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 expansionExperience selling to the FinTech spaceOffice of the CFO ecosystem knowledge, NetSuite, QuickBooks, Sage, XeroOrganized and strong time management skillsExcellent written & verbal communicationConfident, self-assured with a sense of urgency and desire to winComfortable with change knowing that our business evolves rapidlyAbility to work during PST business hours