Job Details

Senior Account Manager

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