Maxio

Account Manager

• Lead, mentor, and develop a team of Account Managers supporting mid-market and enterprise SaaS customers.
• Deliver continuous coaching focused on customer strategy, value realization, renewal execution, and expansion methodology.
• Own renewal and expansion targets for the AM team.
• Oversee customer lifecycle strategy, including adoption, value measurement, QBRs, upsell/cross-sell, and risk mitigation.
• Develop and refine processes, playbooks, forecasting, and account planning frameworks.
• Hold weekly pipeline, renewal readiness, and risk review meetings with your team.
• Partner with Product to bring customer insights into roadmap discussions.
• Collaborate with Finance on forecasting, contract strategy, and pricing alignment.

Manager, Account Management

Account Executive

• 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.
• 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.
• 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.

Payments Sales Representative – Sales Overlay

Sales

• Own and exceed ARR targets—deliver predictable, repeatable growth with forecast accuracy within ±10%
• Responsible for hiring, enabling and maintaining a top performing team of up to 7 AE's (2 enterprise + 5 mid market)
• Develop and execute sales strategies aligned with company goals, in partnership with the Head of Sales and Finance.
• Build and scale pipeline generation across inbound, outbound, and partner-assisted channels.
• Recruit, coach, and develop a high-performing AE team; set clear expectations and implement consistent deal-review and coaching frameworks.
• Drive deal quality and velocity through disciplined opportunity management, value articulation, and executive alignment.
• Evangelize Maxio’s platform—showcase the business impact of Billing, Payments, and Revenue Recognition to CFO, RevOps, and Product leaders.
• Collaborate cross-functionally with Product, Marketing, and Customer Success to ensure GTM alignment and closed-loop feedback.
• Maintain operational rigor by enforcing CRM hygiene, pipeline coverage targets, and KPI reporting to ELT.
• Partner with Customer Success to drive expansion, renewals, and multi-product adoption.

Sales Director

Digital Marketing

• Lead and optimize paid digital marketing campaigns (LinkedIn, Google Ads, display, retargeting, content syndication, etc.) to drive qualified pipeline.
• Incorporate AI/LLM-based tools (AIO) and SEM best practices to improve site performance and content discoverability.
• Lead site testing and optimization initiatives: plan, execute, and analyze A/B and multivariate tests to improve conversion across the funnel.
• Monitor site performance using tools like heatmaps and session recordings, and partner with web/content teams to implement UX improvements.
• Continuously assess and improve media efficiency, lead quality, CPL, and conversion rates through reporting and analysis.
• Present performance trends, key insights, and recommendations to marketing leadership and cross-functional stakeholders on a regular basis.
• Work closely with Campaigns, Content Marketing, and Product Marketing to align digital efforts with key GTM initiatives.
• Serve as the bridge between campaign strategy and digital execution across Demand Gen, Content, and Product Marketing teams.

Demand Generation, Digital Marketing Manager

Client Partner

• Drive referral opportunities and revenue by establishing partner success programs that track and reward qualified lead generation
• Identify and expand partner opportunities with accounting firms, PEs and VCs through inbound qualification and direct outreach
• Engage, qualify, and nurture prospective partners via a variety of mediums - including email, calls, social channels, conferences and events
• Conduct discovery calls and demos with prospects to understand service offerings, organizational structure and key stakeholders to assess potential fit
• Ideate on new and unique ways to build and develop partner relationships

Partner Development Manager

Business Operations

• The Sr. Manager, Business Operations will be the strategic command center for our company's operational ecosystem. This role focuses on the overarching health and efficiency of internal systems, processes, and data, acting as the architect of our company's infrastructure to ensure all departments are connected by well-designed processes and reliable data.
• Key Responsibilities:
• System Governance: Own core cross-functional systems (e.g., CRM, ERP, Billing Engine, and other cross-functional business platforms). Manage vendor relationships. Responsible for the integrity and long-term roadmap of these systems.
• Business Intelligence (BI): Serve as the gatekeeper of the company's data. Build and maintain foundational data models. Enable functional leaders to self-serve in creating their own reports, dashboards, and integrations.
• Process Harmonization & Documentation: Eliminate duplicated efforts and misaligned processes across departments. Ensure seamless and efficient workflows between Sales, Marketing, Support, Finance, and other teams. Establish the framework and mechanisms for cross-functional process documentation.
• Collaboration with Departmental Operations: Partner with Sales Operations, Marketing Operations, and Revenue FP&A to ensure system alignment, data accuracy, and optimized cross-functional workflows. Collaborate on defining and building departmental-specific dashboards and reports using centralized BI data models. Work with departmental ops teams on change management when new processes or tools are introduced, ensuring proper integration into core systems and intact cross-functional data flows. Ensure clean and accurate data is passed to the centralized BI platform from various departmental systems. “Pinch hit” when needed, providing Sales Ops, Marketing Ops, or FP&A support when extra capacity is needed.

Manager, Account Management

Payments Sales Representative – Sales Overlay

Sales Director

Demand Generation, Digital Marketing Manager

Partner Development Manager

Senior Manager, Business Operations