[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