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Implementation Consultant

2 months ago

Atlanta, Georgia, United States Maxio Full time
Job Title: Implementation Consultant

Maxio is seeking a highly skilled Implementation Consultant to join our team. As an Implementation Consultant, you will play a critical role in guiding new customers through the onboarding process, ensuring a seamless transition to our platform.

Key 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
  • 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
Requirements:
  • 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
What We Offer:
  • 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 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 is committed to providing all team members a truly unique experience with opportunities for professional development and involvement in multiple dimensions of running and growing our business.

Our commitment to Diversity, Equity, and Inclusion: we are committed to an environment that promotes equality, diversity, and inclusion. It's important to us that you bring your true self to work every day, no matter your age, ethnicity, religion, citizenship, gender identity, sexual orientation, disability status, neurodiversity, or otherwise