Implementation Consultant

• 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. Don’t worry, we will teach you what you need to know, and you will become an expert at subscription financial operations
• 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

• 2+ years in a customer-facing, account management or implementation role at a SaaS company
• 2+ years driving projects and meetings via web conference and phone
• 2+ years experience in manipulating and cleansing large volumes of data
• Accounting & finance background in a recurring revenue business is highly valued
• Experience helping customers implement B2B SaaS solutions is highly valued
• Experience with integrating & enabling workflows across multiple B2B SaaS products is preferred
• Project management certifications are very helpful

• Top characteristics and traits for a successful Maxio Implementation Specialist:

• Current or former B2B SaaS CPAs looking to broaden their knowledge in financial operations and gain exposure to a wide variety of B2B SaaS finops company profiles
• Takes complete ownership of work; pride in every detail
• Flexibility to manage multiple, simultaneous onboarding projects
• Ability to methodically and rigorously pursue solutions
• Strong organizational and time management abilities
• Outstanding written & verbal communication
• A technical inclination and ability to gain an in-depth understanding of software
• Strong troubleshooting instincts
• A thirst for knowledge and growth in a dynamic, emerging company environment
• A sense of urgency and persistence
• The adaptability to react quickly and meet customer and market needs
• Desire to be a critical impact player and connect your work to company results

• 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