CashFlo is the preferred finance automation software for businesses seeking AP automation, payment controls, GST compliance, & supply chain financing. Backed by General Catalyst.
About the role
Own relationships across CFO, Treasury, Finance Ops, and IT teams Manage escalations, reviews, and quarterly strategic discussions
What they're looking for
- Experience
- B2B fintech
- SaaS program management
- Enterprise customer success
- Consulting / operations with client exposure
- Strong stakeholder management and communication
More about this role
Own relationships across CFO, Treasury, Finance Ops, and IT teams
Build strong advocacy at middle management levels
Manage escalations, reviews, and quarterly strategic discussions
Act as the single point of accountability for buyer programs
Drive invoice flow growth and vendor participation
Identify and resolve program bottlenecks
Guide buyer-side decisions on policy, rates, and capital allocation
Ensure smooth integrations and post-go-live support
Track program performance across key metrics
Perform basic analysis to identify trends and opportunities
Translate insights into clear actions for internal teams and buyers
Use data to support strategic conversations and decisions
Identify SaaS automation and lending opportunities
Drive buyer-led vendor conversion initiatives
Support nuanced conversations around rates, approvals, and urgency cases
Experience
B2B fintech
SaaS program management
Enterprise customer success
Consulting / operations with client exposure
Skills
Strong stakeholder management and communication
Analytical mindset with comfort around data
Structured problem solving
Commercial awareness
Mindset
Ownership > execution
Proactive, not reactive
Comfortable in...
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