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 ...
Quick apply
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 ...
The Role Maxio is seeking a highly motivated, strategic, and results-driven Strategic Account Executive to join our growing sales organization. This role is focused on winning and expanding ...
The Role Maxio is seeking a highly motivated, strategic, and results-driven Strategic Account Executive to join our growing sales organization. This role is focused on winning and expanding ...
Customer Success Manager
GA · On-site
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 ...
Customer Success Manager
GA · On-site
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 ...
This role is highly hands-on and will work across multiple systems (QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint) to ensure timely invoicing, cash application, reconciliations, reporting ...
This role is highly hands-on and will work across multiple systems (QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint) to ensure timely invoicing, cash application, reconciliations, reporting ...
This role is highly hands-on and will work across multiple systems (QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint) to ensure timely invoicing, cash application, reconciliations, reporting ...
This role is highly hands-on and will work across multiple systems (QuickBooks, Maxio, Salesforce, JPMorgan, and SharePoint) to ensure timely invoicing, cash application, reconciliations, reporting ...
Oversee the use of Rippling (HRIS) and Maxio (recurring billing software) for seamless financial processes and reporting. * Strategic Contributions: * * Collaborate with leadership to develop and ...
Oversee the use of Rippling (HRIS) and Maxio (recurring billing software) for seamless financial processes and reporting. * Strategic Contributions: * * Collaborate with leadership to develop and ...
Billing Specialist
$45K - $60K/yr
Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct) * Process upgrades, downgrades, renewals and ...
Billing Specialist
$45K - $60K/yr
Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct) * Process upgrades, downgrades, renewals and ...
Billing Specialist
Englewood, CO · On-site
$45K - $60K/yr
Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct) * Process upgrades, downgrades, renewals and ...
Billing Specialist
Englewood, CO · On-site
$45K - $60K/yr
Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct) * Process upgrades, downgrades, renewals and ...
Billing Specialist
Englewood, CO · Remote
Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct) * Process upgrades, downgrades, renewals and ...
Quick apply
Billing Specialist
Englewood, CO · Remote
Generate, process, and manage invoices for subscription-based services, including renewals and usage-based billing (e.g., Maxio, Stripe, Sage Intacct) * Process upgrades, downgrades, renewals and ...
Senior Accountant
Phoenix, AZ · On-site
$73K - $92K/yr
Serve as the Finance team's primary owner of accounting systems and integrations - including NetSuite workflows, the Maxio billing platform, Airbase, and the data flows connecting them. Monitor ...
Senior Accountant
Phoenix, AZ · On-site
$73K - $92K/yr
Serve as the Finance team's primary owner of accounting systems and integrations - including NetSuite workflows, the Maxio billing platform, Airbase, and the data flows connecting them. Monitor ...
Finance and Accounting Associate
San Francisco, CA · On-site
$125K - $140K/yr
Generate customer invoices, follow up on payments, apply payments to invoices in Maxio and communicate with customers on overdue balances. * Account Reconciliation: Reconcile customer accounts and ...
Finance and Accounting Associate
San Francisco, CA · On-site
$125K - $140K/yr
Generate customer invoices, follow up on payments, apply payments to invoices in Maxio and communicate with customers on overdue balances. * Account Reconciliation: Reconcile customer accounts and ...
Revenue Accountant
Boston, MA · On-site +1
$100K - $125K/yr
Serve as the primary owner of Maxio, including billing setup, revenue schedules, reporting, and system integrations. * Own the full invoicing process, ensuring accuracy, timeliness, and alignment ...
Revenue Accountant
Boston, MA · On-site +1
$100K - $125K/yr
Serve as the primary owner of Maxio, including billing setup, revenue schedules, reporting, and system integrations. * Own the full invoicing process, ensuring accuracy, timeliness, and alignment ...
Senior Accountant
Phoenix, AZ · On-site
$73K - $92K/yr
Serve as the Finance team's primary owner of accounting systems and integrations -- including NetSuite workflows, the Maxio billing platform, Airbase, and the data flows connecting them. Monitor ...
Quick apply
Senior Accountant
Phoenix, AZ · On-site
$73K - $92K/yr
Serve as the Finance team's primary owner of accounting systems and integrations -- including NetSuite workflows, the Maxio billing platform, Airbase, and the data flows connecting them. Monitor ...
Customer Success Manager
Dallas, TX · On-site +1
They will build, mentor, and scale the team, and operationalize our Customer Success tech stack (Gong, HubSpot, Maxio, Confluence, JIRA) to drive measurable improvements in gross retention, net ...
Customer Success Manager
Dallas, TX · On-site +1
They will build, mentor, and scale the team, and operationalize our Customer Success tech stack (Gong, HubSpot, Maxio, Confluence, JIRA) to drive measurable improvements in gross retention, net ...
Senior Accountant
$75K - $95K/yr
Manage customer invoicing and collections in Maxio, including complex contract scenarios like proration, upgrades, and self-service to sales-led transitions * Identify process gaps and fix them ...
Senior Accountant
$75K - $95K/yr
Manage customer invoicing and collections in Maxio, including complex contract scenarios like proration, upgrades, and self-service to sales-led transitions * Identify process gaps and fix them ...
Salesforce Administrator
OR · Remote
Works with integrated applications including but not limited to Maxio, DocuSign, Custom CPQ, Custom Apps, E-Store (WordPress), Zapier, HubSpot etc. Qualifications: * Bachelor's degree is required or ...
Quick apply
Salesforce Administrator
OR · Remote
Works with integrated applications including but not limited to Maxio, DocuSign, Custom CPQ, Custom Apps, E-Store (WordPress), Zapier, HubSpot etc. Qualifications: * Bachelor's degree is required or ...
Accounting Manager (SaaS)
Farmington, MI · On-site
Play a key role in ERP and system improvements (Dynamics 365, Maxio, etc.) * Help translate accounting needs into scalable system workflows * Support system implementations, testing, and data ...
Quick apply
Accounting Manager (SaaS)
Farmington, MI · On-site
Play a key role in ERP and system improvements (Dynamics 365, Maxio, etc.) * Help translate accounting needs into scalable system workflows * Support system implementations, testing, and data ...
Customer Success Manager
Dallas, TX · Remote
They will build, mentor, and scale the team, and operationalize our Customer Success tech stack (Gong, HubSpot, Maxio, Confluence, JIRA) to drive measurable improvements in gross retention, net ...
Customer Success Manager
Dallas, TX · Remote
They will build, mentor, and scale the team, and operationalize our Customer Success tech stack (Gong, HubSpot, Maxio, Confluence, JIRA) to drive measurable improvements in gross retention, net ...
Revenue Accountant
$100K - $125K/yr
Serve as the primary owner of Maxio, including billing setup, revenue schedules, reporting, and system integrations. * Own the full invoicing process, ensuring accuracy, timeliness, and alignment ...
Revenue Accountant
$100K - $125K/yr
Serve as the primary owner of Maxio, including billing setup, revenue schedules, reporting, and system integrations. * Own the full invoicing process, ensuring accuracy, timeliness, and alignment ...
Customer Success Manager
Dallas, TX · Remote
They will build, mentor, and scale the team, and operationalize our Customer Success tech stack (Gong, HubSpot, Maxio, Confluence, JIRA) to drive measurable improvements in gross retention, net ...
Quick apply
Customer Success Manager
Dallas, TX · Remote
They will build, mentor, and scale the team, and operationalize our Customer Success tech stack (Gong, HubSpot, Maxio, Confluence, JIRA) to drive measurable improvements in gross retention, net ...
Maxio information
What are the key skills and qualifications needed to thrive as a Maxio (Subscription Management Software) Specialist, and why are they important?
To thrive as a Maxio Specialist, you need a solid understanding of subscription billing, SaaS revenue recognition, and financial operations, usually backed by experience in finance or accounting. Familiarity with Maxio software, ERP integrations, and data analysis tools, as well as certifications in accounting or SaaS platforms, is highly valuable. Strong problem-solving, attention to detail, and communication skills help in managing client needs and translating business requirements into effective billing solutions. These skills ensure accurate financial operations, customer satisfaction, and seamless integration of subscription management processes.
What is a Maxio and what do they do?
Maxio is not a traditional job title, but rather the name of a software company that provides billing and subscription management solutions for SaaS businesses. Their platform helps companies automate invoicing, manage recurring payments, handle revenue recognition, and provide analytics on subscription metrics. Professionals working at Maxio typically have roles in software development, customer success, sales, or product management, all focused on helping clients streamline their financial operations.
What are some common challenges faced by professionals working at Maxio in client-facing roles?
Professionals in client-facing roles at Maxio often manage multiple accounts and must juggle competing priorities, such as responding to client inquiries, troubleshooting software issues, and coordinating with internal teams for technical solutions. A key challenge is balancing proactive customer engagement with reactive support, especially when handling a large portfolio of clients. Additionally, adapting to new product updates and ensuring clients are educated on best practices can require ongoing learning and strong communication skills. Success in these roles often depends on effective time management, collaboration, and the ability to quickly resolve complex issues.
What is the difference between Maxio vs Bookkeeper?
| Aspect | Maxio | Bookkeeper |
|---|---|---|
| Primary Role | Financial management and revenue operations platform | Recording and maintaining financial transactions |
| Required Credentials | Finance or SaaS experience, sometimes certifications in finance or accounting | Basic accounting knowledge, often no formal certification required |
| Work Environment | Tech companies, SaaS businesses, finance teams | Small businesses, accounting firms, small finance departments |
| Common Usage | Used for revenue management, billing, analytics | Used for bookkeeping, data entry, basic financial reporting |
Maxio focuses on revenue operations and financial management for SaaS and tech companies, requiring more advanced financial skills. Bookkeepers handle day-to-day transaction recording and basic financial tasks. While both roles involve finance, Maxio's platform is more strategic and technical, whereas bookkeepers focus on routine bookkeeping tasks.
More about Maxio jobs
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What states have the most Maxio jobs? States with the most job openings for Maxio jobs include:
What job categories do people searching Maxio jobs look for? The top searched job categories for Maxio jobs are:
Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 6 days ago
Job description
Customer Success Manager (Mid-Market / Strategic Accounts)
About Maxio
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.
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
- 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
- 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
- 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
- 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.
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