Maxio

Implementation Consultant – Technical

Maxio

full-time

Posted on:

Location Type: Remote

Location: United States

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About the role

  • 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
  • Provides technical expertise across projects managed by other members of our professional services Team specifically for complex API usage and technical assistance with custom coding and scripting.
  • 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.
  • 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
  • Collaborate with management to refine onboarding processes
  • Strive to continuously improve skills and demonstrate a willingness to learn and establish best practices.

Requirements

  • 4+ 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
  • Understanding of core JavaScript concepts, including object-oriented programming, and functional programming
  • Help address API needs and define workflows utilizing Maxio APIs in order to enable Maxio customers development efforts.
Benefits
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Applicant Tracking System Keywords

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Hard Skills & Tools
API usagecustom codingscriptingdata manipulationdata cleansingJavaScriptobject-oriented programmingfunctional programmingsubscription analyticsrevenue recognition accounting
Soft Skills
consultative onboardingcustomer accountabilitycollaborationproblem-solvingcommunicationtrainingproject managementadaptabilitycustomer satisfactionleadership