Note: The job is a remote job and is open to candidates in USA. Maxio is a PE-backed software business that helps B2B SaaS companies unlock their next stage of growth. They are seeking a strategic, customer-focused Account Manager to manage post-sale customer relationships, ensuring seamless onboarding and long-term success while identifying new revenue opportunities through upsells and renewals.
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
Skills
- 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
Company Overview
The financial operations platform designed to help B2B SaaS companies unlock their next stage of growth. It was founded in 2009, and is headquartered in Norcross, Georgia, USA, with a workforce of 201-500 employees. Its website is https://www.maxio.com.