates often encounter challenges such as managing high volumes of customer inquiries, addressing complex or sensitive issues, and adapting to frequently changing procedures or technologies. Staying organized, maintaining clear communication, and proactively collaborating with team members can help manage these challenges effectively. Many organizations also provide ongoing training and support, enabling associates to continually develop their problem-solving and customer service skills.

What does a Customer Operations Associate do?

A Customer Operations Associate is responsible for supporting customers by addressing their inquiries, resolving issues, and ensuring a smooth customer experience. They often work closely with other departments to process orders, handle complaints, and provide information about products or services. Their goal is to maintain customer satisfaction by delivering prompt, accurate, and friendly service. Strong communication, problem-solving, and organizational skills are essential for this role.

What is the difference between Customer Operations Associate vs Customer Service Representative?

AspectCustomer Operations AssociateCustomer Service Representative
Primary FocusHandling operational processes, order management, and backend supportAssisting customers directly with inquiries, complaints, and product information
Required SkillsProcess management, technical proficiency, problem-solvingCommunication skills, empathy, product knowledge
Work EnvironmentBackend teams, cross-departmental collaborationFrontline customer interaction, call centers, retail
Common UsageIn logistics, e-commerce, SaaS companiesIn retail, telecom, service industries

The Customer Operations Associate primarily manages backend processes and operational tasks, while the Customer Service Representative focuses on direct customer interactions. Both roles are essential in customer support but differ in their scope and daily responsibilities.

What other companies are hiring for Customer Operations Associate jobs?
What are the most popular jobs at Finexio?
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Infographic showing various Customer Operations Associate job openings at Finexio in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 71% Physical, and 29% Remote job distribution.
B2B Payments Sales Leader and Hunter

B2B Payments Sales Leader and Hunter

Finexio

Orlando, FL • On-site

Full-time

Posted 7 days ago

Job description

About Finexio

Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business-to-business payments. We simplify the way businesses process and receive B2B payments by integrating electronic payments and cash flow improvement solutions directly into customers' accounts payable and procurement software.

We are growing rapidly, processing billions of dollars annually, and are a leading disruptor in the B2B Payments and Fintech industry. The company has raised over $75M in investment and is backed by investors including JP Morgan, Capital One, NBH Bank, Mendon Venture Partners, and Valley Bank.

The Role- Sales Hunter and Leader

This is not a maintenance role. We are seeking a hands-on Sales Leader to hunt, sell, and close CFOs who will personally carry a quota, close deals, and simultaneously build, refine, and enforce the sales processes and training programs that will scale our team. You will be held accountable to specific metrics, and you will hold your team to the same standard.

You will report directly to the CEO and will have high visibility and autonomy-but with that comes high accountability. We need someone who executes fast, documents everything, and drives results from day one.

What You Will DoCarry a Personal Quota & Close Deals

Personally close 10-13 mid-market corporate accounts ($50M-$200M+ in AP spend) annually

Run your own pipeline: prospecting, discovery, demos, proposals, and closes

Lead by example-your team will see you in the trenches daily

Build, Document, and Enforce Sales Processes

Create and maintain sales playbooks, scripts, objection handling guides, and enablement materials

Implement structured onboarding: new hires are productive within 30 days with clear milestones

Ensure team members are set up on existing systems (dialers, call recording, CRM workflows) within their first week

Run weekly roleplay sessions and call reviews-no exceptions

Drive Metrics Visibility & Accountability

Deliver weekly metrics reports to leadership covering activity, conversion rates, and pipeline progression

Hold weekly team meetings focused on: Metrics Review, Roleplay/Skills, and QA

Ensure SDRs are booking 3-4 qualified meetings per week within 60 days of hire

Track and report on: calls made, emails sent, conversations, meetings set, meetings held, opportunities created, proposals sent, and closes

Identify underperformance early and address it directly-coaching or exiting within 90 days

Own CRM & Sales Operations

Ensure 100% of sales activities are logged in Salesforce-pipeline hygiene is non-negotiable

Leverage existing tools (Salesforce, ZoomInfo, call recording, email automation) before requesting new ones

Build dashboards and reports that provide real-time visibility into team and individual performance

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