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Customer Delivery Manager

About Us

Move money. Make money. Finix processes billions of dollars every year for leading SaaS, marketplace, and e-commerce platforms. With one developer-friendly API, Finix helps companies accept payments, manage payouts, and onboard merchants—everything you need to enable payment processing, and grow revenue.

Finix has raised over $100M from American Express Ventures, Bain Capital Ventures, Homebrew, Inspired Capital, Lightspeed Venture Partners, Sequoia Capital, Visa, and others.


About the Role:

Finix is seeking a relationship-focused and detail-oriented Customer Delivery Manager to manage Finix’s strategic customer base. The Customer Delivery Manager strives to increase Finix’s long-term value by aligning strategic and key initiatives with those of our Customers and Partners.


As a Customer Delivery Manager, you will be responsible for managing the end-to-end delivery of our payment acceptance and payouts solutions to platform clients, ensuring a seamless and successful implementation process. In this role, you will collaborate closely with cross-functional teams, including sales, product development, support, and risk/underwriting, to meet client requirements and exceed their expectations.


You Will:
  • Produce and report performance metrics to internal and external stakeholders
  • Hold quarterly business reviews with clients
  • Participate in internal evaluations of new products or services being considered for the roadmap
  • Establish and cultivate strong relationships with senior executives across different business units within our customers’ organizations
  • Collaborate cross-functionally with teams internally to define priorities, plan joint roadmaps, and help solve critical issues across the organization
  • Represent and advocate for our customers during internal conversations
  • Operate in a fast-paced environment, juggling priorities of multiple internal and external constituencies
  • Work on a variety of initiatives with customers including, but not limited to, product partnerships, distribution, and commercial partnerships
  • Leverage our tooling to ensure all customer data is updated, visible to the organization, and actionable
  • Use customer performance metrics to convey the value of our product and the contribution of Finix’s capabilities to customer goals
  • Uncover opportunities to help our customers unlock revenue growth and impact to their businesses


You Are:
  • Consultative in nature, with a high degree of empathy to identify and understand customer pains, goals, and opportunities.
  • Comfortable traveling to visit customers onsite attend industry trade shows, and host customers in our SF office
  • Excited to pursue revenue retention and customer health targets that will make our company successful
  • Self-motivated — Able to be proactive and flourish with minimal guidance within uncertain and ambiguous environments
  • A strong verbal and written communicator


You Have:
  • 3+ years of experience in Relationship Management, or similar roles at a top technology payments company
  • Experience working closely with Tier 1 SaaS and technology companies, financial institutions, and/or card networks at senior levels
  • Immense pride in your work, and approach even little tasks with craftsmanship and care. You sweat the details
  • You have excellent, thoughtful written and verbal communication skills. Effective communication is one of your superpowers
  • Experience with contract renewals and negotiation
  • Ability to identify product gaps and realize opportunities to solve with new or existing products (cross-sell/Upsell)
  • Strong product instincts and ability to identify opportunities for customers to utilize existing and in-development products
  • Ability to partner with Finix product organization to build world-class features for existing customers


-----------------------------------------


Finix is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.


Role: Customer Delivery Manager

Level: IC3

Location: Remote

Base Salary Range: $90,000 - 110,000 OTE/yr + Equity + Benefits


Our salary ranges are determined by role, level, and location. The range displayed on this job posting reflects the minimum and maximum target for new hire (remote) salaries. Individual pay is determined by work location, job-related skills, experience, and relevant education or training.


#LI-Remote

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What You Should Know About Customer Delivery Manager, Finix

At Finix, we're all about revolutionizing the way money moves and making it easier for businesses to thrive. We're searching for an enthusiastic Customer Delivery Manager to join our team and help enhance our relationship with our strategic customers. In this role, you'll be at the forefront, ensuring the seamless implementation of our innovative payment solutions. Your knack for relationship-building will shine as you collaborate with our talented sales, product, and support teams. Responsibilities include producing performance metrics, holding quarterly reviews with clients, and advocating for customer needs in internal discussions. Your ability to juggle multiple priorities while cultivating strong relationships will be key to unlocking growth for your customers and for Finix. We're looking for someone who is self-motivated, detail-oriented, and loves the challenge of creating impactful partnerships. If you have a proven track record in relationship management within the tech payment space, and you're eager to enable our clients to reach their financial aspirations, then we want to hear from you. Join us on this exciting journey, and let's redefine payment processing together!

Frequently Asked Questions (FAQs) for Customer Delivery Manager Role at Finix
What are the primary responsibilities of a Customer Delivery Manager at Finix?

As a Customer Delivery Manager at Finix, your main responsibilities include managing the end-to-end delivery of payment solutions, attending business reviews with clients, and ensuring successful product implementation. You'll work closely with various teams across the company to define priorities, track performance metrics, and help customers achieve their goals.

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What qualifications are needed to become a Customer Delivery Manager at Finix?

To qualify for the Customer Delivery Manager position at Finix, candidates should have at least 3 years of experience in relationship management, particularly in the technology payments sector. Strong communication skills, experience with contract negotiations, and a detail-oriented mindset are also vital for success in this role.

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How does a Customer Delivery Manager contribute to client satisfaction at Finix?

The Customer Delivery Manager plays a pivotal role in client satisfaction at Finix by establishing strong relationships with clients, advocating for their needs, and ensuring seamless navigation through our payment solutions. By communicating performance metrics and uncovering revenue opportunities, you work towards exceeding client expectations and enhancing their overall experience.

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What skills are essential for a Customer Delivery Manager at Finix?

Essential skills for a Customer Delivery Manager at Finix include exceptional verbal and written communication, the ability to manage multiple priorities, and a strong consultative approach to understand customer needs. Being self-motivated and having strong product instincts are also important to identify new opportunities and foster growth within client accounts.

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Can you describe the culture at Finix for a Customer Delivery Manager?

At Finix, the culture is all about collaboration, innovation, and diversity. As a Customer Delivery Manager, you'll find a supportive environment that encourages relationship-building and proactive communication. The hectic pace creates an exciting atmosphere where your input is valued, and you can truly make an impact on the success of our customers and the company.

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Common Interview Questions for Customer Delivery Manager
How do you prioritize your tasks when managing multiple clients as a Customer Delivery Manager?

When prioritizing tasks as a Customer Delivery Manager, I focus on understanding urgent client needs and aligning them with larger strategic goals. I use tools to track ongoing projects and performance metrics, ensuring I allocate time effectively to meet deadlines while maintaining high-quality communication with clients.

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How do you handle difficult conversations with clients regarding implementation delays?

In handling difficult conversations about delays, I prioritize transparency and empathy. I communicate openly about the issues, provide solutions to mitigate challenges, and reassure clients of our commitment to their success while keeping them updated with progress and next steps.

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What strategies do you use to establish strong relationships with clients?

I establish strong relationships through active listening, regular updates, and personalized engagement. I make an effort to understand clients' goals and challenges, which allows me to tailor our solutions and demonstrate the genuine interest we have in their success.

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Describe your experience with performance metric reporting.

I have extensive experience in generating and reporting performance metrics, using data analytics to highlight trends and value generated for our clients. I tailor reports to suit different audiences, ensuring stakeholders can easily understand and utilize the information for future strategic decisions.

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Can you give an example of how you've managed a challenging client project?

In a challenging project, I encountered unexpected roadblocks that threatened our timeline. I coordinated with cross-functional teams, reassessed priorities, and kept the client informed throughout the process. This approach ensured trust, and ultimately we completed the project successfully, meeting the client's expectations.

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How do you approach contract negotiations with clients?

I approach contract negotiations by focusing on mutual benefits and transparency. Understanding the client's needs and aligning them with our business goals allows me to propose solutions that serve both parties, ensuring we reach an agreement that strengthens our relationship.

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What role does empathy play in your work as a Customer Delivery Manager?

Empathy is crucial in my role as a Customer Delivery Manager. By understanding clients' challenges and aspirations, I can tailor our services effectively and act as a trusted partner rather than just a vendor. This fosters stronger relationships and enhances long-term satisfaction and loyalty.

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How do you keep up with the latest trends in payment technology?

I stay updated with the latest trends in payment technology by regularly attending industry conferences, participating in webinars, and engaging with professional networks. This commitment not only boosts my knowledge but helps me bring innovative ideas to our client interactions.

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How would you advocate for a customer’s needs during internal discussions?

I advocate for customers' needs by gathering comprehensive feedback and presenting it to relevant internal teams. By clearly communicating the client's pain points and desired outcomes, I help the organization understand the importance of addressing customer needs in our product roadmap.

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What do you find most rewarding about the Customer Delivery Manager role?

The most rewarding aspect of being a Customer Delivery Manager is witnessing the direct impact of our solutions on clients' growth. Facilitating their success and knowing that I've contributed to their achievements provides a deep sense of fulfillment and motivates me to keep pushing for excellence.

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Finix is the smartest way for businesses to own, manage and monetize payments. Finix is trusted by companies like Clubessential and Lightspeed POS Inc. to build and scale their payments infrastructure. Headquartered in San Francisco, with a new o...

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Full-time, remote
DATE POSTED
January 9, 2025

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