Senior Account Manager

Location: Remote

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 Senior Account Manager to join our growing team. 

In this role, you’ll be responsible for managing and growing relationships with some of our most valuable and strategic customers. 

As a trusted advisor, you’ll ensure these customers realize the full value of Maxio’s platform driving retention, expansion, and long-term partnership. 

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:

• 4+ 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
• Ability to work during PST business hours

Maxio Benefits & Perks

• Health, dental, and vision insurance plans.
• Medical and dependent care flexible spending accounts.
• Paid monthly mental healthcare access with Headspace.
• Open PTO – because making time for life is important!
• 13 paid standard holidays each year, including a company-wide Winter Break.
• 401(k) savings plan with company match!
• MacBook laptop.
• Paid parental leave.
• A collaborative, entrepreneurial learning environment with a proven playbook.

Maxio is committed to providing all team members a truly unique experience with opportunities for professional development and involvement in multiple dimensions of running and growing our business.

Our commitment to Diversity, Equity, and Inclusion: we are committed to an environment that promotes equality, diversity, and inclusion. It's important to us that you bring your true self to work every day, no matter your age, ethnicity, religion, citizenship, gender identity, sexual orientation, disability status, neurodiversity, or otherwise