Senior Finance Manager
FreshpaintFull Time
Expert & Leadership (9+ years)
Candidates should have at least 4 years of experience in account management or client success within a vendor finance, equipment leasing, or embedded lending institution. A strong understanding of B2B financing structures, embedded finance models, and vendor sales motions is required, along with proven relationship-building abilities and strong project management discipline. Proficiency in financial products, pricing, risk frameworks, and economic tradeoffs is necessary, as are exceptional written and verbal communication skills. Experience with CRM tools like Salesforce and data tools such as Looker, Excel, or Sheets is preferred.
The Account Manager will manage a portfolio of vendor partners, aiming to deepen relationships, scale financing programs, ensure smooth operational execution, and drive partner success. Responsibilities include building trust with vendor stakeholders, identifying upsell opportunities, improving conversion rates, and unlocking new use cases. The role involves serving as the operational point of contact, monitoring program performance, removing friction, and coordinating issue resolution. Collaboration with Product and Engineering teams to tailor integrations and workflows is essential, as is analyzing program metrics to inform strategy and drive improvements. The Account Manager will also act as a clear communicator, translating financial services into business value, and serve as an internal advocate for vendor needs.
Provides funding solutions for SaaS companies
Capchase offers funding solutions tailored for fast-growing Software as a Service (SaaS) companies, helping them improve cash flow and reinvest in growth by providing capital based on future recurring revenue. Their services include enabling monthly payment options for customers while preserving the value of annual contracts, as well as managing billing and collections. Capchase provides flexible working capital that businesses can access as needed, allowing for investment in customer acquisition. Their revenue model aligns with client success, as fees are tied to the growth of the clients' Annual Recurring Revenue (ARR).