Manage post-sale relationships with strategic SaaS customers, drive onboarding and adoption, educate finance teams, identify upsell/cross-sell opportunities, own expansion pipeline and forecasts, manage renewals to minimize churn, and collaborate cross-functionally to advocate customer needs.
Maxio is a PE-backed software business that helps B2B SaaS companies unlock their next stage of growth. We are committed to redefining how CFOs and CEOs run their businesses, raise money, and manage investors.
Our billing & financial operations platform is designed to meet the unique challenges of B2B SaaS companies, including complex billing, subscription management, revenue, and expense recognition. The platform also provides investor-grade SaaS operating metrics and analytics that help executives run their companies more effectively & raise money more efficiently.
Today, Maxio serves over 2,000 customers and processes more than $17B in revenue for those customers.
About the role:
Maxio is seeking a strategic, customer-focused, and results-oriented Account Manager to join our growing team.
Ideal candidates are exceptional communicators with a proven track record in SaaS account management, post-sale relationship building, and navigating complex customer organizations, especially within finance teams or the Office of the CFO.
You’ll work cross-functionally with Product, Services, and Solution Engineering teams to deliver an outstanding customer experience and identify new revenue opportunities through upsells and renewals.
Key Responsibilities:
- Post-Sale Customer Management: Act as the primary point of contact for strategic customers post-implementation, ensuring seamless onboarding, adoption, and long-term success.
- Relationship Management: Build and maintain strong, trust-based relationships with finance leaders and executive stakeholders to understand their business goals and ensure Maxio delivers continuous value.
- Product Education: Drive ongoing education and enablement to help customers fully leverage Maxio’s platform across the quote-to-cash lifecycle.
- Expansion Sales: Identify growth opportunities within existing accounts and lead strategic upsell and cross-sell initiatives to drive account expansion.
- Pipeline & Forecast Management: Maintain an accurate expansion pipeline, manage forecasts, and collaborate with internal sales leadership to drive predictable revenue growth.
- Customer Retention & Renewals: Proactively manage renewal processes, mitigate churn risk, and ensure high retention rates through strategic planning and engagement.
- Internal Collaboration: Work closely with Product, Services, and Solution Engineering teams to advocate for customer needs, shape product roadmap conversations, and ensure a coordinated customer experience.
Required Skills & Qualifications:
- 2+ years of experience in a quota-carrying role focused on install-base (post-sale) sales, customer retention, and expansion
- Experience selling to the FinTech space
- Office of the CFO ecosystem knowledge, NetSuite, QuickBooks, Sage, Xero
- Organized and strong time management skills
- Excellent written & verbal communication
- Confident, self-assured with a sense of urgency and desire to win
- Comfortable with change knowing that our business evolves rapidly
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