Maxio

• Own the full sales cycle—from pipeline generation through close and expansion • Build and manage relationships with CFOs, Controllers, and Finance Leaders, as well as executive stakeholders • Lead complex, multi-threaded sales motions across Mid-Market and Enterprise accounts • Clearly articulate Maxio’s differentiated value across the Quote-to-Cash lifecycle • Partner closely with Sales Engineering to deliver tailored product demonstrations and solutions • Collaborate with Marketing and BDR teams while also generating your own pipeline • Forecast accurately and manage deal progression with strong discipline • Continuously refine messaging based on market feedback and buyer needs

Customer Success Manager (Mid-Market / Strategic Accounts) Remote (U.S.) | Reports to Director, Customer Success About Maxio Maxio is the leading financial operations platform for B2B SaaS companies, helping teams automate billing, streamline revenue recognition, and gain real-time visibility into financial performance. With over $60M in ARR and a growing base of high-performing SaaS customers, Maxio sits at the center of the modern finance stack. The Role We’re looking for a Customer Success Manager who brings structure to complex customer situations, creates momentum where progress has stalled, and drives accounts from challenge to stability. You will be accountable for customer health and retention, advocate for customer needs, and shape how our customers scale with Maxio. You’ll partner with customers to understand pain points, align internal stakeholders, and execute clear resolution plans, working cross-functionally with Account Management, Support, Product, Professional Services, and Engineering. What You’ll Own Customer Coordination and Resolution - Serve as the primary coordination point for customers needing cross-functional support - Assess challenges and build actionable resolution plans with clear owners and timelines - Stabilize at-risk accounts and move them toward a healthier state Strategic Customer Partnership - Build trust with Finance, RevOps, and SaaS operators by understanding their goals - Support customers navigating complex workflows or adoption barriers - Translate customer needs into coordinated internal action and communicate progress clearly Cross-Functional Leadership - Partner across departments to remove blockers and align stakeholders around customer priorities - Act as the voice of the customer, ensuring urgency and business context are understood - Maintain momentum across open issues and multiple workstreams Customer Health and Operations - Monitor account health proactively and identify risk before escalation - Help customers use Maxio effectively across billing, revenue recognition, and reporting - Maintain operational discipline in Salesforce, ChurnZero, and Zendesk What Great Looks Like (6–12 Months) - Critical issues are resolved faster through clear coordination and follow-through - Internal teams see you as the go-to partner for complex customer situations - At-risk accounts are consistently stabilized before escalation Qualifications - 3–6 years in Customer Success, Account Management, or similar in B2B SaaS - Proven ability to manage complex, cross-functional situations involving escalations and account stabilization - Experience working with finance, billing, or SaaS metrics (MRR, ARR, churn) preferred - Strong executive communication skills; highly organized and proactive in ambiguity - CPA certification is a plus Why Maxio - Operate at the intersection of SaaS and finance (high-value, sticky product) - High ownership role with real impact on retention and growth - Remote-first, flexible culture - Clear path to growth as the company scales - Health, dental, and vision insurance plans - Medical and dependent care flexible spending accounts - Paid monthly mental healthcare access with Headspace - Open PTO - we like to keep this simple...making time for life is important! - 11 paid standard holidays each year - Including a company-wide Winter Break - 401(k) savings plan with company match! - Macbook Laptop - Paid Parental Leave - A collaborative, entrepreneurial learning environment with a proven playbook - Remote/Onsite/Hybrid working options Maxio is committed to providing all team members a truly unique experience with opportunities for professional development and involvement in multiple dimensions of running and growing our business.

• Digital Strategy Execution Lead and optimize paid digital marketing campaigns (LinkedIn, Google Ads, display, retargeting, content syndication, etc.) to drive qualified pipeline. • Website Performance & Experimentation Lead site testing and optimization initiatives: plan, execute, and analyze A/B and multivariate tests to improve conversion across the funnel. • Campaign Analytics & Optimization Continuously assess and improve media efficiency, lead quality, CPL, and conversion rates through reporting and analysis. • Collaboration and Influence Work closely with Campaigns, Content Marketing, and Product Marketing to align digital efforts with key GTM initiatives.

Location: Remote-US (HQ in Atlanta) Reports to: Head of Sales Department: Go-To-Market (Sales) About Maxio With more than 2,000 customers and $17 billion in billings under management, Maxio provides a comprehensive platform for recurring billing, subscription management, revenue recognition, and financial reporting tailored to the needs of SaaS and subscription-based businesses. Backed by Battery Ventures. The Role This is a quota-carrying sales overlay role responsible for driving Maxio Payments adoption and conversion across new and existing customers. You’ll partner closely with Account Executives (new business) and Account Managers (aftermarket) to develop and execute payments strategies that increase attachment rates, deliver value to customers, and grow payments ACV bookings. You are the subject-matter expert (SME) on payments—helping sellers position Maxio Payments as a core part of the revenue stack, differentiating our offering from alternatives, and supporting both technical and commercial discussions. What You’ll Do Day-to-Day Co-sell with Account Executives and Account Managers on active opportunities and renewals. Act as the payments SME, supporting demos, pricing, proposals, and deal strategy. Provide expertise on industry trends, regulations, compliance, and global payments (cards, ACH, FX, interchange, etc.). Partner with Product and Sales Engineering to articulate product capabilities and roadmap alignment. Weekly / Monthly Participate in pipeline and account reviews to ensure every eligible deal has a payments strategy. Work with assigned sales reps to identify, prioritize, and advance payments opportunities. Deliver competitive and market insights back to GTM leadership to inform positioning. Collaborate with Marketing to refine messaging and enablement content. Monthly / Quarterly Analyze sales performance and adoption trends, identifying growth levers and friction points. Conduct competitive analysis and provide actionable feedback to Product and Marketing. Contribute to training and enablement sessions to upskill the broader sales team. Key Performance Indicators Payments ACV bookings (new + expansion). Payment attachment rates for eligible opportunities. Pipeline coverage and conversion rates for payments deals. Who You Are Maxio Benefits & Perks: Health, dental, and vision insurance plans Medical and dependent care flexible spending accounts Paid monthly mental healthcare access with Headspace Open PTO - we like to keep this simple...making time for life is important! 13 paid standard holidays each year - Including a company-wide Winter Break 401(k) savings plan with company match! Macbook Laptop Paid Parental Leave A collaborative, entrepreneurial learning environment with a proven playbook Remote/Onsite/Hybrid working options Maxio is committed to providing all team members a truly unique experience with opportunities for professional development and involvement in multiple dimensions of running and growing our business.

• Act as a hands-on, consultative onboarding specialist to guide new customers from contract signature to fully-functioning through operational set up and historical data completion • Provides technical expertise across projects managed by other members of our professional services Team specifically for complex API usage and technical assistance with custom coding and scripting. • Shepherd new Customers through training, account configuration, and deriving solutions to complex issues relating to optimizing their financial operations and workflow across multiple systems • Act as a data expert to help clients migrate their historical data from disparate systems into MAXIO by digging deeply into their historical transactions, manipulating the data, and preparing it for use in the MAXIO platform • Act as a reporting & analytics expert to create financial clarity for customers, guiding them in analyzing the performance of their business • Work comfortably and credibly with dynamic CEOs, CFOs, and accounting staff in high growth, emerging SaaS businesses • Provide MAXIO product expertise across the following areas: subscription analytics, revenue recognition accounting, invoicing processes and payments processes. • Help customers achieve their desired business outcomes while also driving customer accountability to complete onboarding projects in a timely manner • Establish new customers as passionate champions for MAXIO because of their satisfaction with our product, processes and people • Collaborate with management to refine onboarding processes • Strive to continuously improve skills and demonstrate a willingness to learn and establish best practices.

• Identify satisfied customers for participation in case studies, testimonials, reviews, and speaking opportunities. • Maintain the customer reference database including advocate status, use cases, and product details. • Coordinate requests for G2 reviews and track participation and outcomes. • Support the growth and organization of the customer advocacy pipeline. • Work with Customer Success Managers and Account Managers to identify customers with strong results or notable use cases. • Coordinate interviews and scheduling for case studies and customer spotlights. • Collaborate with Product Marketing and Content teams to support the development of written and video customer stories. • Manage customer approvals and track the performance of published content. • Assist in drafting and sending customer newsletters, product updates, event communications, and related outreach. • Coordinate webinar logistics including invitations, registrations, reminders, and follow-up. • Support engagement within the Maxio Customer Community Slack channel. • Maintain dashboards and reports related to customer advocacy, NPS themes, review volume, and content performance. • Track metrics for program effectiveness including open rates, event registrations, referrals, and story engagement. • Organize internal documentation such as content calendars, contact lists, and process documents. • Provide project coordination support for Customer Success and Marketing initiatives.

• Act as a hands-on, consultative onboarding specialist to guide new customers from contract signature to fully-functioning through operational set up and historical data completion • Shepherd new Customers through training, account configuration, and deriving solutions to complex issues relating to optimizing their financial operations and workflow across multiple systems • Act as a data expert to help clients migrate their historical data from disparate systems into Maxio by digging deeply into their historical transactions, manipulating the data, and preparing it for use in the Maxio platform • Act as a reporting & analytics expert to create financial clarity for customers, guiding them in analyzing the performance of their business • Work comfortably and credibly with dynamic CEOs, CFOs, and accounting staff in high growth, emerging SaaS businesses • Provide Maxio product expertise across the following areas: subscription analytics, revenue recognition accounting, invoicing processes and payments processes. • Help customers achieve their desired business outcomes while also driving customer accountability to complete onboarding projects in a timely manner • Establish new customers as passionate champions for Maxio because of their satisfaction with our product, processes and people • Strive to continuously improve skills and demonstrate a willingness to learn and establish best practices

• Own the project-level relationship between Maxio and strategic customers from kickoff through go-live and stabilization • Lead complex software implementations, frequently spanning six months or longer, across multiple workstreams • Identify key customer and internal stakeholders and define governance models and escalation paths • Define and manage project scope, objectives, milestones, and deliverables in alignment with customer agreements • Develop, maintain, and execute detailed, integrated project plans across internal teams and external partners • Coordinate and lead matrixed project teams, including internal resources and third-party vendors or implementation partners • Monitor project progress, dependencies, risks, and issues, proactively driving mitigation and resolution • Provide clear, executive-level status reporting on project health, risks, KPIs, and financials • Define and execute communication plans tailored to enterprise stakeholders and leadership audiences • Partner closely with Product and Engineering teams to track and communicate development work tied to customer commitments • Monitor customer enablement and adoption activities to support long-term success post-implementation • Forecast and manage project resource needs, escalating constraints and risks as needed • Communicate blocking issues and critical decisions to internal and external stakeholders in a timely manner • Lead internal, partner, and customer-facing meetings, including steering committees and executive reviews • Facilitate alignment sessions to manage scope changes, scheduling challenges, and escalations • Contribute to PMO best practices, templates, and continuous process improvement initiatives • Mentor and support junior project managers as needed

• Be a Maxio product expert who communicates value and designs tailored solutions. • Partner with New Business and Aftermarket teams on discovery, qualification, and requirements; deliver targeted, expert-level demos and presentations. • Collaborate with Sales, Account Management, Product, and other teams to build use cases, demos, and enablement content. • Explain technical concepts clearly to finance, technical, and executive audiences. • Lead POCs end-to-end, driving engagement and solution alignment. • Maintain demo environments and integrations to ensure polished, reliable demos. • Stay current on product updates; support onboarding and internal training. • Capture and share customer feedback and feature requests to influence the roadmap. • Work with cross functional teams to ensure successful transition of customer through implementation and beyond. • Build strong customer relationships and serve as a key technical resource for Sales.