Phillip Malatesta

About Phillip Malatesta

I help financial institutions modernize how they receive and pay bills.As a Senior Account Executive at AvidXchange, I partner with banks and credit unions to streamline complex, manual processes through secure, scalable payment and invoice automation. My focus is simple: help institutions operate more efficiently, reduce risk, and deliver a better experience to their customers.With a strong background in financial services sales and account management, I’ve built a reputation for exceeding targets, managing high-impact relationships, and creating long-term value for clients. I take a consultative approach to listening first, understanding the business challenge, and aligning technology to solve real operational pain points.I’m especially passionate about- Driving growth through strategic partnerships- Helping financial institutions embrace automation with confidence- Turning complex workflows into simple, efficient processesThrough my education and combined with hands-on industry experience, this has given me a solid foundation in both business strategy and execution. I’m also committed to continuous learning, regularly engaging in industry events, training, and thought leadership to stay ahead of evolving trends in financial technology.If you’re a financial institution looking to modernize payments, improve efficiency, or explore innovative automation solutions, or if you simply want to connect, let’s talk.

Experience

1. Senior Account Executive, Financial Services Sales

   AvidXchange, Inc.

   Feb 2022 — Present

   Responsible for new sales across the nation as a full cycle Account Executive• Leading Product Tours of AvidAscend, an industry leading accounting suite that includes: o Accounts Payable o Fixed Assets o Prepaids & Accruals o Approval Workflow o Expense Reimbursements o Purchase Orders o Shareholder Management o Vendor Management• Educating Financial Institutions on Invoice Inbox and AvidPay solutions to eliminate paper and manual processes

Education

• Northwest Mississippi Community College

  Associate of Arts (AA), Accounting and Finance

  2011 — 2012

• Arkansas State University

  Agricultural Business and Management

  2009 — 2011

• Mississippi State University

  Bachelor of Business Administration (BBA), Finance, General

  2012 — 2013

Skills

• Time Management
• Teamwork
• Banking
• Risk Management
• Customer Retention
• Customer Service
• Strategic Planning
• Communication
• Team Coordination
• Customer Satisfaction
• Microsoft Office
• Sales
• Crm
• Management
• Call Centers
• Team Leadership
• Customer Experience
• Microsoft Excel
• Account Management