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
Similar Jobs
Artificial Intelligence • Cloud • Information Technology • Legal Tech • Productivity • Software
Own the full technology partner lifecycle, from qualification and commercial agreement through integration, activation, joint go-to-market, and royalty revenue generation. Manage a partner territory, forecast performance, conduct QBRs, coordinate with Product, Engineering, and Marketing, and build scalable onboarding and activation playbooks. The role requires enterprise SaaS partner management, commercial negotiation, partner economics expertise, technical fluency, and experience driving integrations and marketplace distribution.
Top Skills:
Api ArchitectureIsv MarketplacesMicrosoft AppsourceSaaSSalesforce Appexchange
Digital Media • Information Technology • News + Entertainment
Retain and grow Comcast Business customer accounts through telephone-based solution selling and account management. Make outbound calls, meet sales quotas, prepare proposals and forecasts, document customer interactions, resolve issues, and reduce customer downgrades or churn. The role requires consistent attendance, flexibility for nights and weekends, and comfort working in a closely monitored, performance-driven environment.
Top Skills:
Client Management SystemComcast Business ConnectivityCommunicationsCybersecurityManaged SolutionsNetworkingWireless
Digital Media • Information Technology • News + Entertainment
Manages and grows Comcast Business’s existing mid-market and SMB customer accounts through telephone and digital sales, retention efforts, account reviews, solution-based selling, and problem resolution. The role focuses on meeting sales quotas, increasing revenue through advanced product upgrades and multi-product solutions, processing orders, preparing sales documentation, and coordinating with Sales Engineering and Customer Project Management. Requires flexible scheduling, including nights, weekends, and overtime.
Top Skills:
Billing SystemsMicrosoft DynamicsMicrosoft Office SuiteMicrosoft OutlookMicrosoft TeamsSalesforceSd-Wan
What you need to know about the NYC Tech Scene
As the undisputed financial capital of the world, New York City is an epicenter of startup funding activity. The city has a thriving fintech scene and is a major player in verticals ranging from AI to biotech, cybersecurity and digital media. It also has universities like NYU, Columbia and Cornell Tech attracting students and researchers from across the globe, providing the ecosystem with a constant influx of world-class talent. And its East Coast location and three international airports make it a perfect spot for European companies establishing a foothold in the United States.
Key Facts About NYC Tech
- Number of Tech Workers: 549,200; 6% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Capgemini, Bloomberg, IBM, Spotify
- Key Industries: Artificial intelligence, Fintech
- Funding Landscape: $25.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Greycroft, Thrive Capital, Union Square Ventures, FirstMark Capital, Tiger Global Management, Tribeca Venture Partners, Insight Partners, Two Sigma Ventures
- Research Centers and Universities: Columbia University, New York University, Fordham University, CUNY, AI Now Institute, Flatiron Institute, C.N. Yang Institute for Theoretical Physics, NASA Space Radiation Laboratory
