[Remote] Account Manager
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