• 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.