Maxio

1 month ago

Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Strategic, post-sale SaaSAccount Manager focused on renewals and expansion within Finance teams and Office of the CFO. Partner with Product, Services, and Solution Engineering to ensure seamless onboarding, adoption, and ongoing value, while identifying cross-sell/up-sell opportunities and maintaining accurate pipeline and forecasts.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Act as the primary post-implementation point of contact for strategic customers to ensure onboarding, adoption, and long-term success
•Build and maintain trust-based relationships with finance leaders and executive stakeholders to understand goals and ensure ongoing value
•Drive education and enablement to help customers leverage the Maxio platform across the quote-to-cash lifecycle
•Identify growth opportunities within existing accounts and lead upsell and cross-sell initiatives
•Maintain an accurate expansion pipeline, manage forecasts, and collaborate with Sales leadership to drive revenue growth

Key Requirements

•2+ years in a quota-carrying role focused on install-base post-sale sales, customer retention, and expansion
•Experience selling to the FinTech space and knowledge of Office of the CFO ecosystem (NetSuite, QuickBooks, Sage, Xero)
•Excellent written and verbal communication skills
•Organized with strong time management and a sense of urgency to win
•Ability to navigate complex customer organizations and collaborate cross-functionally

Experience:2+ yearsFintechSaasOffice of the CFOB2b

Skills:CommunicationTime managementRelationship managementCustomer successSales

Tech Stack:NetSuiteQuickBooksSageXero

Company Brief

Maxio

Provides a financial operations platform for B2B SaaS—billing, subscription management, GAAP/IFRS revenue recognition, usage-based billing, and SaaS metrics—formed from the merger of Chargify and SaaSOptics and backed by Battery Ventures.

Industry: Enterprise Software

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Funding: Private Equity Backed

Headquarters: Atlanta, United States

Founded: 2009

Glassdoor: 3.9

Website LinkedIn Glassdoor

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Maxio

1 month ago

Account Manager

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Customer Success & Account Management

Key Responsibilities

•Act as the primary post-implementation point of contact for strategic customers to ensure onboarding, adoption, and long-term success
•Build and maintain trust-based relationships with finance leaders and executive stakeholders to understand goals and ensure ongoing value
•Drive education and enablement to help customers leverage the Maxio platform across the quote-to-cash lifecycle
•Identify growth opportunities within existing accounts and lead upsell and cross-sell initiatives
•Maintain an accurate expansion pipeline, manage forecasts, and collaborate with Sales leadership to drive revenue growth

Key Requirements

•2+ years in a quota-carrying role focused on install-base post-sale sales, customer retention, and expansion
•Experience selling to the FinTech space and knowledge of Office of the CFO ecosystem (NetSuite, QuickBooks, Sage, Xero)
•Excellent written and verbal communication skills
•Organized with strong time management and a sense of urgency to win
•Ability to navigate complex customer organizations and collaborate cross-functionally

Experience:2+ yearsFintechSaasOffice of the CFOB2b

Skills:CommunicationTime managementRelationship managementCustomer successSales

Tech Stack:NetSuiteQuickBooksSageXero

Company Brief

Maxio

Industry: Enterprise Software

Company Size: Large (251 to 1,000 employees)

Growth: Scaleup

Funding: Private Equity Backed

Headquarters: Atlanta, United States

Founded: 2009

Glassdoor: 3.9

Website LinkedIn Glassdoor