Maxio · 1 month ago
Implementation Consultant
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
2+ years expMaxio is a leading SaaS company revolutionizing the way subscription businesses handle their financial operations. The Implementation Consultant will guide new customers through onboarding, help them optimize financial workflows, and ensure successful data migration while providing product expertise in subscription analytics and revenue recognition.
BillingManagement ConsultingSaaSSoftwareSubscription Service
Responsibilities
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
Qualification
Required
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
Preferred
Experience with integrating & enabling workflows across multiple B2B SaaS products
Project management certifications are very helpful
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
Benefits
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
Company
Maxio
The financial operations platform designed to help B2B SaaS companies unlock their next stage of growth.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Randy Wootton 🚀
Chief Executive Officer
Dan Owens
Chief Financial Officer
Recent News
2025-12-17
2025-11-18
Company data provided by crunchbase