F

Flex

Interest-bearing digital banking with expense tools

Senior Product Marketing Manager - Flex

Full-Time
$120k - $185k/yr+ Equity
Senior
Remote in USA
Remote

About the job

Requirements
  • 5+ years in product marketing, including at least 2 years in B2B fintech, financial services, or another regulated, complex-product industry.
  • Demonstrated go-to-market ownership, including building positioning and messaging, launching products, and driving adoption.
  • At least one zero-to-one experience where no existing function was available to inherit and a Product–product marketing–stakeholder handshake was defined from scratch.
  • Strong competitive intelligence instincts, including the ability to build battlecards used on live sales calls.
  • Strong judgment about what resonates in the market and in go-to-market activities, separating important message elements from fluff and anticipating prospect, client, and customer success manager questions and objections.
  • Proven experience partnering directly with Product on positioning without relying on a dotted-line product management relationship.
  • Excellent written communication for positioning frameworks, battlecards, and briefs that other teams execute directly against.
  • Comfort with ambiguity and zero-to-one building without an existing playbook or team.
Responsibilities
  • Own go-to-market for everything Flex ships by partnering with Product leadership on roadmap planning, defining launch readiness, orchestrating cross-functional launch activities, creating internal content, and partnering with Enablement on revenue enablement programming.
  • Own Flex's competitive positioning end-to-end by defining the ideal customer profile across product lines, conducting market research, analyzing Apollo call recordings, running win/loss analysis, and translating findings into messaging, battlecards, collateral, and objection handling.
  • Provide Lifecycle Marketing and Sales Enablement with written content and messaging, including the company narrative, value propositions, pains addressed, proof points, case studies, success-story statistics, competitive losses, and objection handling.
  • Use customer, market, industry, product, win/loss, competitor, conversation, tool-adoption, and customer-example data to prioritize launches, messaging, competitive intelligence, and go-to-market work.
  • Serve as the internal subject-matter expert on Flex's market positioning, product suite, value proposition, customer needs, differentiation, launches, and competitive landscape, and brief Revenue, Leadership, and Product teams.
Desired Qualifications
  • Experience at a company without a dedicated marketing leader, establishing process rather than inheriting it.
  • Direct experience as a SaaS individual contributor in Sales, Account Management, or Customer Success, ideally as a Customer Success Manager.

About the company

Flex.one provides a digital business banking platform that lets companies earn interest on idle cash (up to 4%), manage expenses in real time, issue team cards, and send free domestic ACH and wire payments. It works by letting clients keep funds on the platform, which accrues interest, while offering real-time reporting, expense management, card issuance, and fee-free payments; revenue comes from service fees and interest on client cash. It differentiates itself by combining high-interest cash potential with a full set of banking tools in one platform, plus ongoing security audits and fraud protections. Its goal is to help businesses maximize cash utility and profitability by streamlining financial operations and providing cost-effective payments with added rewards, all supported by strong security.

Company Size

201-500

Company Stage

Series B

Total Funding

$493.2M

Headquarters

Miami, Florida

Founded

2020

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Simplify Jobs

Simplify's Take

What believers are saying

  • Flex says annualized revenue tripled since December 2025 and topped nine figures.
  • Flex surpassed $10 billion annualized payment volume by July 2026.
  • Customers use four-plus products each, strengthening retention and cross-sell economics.

What critics are saying

  • Flex sued former CFO candidate Alex Anderson on August 5, 2026, over trade secrets.
  • Stablecoin settlement exposes Flex to partner-bank, compliance, and regulatory shutdown risk worldwide.
  • Brex and Ramp now chase the same middle-market owner, compressing margins by 2027.

What makes Flex unique

  • Flex unified business banking and personal finance for owners since 2023.
  • Flex Global, launched July 14, 2026, embeds stablecoin rails across 100+ countries.
  • Halo Fund led Flex’s $70 million Series B1 on July 14, 2026.

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Radical Compliance
Sep 25th, 2026
Compliance Jobs Report: sept. 25.

Compliance Jobs Report: sept. 25. By Matt Kelly | September 25, 2026 The Compliance Jobs Report rolls onward this week with new hires at Dollar General, BitGo, Moderna, Coupang, NCR, and more. Radical Compliance also have promotions at Citibank, Electrolux, and elsewhere; some gossip about a senior compliance role at Genentech; and job leads in financial services, oil, and food. Plus Meme of the Week! Radical Compliance gather the Jobs Report news items from LinkedIn, press releases, and wherever else Radical Compliance can find tips - and thank you to everyone who sends them in, you make the Jobs Report possible! If you have any gossip to share (even confidentially) email me at [email protected] or find me on LinkedIn. Compliance Jobs. First, cryptocurrency platform BitGo has named Alex Rozman chief compliance officer. Rozman comes to the company from Exodus, a cold wallet crypto storage business, where he had been chief compliance officer since 2024. He succeeds Jeff Horowitz, who retired from BitGo in June. Alisha Cieslak has been hired as chief compliance officer at Dollar General. Cieslak comes to the discount retailer after 12 years at Gordon Food Service in Michigan, where she had been chief legal and risk officer since 2017. Devin Smith has been hired at Moderna as chief ethics and compliance officer and head of legal. Smith comes to the pioneering vaccine company from IO Biotech, where he had been general counsel and chief compliance officer until earlier this summer. In South Korea, e-commerce giant Coupang Fulfillment Services has hired Mukul Chadha as senior director of compliance. Chadha comes to Coupang from PhonePe, where he had been director of ethics and anti-corruption for six years. Flex, a private bank and fintech based in San Francisco, has hired Elina Shulman as deputy chief compliance officer. Shulman rolls into Flex from Emigrant Bank, where she had also been deputy chief compliance officer since 2021. Christine Streeter has joined Ionis Pharmaceuticals as senior manager of healthcare compliance operations. Streeter was last seen at Takeda, where she had been a business operations manager until June. NCR Voyix, the business that started as National Cash Register Co. in the 1800s and now bills itself as a payments software business, has hired Anna Grover as senior executive director for compliance. Grover comes to NCR after eight years at Assurant, where she most recently was global compliance counsel. Were you one of the many who applied for Genentech's chief healthcare compliance officer role that the pharma giant advertised earlier this summer? Radical Compliance is reliably told Genentech has begun informing applicants that "we have now completed recruitment activities." Presumably that means a compliance officer out there either has the job or is about to get it, and we'll all see an "I'm happy to announce..." update on LinkedIn soon after. Lauren Smith just landed at Signature Aviation, where she will be senior associate general counsel for ethics, data, and employment. Smith comes to Signature from personnel company AlphaStaffHCM, where she had been general counsel since 2024. Jodi Faustin has been hired at WellMed Optum Florida, a healthcare system in Tampa, Fla., as director of compliance and privacy. Faustin previously worked as associate director of compliance for CareSource until earlier this spring. In Canada, Danielle Reid is joining marine transportation business Sea Centric Inc. as training and compliance manager, working from St. John's, Newfoundland. (Also the setting for "Son of a Critch," if you're ever looking for a family-friendly sitcom.) Reid comes to Sea Centric from Parker Wellbore, where she had been global senior training lead since 2020. Custom Health, a healthcare tech firm based in British Columbia, has hired Christina Garcia as chief compliance and regulatory officer. Garcia joins Custom from SAGA Diagnostics, where she had been vice president of compliance. Peapack Private Bank & Trust has tapped Kevin Bertscha as chief audit executive. Bertscha previously worked at Oppenheimer & Co. as managing director for internal audit. Eddie Dial has been hired at insurance carrier Globe Life as a compliance analyst. Dial joins Globe Life after 29 years at Teleperformance, where he most recently had been senior manager of regulatory compliance and quality assurance. Emerus Holdings, an operator of neighborhood hospitals around the United States, has tapped Deena Ombres as vice president of compliance and risk. Ombres joins Emerus from United Musculoskeletal Partners, where she had been chief compliance officer since 2023. Wilzy, a rather delightfully named wealth management business based in Egypt, has named Ahmed Ebrahim head of compliance. Ebrahim previously worked at Mubasher Capital Holding in Egypt as compliance and anti-money laundering officer. IQ-EQ, an investor services group based in Luxembourg, has hired Cid von der Goltz Ferreira as head of anti-money laundering compliance. Ferreira comes to IQ-EQ from HACA Partners, where he had been senior compliance officer. CapPru, a real estate investment firm in Australia, has named Greg Thomas head of compliance. Thomas comes to the firm after two years at the Australia offices of PIMCO, where he had been vice president and senior compliance officer. AKÖde, an online payments business in Turkey affiliated with regional banking giant Akbank, has named Cengiz Akyuz head of compliance and anti-money laundering. Akyuz joins the firm after five years at VodaFone's Turkey operations, where he most recently had been compliance manager. And Habiba Khatun has a new job as Medicaid compliance specialist for Adobe Care in New York. She previously worked as a social work intern for the Center for Alternative Sentencing and Employment Services. Welcome to the profession, Ms. Khatun. Moving up the ladder. Intriguing promotion at Citibank, where Sharad Joshi has moved up from managing director for infrastructure controls and technology risk to chief auditor for artificial intelligence assurance. A sign of its AI times... Electrolux just promoted Vagner Casagrande from Latin America compliance specialist to Latin America compliance lead. He is based in Brazil. Professional services firm WSP has promoted Avni Parikh from vice president for ethics and compliance to senior vice president of the same. Bonita Stone has been promoted at MVB Bank, from bank operations senior manager to director of enterprise operations risk and controls. Walmart Canada has promoted Antonella Mercurio, from market lead for anti-corruption compliance monitoring to head of ethics and compliance continuous improvement for testing and monitoring. Johnson & Johnson has promoted Maria Mamoni in its Greece operations, from healthcare compliance lead specialist to senior specialist. And you gotta love a promotion like this! Elin Cherry has moved up at Copper (some blockchain infrastructure payments business) from chief compliance officer to co-CEO! That's one way to set a strong tone at the top. Vendors & Service providers. Lucia Wind just blew into FloQast, maker of corporate accounting software, as senior vice president of the risk and audit advisory practice. Wind had previously been executive director at COSO since 2023 until this summer, when she moved into a part-time role as COSO chair for the rest of 2026. COSO is recruiting a new permanent chair to start next year. Open req orders. Agribusiness giant Cargill is hiring an anti-bribery and anti-fraud program leader. Job is based in suburban Minneapolis (Wayzata, Minn., to be precise) with a salary range of $165,000 to $200,000. John Hancock is seeking a global chief compliance officer for its Manulife investment business, which focuses on timberland, agriculture, and other private equity investments. Job is based in Boston, with a preposterously wide salary range of $153,000 to $283,000. ConocoPhillips is staffing up its trade compliance team and has three roles it's trying to fill: a trade compliance analyst role; a senior adviser on trade compliance; and a senior counsel on import and trade compliance. All jobs are based in Houston, and none of them include a salary range because Texas. Compliance Meme of the Week. That's all for this week's report. As always, if you have a tip or want to brag about your new job, promotion, career milestone, or anything else, email me at [email protected] or find me on LinkedIn. I'm always happy to give credit to the many hard-working people here in its corner of the business universe.

Utah Business
Sep 10th, 2026
MessagePay launches AI Pay+ to help credit unions predict when borrowers will pay.

MessagePay launches AI Pay+ to help credit unions predict when borrowers will pay. On pace to exceed $1.2B in 2026 and has also expanded its offering with two-way communication through MessagePay Direct and AI-powered predictive analytics through AI Pay+. MessagePay // Sept 9, 2026 LEHI, Utah - MessagePay, a leading digital payments and communications platform for credit unions and community banks, announced it has signed its 400th new financial institution customer. Through August 2026 alone, MessagePay has signed 86 new credit unions and community banks - extending its position as one of the fastest-growing payments companies serving financial institutions in the country. MessagePay's platform lets community banks and credit unions communicate with borrowers and collect payments over text message, web, phone, and email. Borrowers can pay by tapping a secure link or replying directly within a text conversation, without downloading an app or logging into online banking. "When borrowers can pay with a tap instead of a phone call or a trip to the branch, they actually pay on time," said Greg Pesci, President and CEO of MessagePay. "That's what's driving adoption - institutions are seeing delinquencies drop and payment volume climb, and borrowers like the convenience." Expanded two-way communication and new AI predictive analytics Alongside its customer growth, MessagePay has expanded its two-way communication capabilities through MessagePay Direct, giving institutions a more direct channel for resolving payment issues with borrowers over text. The company has also introduced AI Pay+, an AI-powered predictive analytics tool built for asset recovery and collections teams. The new capability analyzes borrower behavior to forecast when and how a borrower is likely to pay. This gives collections teams a way to segment their portfolios and take action with far more precision than traditional delinquency buckets. "Our customers were already seeing results with the core platform," said Brandon Alletto, SVP of Sales. "AI Pay+ and MessagePay Direct give their teams something more specific: a way to prioritize which accounts need a human touch and which ones don't." Broad reach across institution types and sizes MessagePay's customer base spans institutions from Hawaii to Florida, ranging from credit unions with $10 million in assets to banks managing more than $20 billion. The company supports more than 30 core and third-party integrations. MessagePay has direct integration with multiple credit union and banking cores, including Fiserv, Jack Henry, Corelation, CU Answers, and Flex. In particular, MessagePay's integration with Fiserv banking cores has allowed community banks to connect and utilize the MessagePay solution for the first time in 2026. "The range of institutions we work with, from small community financial institutions to billion-dollar ones, tells us this isn't a niche solution," Pesci said. "It's becoming a standard part of how financial institutions communicate with the people they serve." About MessagePay MessagePay is a leading digital payments and communications platform for community financial institutions. Its platform lets institutions communicate with borrowers and collect payments securely across text, web, email, phone, and online portal in one system. Predictive AI analytics help collections teams identify which borrowers are likely to pay and prioritize outreach accordingly. MessagePay integrates with core processing platforms such as Fiserv, Jack Henry, Corelation, CU Answers, Flex, and others. For more information, visit messagepay.com.

Finopotamus
Sep 9th, 2026
Flex partners with Mesh to power crypto and stablecoin deposits for business owners.

Flex partners with Mesh to power crypto and stablecoin deposits for business owners. 5 hours ago Flex customers can now fund their accounts directly from hundreds of exchanges and wallets, bringing crypto and stablecoins into the same place they already manage accounts, cards, and credit SAN FRANCISCO, Sept. 9, 2026 - Mesh, the leading crypto payments network, today announced a partnership with Flex, the finance platform that brings business owners' accounts into one place, to power crypto and stablecoin deposits inside the Flex experience. Modern business owners increasingly hold value across both traditional accounts and digital assets. Through Mesh, Flex customers can now connect their preferred exchange or wallet and fund their Flex account directly with crypto or stablecoins, with Mesh verifying ownership at the point of deposit. No new accounts, no crypto infrastructure to navigate. For business owners, that means digital assets held on exchanges, in wallets, or in corporate treasury can become working capital: funds to pay suppliers, cover expenses, and run operations, all within Flex. Mesh and Flex plan to expand the integration over time, adding more ways for business owners to move value in and out of their Flex accounts. "Flex is redefining what a modern finance platform looks like for business owners, and crypto and stablecoins are increasingly part of how those owners hold and move value," said Bam Azizi, CEO and Co-founder of Mesh. "This kind of infrastructure shouldn't be reserved for large enterprises and institutional treasury teams. Through this partnership, we're making it easy for business owners to bring their digital assets into the platform where they manage their whole financial life." "Most fintechs build crypto products for the customers who are already comfortable with digital assets," said Zaid Rahman, Founder & CEO of Flex. "We built this for everyone else. A business owner shouldn't have to think about stablecoins, wallets, or which exchange they used. A dollar should just be a dollar." The partnership reflects a shift already underway: crypto and stablecoins are becoming part of how a business owner funds and moves money, not a system reserved for a niche of crypto-native users. Mesh continues to power embedded crypto and stablecoin experiences for consumer apps, fintechs, and enterprises around the world. This partnership comes amid a period of significant momentum for Mesh. Recent milestones include the Mesh Alliance Program (MAP), a neutral interoperability initiative powering enterprise payments at scale. Mesh also launched the Mesh Wallet to enable AI-agent transactions in stablecoins, joined Paxos' Global Dollar Network (GDN), and announced new partnerships with Deel, AMINA Bank, and Rain. About Mesh Founded in 2020, Mesh is building the first global crypto payments network, connecting hundreds of exchanges, wallets, and financial services platforms to enable seamless digital asset payments and conversions. By unifying these platforms into a single network, Mesh is pioneering a connected and secure ecosystem for digital finance. For more information, visit meshpay.com. About Flex Flex is the financial home for business owners globally, unifying banking, payments, credit, and accounting into a single platform. The company offers multi-currency accounts and cross-border payments in 100+ countries, corporate cards, stablecoin on/off-ramps, and AI-powered tools like an automated general ledger and expense monitoring. From day-to-day treasury to personal spend, Flex is the one place for ambitious business owners to run their entire financial life. Learn more at flex.one.

TheBizNewz
Jul 16th, 2026
Flex gets $70 million to grow personal finance and business banking.

Flex gets $70 million to grow personal finance and business banking. July 16, 2026 Flex has raised $70 million in a new funding round. The money will help the company grow its business and build new tools for business owners. Flex is a business banking company based in California. It helps people manage both their business money and their personal finance in one place. The company also gives banking, payments, credit and accounting tools. Flex said it will use the new money to grow its team. It plans to increase its workers from 110 to more than 200 by the end of the year. The company also started a new service called Flex Global. This service lets users send and get money across many countries. It supports 32 money types and works in 76 countries. It also uses stablecoin technology in the background to help make payments faster. Customers do not need to know how the technology works. Flex says it now handles more than $10 billion in yearly payment volume. The company also says its business is growing four times faster than last year. With Flex Global, the company wants to compete with other business finance firms like Brex and Ramp. Flex hopes to become the main banking partner for business owners who work in many countries. The new funding shows that many investors believe Flex can keep growing. The company wants to make it easier for business owners to manage all their money in one simple place.

Finovate
Jul 15th, 2026
Flex raises $70 million to improve payments for high net worth business owners.

Flex raises $70 million to improve payments for high net worth business owners. * Business banking platform Flex raised $70 million in a Series B1 round to expand its business finance, payments, private credit, and ERP offerings while doubling its workforce. * The company also launched Flex Global, a cross-border banking service that combines multi-currency accounts, global payments, and stablecoin infrastructure to enable faster international money movement. * With Flex Global, Flex is positioning itself to compete more directly with Brex and Ramp by offering globally active businesses a unified platform that blends banking, payments, credit, and wealth management. The business banking space is heating up again. Business banking platform Flex landed $70 million in a Series B1 investment, boosting its total equity funding to $180 million and total debt funding to $300 million. Halo Fund lead the investment, which comes seven months after Flex's $60 million Series B round. Portage Ventures, Wellington, Crosslink Capital, 53 Stations, Titanium Ventures, Spice, Florida Funders, Spice, and others also contributed. Halo's participation is especially notable, as its co-founders span the sports and entertainment space, bringing expertise in sports and entertainment distribution into audiences that include millions of successful middle-market business owners and entrepreneurs. With this round, Flex plans to expand across business finance, personal finance, payments, private credit, and ERP. The company will also use the funds to double the team size from 110 employees to more than 200 by year-end. Flex made its debut in 2022 to bring private banking to high net worth business owners. The California-based company offers banking, private credit, payments, billing, and accounting tools for businesses, as well as a business credit card that pays up to 5% cashback. The company's average customer uses four or more of these products on its platform. Flex has crossed $10 billion in annualized total payment volume and is currently growing 4x year-over-year. "I've spent my career helping entrepreneurs win, and they all have the same problem: their business and personal financial lives are completely intertwined, but every bank treats them as two different customers, missing what they're actually trying to build," said Halo Fund Owner Co-founder Ryan Smith. "Flex is the first team creating a real private bank around the owner and the entire household's finances, and the gap they're filling is just as real globally as it is in the US. Zaid and the team have built an enduring business that is becoming an institution for the world's most ambitious owners." Along with today's funding announcement, Flex is launching Flex Global, a service that brings together local currency accounts, cross-border payments, and stablecoins for always-on, fast funds transfers. The service is aimed to serve cross-border businesses by issuing global credit cards, leveraging stablecoin payment rails and wallets in 100+ countries, and offering institutional USD accounts for foreign business owners. Flex's multi-currency accounts support 32 currencies across 76 countries, enabling busineses to hold, send, and receive funds in the currencies they actually operate in. Flex's goal is to make the underlying payment rails invisible to customers by embedding stablecoin settlement into its private banking experience. Rather than requiring businesses to manage crypto wallets or navigate blockchain technology, Flex uses stablecoins behind the scenes to make international payments feel as seamless as domestic ones. "Middle-market business owners are one of the most important and underserved customers in finance globally," said Flex CEO and Founder Zaid Rahman. "Depending on the type of owner, they'll tell you their vendors are spread across the US, Poland, Brazil, etc; their accounts hold currency outside of just USD; and they have to oscillate across 2-3 vendors and layers of fees just to do business outside their country." Flex Global raises the competitive stakes for Brex and Ramp by expanding Flex beyond domestic banking, credit, and expense management into global financial infrastructure. Both rivals already support international cards and vendor payments, while Brex has also been developing stablecoin-based global transfers. Flex differentiates itself with its focus on middle-market business owners and its effort to combine cross-border payments, multi-currency accounts, credit, banking, and personal wealth management within a single private-banking relationship. That approach could help Flex compete less as another spend-management platform and more as the primary financial institution for globally active entrepreneurs.