Experience with Maxio, Impartner, or similar subscription and partner management platforms. Why You'll Love It * High-impact role with direct exposure to executive leadership. * Opportunity to shape ...
Experience with Maxio, Impartner, or similar subscription and partner management platforms. Why You'll Love It * High-impact role with direct exposure to executive leadership. * Opportunity to shape ...
Onboarding Accounting Associate
Fort Lauderdale, FL · On-site +1
Gain hands-on experience with a broad range of accounting, finance, and ecommerce tools, such as NetSuite, Rillet, Intuit Enterprise Suite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, and Reach ...
Onboarding Accounting Associate
Fort Lauderdale, FL · On-site +1
Gain hands-on experience with a broad range of accounting, finance, and ecommerce tools, such as NetSuite, Rillet, Intuit Enterprise Suite, A2X, Cin7, Ramp, Maxio, Rho, Sums, Bitwave, and Reach ...
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Senior Accountant with SaaS Revenue Experience
Miami, FL · On-site
$70K - $120K/yr
PREFERRED QUALIFICATIONS • Experience with Salesforce CRM and CPQ, including Salesforce-to-Intacct integration. • Familiarity with billing platforms such as Zuora, Chargebee, or Maxio (formerly ...
Urgent
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Be Seen First
Senior Accountant with SaaS Revenue Experience
Miami, FL · On-site
$70K - $120K/yr
PREFERRED QUALIFICATIONS • Experience with Salesforce CRM and CPQ, including Salesforce-to-Intacct integration. • Familiarity with billing platforms such as Zuora, Chargebee, or Maxio (formerly ...
Urgent
Maxio information
What are the key skills and qualifications needed to thrive as a Maxio (Subscription Management Software) Specialist, and why are they important?
What is a Maxio and what do they do?
What are some common challenges faced by professionals working at Maxio in client-facing roles?
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.
Other
Posted 7 days ago
Job description
Ready to build the revenue engine behind a Series B AI company transforming cybersecurity?
We're looking for a hands-on Director of Revenue Operations to partner closely with our CFO, CRO, and GTM leaders to drive forecasting accuracy, optimize pipeline performance, and create scalable processes that fuel growth.
This is an opportunity for someone who loves getting into the details, building from the ground up, and using data, automation, and AI to make revenue teams more efficient.
What You'll Do
Forecasting & Executive Reporting
- Own weekly, monthly, and quarterly forecasting processes and revenue reporting for executive leadership.
- Build and maintain dashboards tracking pipeline coverage, conversion rates, bookings, and revenue trends.
- Support QBRs, board materials, investor updates, and strategic planning initiatives.
Pipeline & Sales Operations
- Lead weekly pipeline reviews alongside Sales leadership and continuously improve forecasting accuracy.
- Define and maintain sales stages, lifecycle definitions, and data standards.
- Create automated workflows and alerts to identify stale opportunities, missing fields, and process gaps.
- Support territory planning, quota tracking, compensation reporting, and sales onboarding.
HubSpot & Revenue Systems
- Serve as the HubSpot owner, overseeing governance, permissions, workflows, integrations, and data quality.
- Design and document scalable sales processes in partnership with Sales, Marketing, and Finance.
- Manage partner operations including hierarchy structures, accreditation tracking, discount approvals, and ownership models.
- Maintain clean integrations across HubSpot, billing platforms, product analytics tools, PRMs, and partner portals.
Marketing & Cross-Functional Collaboration
- Partner with Marketing to improve attribution, lead management, scoring, and campaign-to-revenue visibility.
- Work across Finance, Product, and external vendors to ensure reliable reporting and trusted revenue data.
What We're Looking For
- 5+ years of Revenue Operations or Sales Operations experience within B2B SaaS.
- Deep HubSpot expertise, including workflows, integrations, custom objects, and troubleshooting.
- Experience supporting a channel-led or partner-driven go-to-market motion.
- Demonstrated use of AI tools to automate workflows and improve operational efficiency.
- Strong analytical skills with experience building forecasts and translating metrics into business insights.
- Proven ability to design, document, and scale processes in a high-growth environment.
- Excellent communication skills and comfort partnering with executives across Sales, Marketing, and Finance.
- Experience in a Series A or Series B company is highly preferred.
Bonus Points
- Experience with Clay, ZoomInfo, or LinkedIn Sales Navigator.
- Familiarity with cybersecurity, MSP, MSSP, or vCISO business models.
- Exposure to board reporting and investor communications.
- Basic SQL skills.
- Experience with Maxio, Impartner, or similar subscription and partner management platforms.
Why You'll Love It
- High-impact role with direct exposure to executive leadership.
- Opportunity to shape the systems, processes, and reporting that power a rapidly scaling business.
- AI-first culture that embraces automation and experimentation.
- Join at an exciting stage of growth and help build a best-in-class revenue operations function.
- In-office role with a collaborative, fast-moving team.