Finexio Charlotte, North Carolina, United States Full-time 2024-02-06

Finexio is the leader in AP Payments as a Service, the leading embedded payments approach for business to business payments. Finexio simplifies 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.

Our vision is a world in which finance leaders only have to decide “what” to pay- Finexio’s software seamlessly handles the “how” and the “when”.

We are growing revenue over 100% per year and are a leading disruptor in the B2B Payments and Fintech industry. The company has raised over $65m in investment and is backed by investors JP Morgan, Discover, NBH Bank, Mendon Venture Partners, and Valley Bank. These investors believe in the mission and technology so much so they are also customers and partners.


The Chief of Staff will be a critical force in organizing and optimizing the CEO’s agenda, driving key initiatives, and ensuring operational excellence across the company. This role is designed for a detail-oriented individual with a strong background in operational processes, who thrives in a fast-paced environment and is focused on efficiency and execution. The ideal candidate will be creative, adaptable, and proactive in establishing new processes in a rapidly changing environment.


·       A minimum of 8-10 years of professional experience in business operations, project management, or related fields within the technology sector. Experience in a high-growth or startup environment is highly preferred.

·      Strong Educational Background: Advanced degree preferred (e.g., MBA).

·       Proven track record of effective leadership and an ability to drive projects to completion in a timely and efficient manner.

·       High Emotional Intelligence: Skilled in understanding and managing personal emotions and empathizing with others.

Necessary Technical Skills:

·       Project Management: Advanced proficiency in project management tools such as Asana, Trello, or Jira to oversee and drive initiatives from conception through implementation. PMP Certification preferred

·       Data Analysis: Strong ability to analyze and interpret data to inform decisions. Experience with Excel, Google Sheets, and preferably more sophisticated tools like SQL, Tableau, or R.

·       Communication Tools: Expertise in utilizing modern communication and collaboration tools such as Slack, Microsoft Teams, or Zoom to maintain fluid communication across teams and with the CEO.

·       Business Operations: Solid understanding of business operations, financial principles, strategic planning, and performance metrics. Ability to comprehend and work with budgets, forecasts, and reports to maintain and improve operational efficiency.


Additional Abilities:

·       Adaptability: Demonstrated ability to adapt quickly to changing priorities, assignments, and roles. While being able to understand and implement new technologies or systems rapidly.

·       Strategic Thinking: Ability to contribute to strategic planning and vision setting. Able to foresee potential challenges and opportunities and plan accordingly.

·       Leadership: Prior experience in leading teams or managing projects with a collaborative and motivational style. Proven ability to manage through influence and build consensus across various stakeholder groups.

·       Industry Knowledge: Strong understanding of the technology landscape and it’s a strong bonus if the candidate is knowledgeable about payments processing, the area in which the company operates.

·       Entrepreneurial Mindset: Comfort with taking risks, responsibility, and an understanding of startup challenges.

Key Responsibilities:

·       Operational Efficiency & Creativity: Implement, refine, and, where necessary, invent processes to keep the company organized and efficient. Ensure that the CEO’s weekly, monthly, and quarterly agendas are meticulously planned and executed.

·       Project Management & Change Management: Take on and drive key projects, ensuring they are completed efficiently and effectively. Assist and manage critical changes and communications across the executive and leadership team.

·       KPI Management & Strategy Development: Assist in developing and maintaining management KPIs. Dive into the details when KPIs are off target to understand issues and drive solutions. Contribute to developing initial organizational strategies and visions, creating, and communicating long-term goals.

·       Communication and Coordination: Facilitate effective communication between the CEO and other departments. Ensure that all teams are aligned with the company’s operational rhythm and milestones. Establish a rhythm of business for key events and initiatives.

·       Executive Organization: Enhance the CEO’s effectiveness by ensuring they are fully prepared for all engagements. Provide meeting pre-reads, take detailed notes, follow up on action items, and give directions to support staff as needed.

·       Process Innovation: Establish processes where none exist, building out practices related to business operations/reviews, planning, and strategy. Ensure that teams are aligned and invested in the right initiatives, enhancing overall productivity and focus.



Why You’ll Love Working at Finexio:

·      Culture: We are a humble, client-first team that is focused on collaborative data-driven success.

·      Speed: We move fast, love new ideas and give you the opportunity to push your limits.

·      Growth: We are expanding rapidly into new markets, launching new services and creating a world-class company

What We Offer:

·      The chance to work in a fast-paced start-up environment with experienced industry leaders

·      An environment where you can dive deep into the latest technologies and make a real, measurable impact

·      Employee Engagement – Quarterly virtual team building activities and monthly team lunches

·      Competitive salary and stock options

·      Medical, dental, and vision

·      Unlimited Vacation Policy

Compensation: $95,000 – $140,000 + equity