Senior Maxio Consultant

What you will do

As a Senior Maxio Implementation Consultant with Echo Park Consulting, you will lead end-to-end Maxio implementations for B2B SaaS clients, with emphasis on subscription billing, revenue recognition, and SaaS metrics. You will be a trusted advisor to finance and Rev Ops leaders, guiding them through best-practice financial operations on the Maxio platform and adjacent systems.

• Serve as the primary functional lead for Maxio implementations, consistently acting as the client's advocate and trusted advisor throughout the project lifecycle.
• Build strong executive and project-level relationships with CFO, Controller, and Rev Ops stakeholders at growing B2B SaaS companies.

• Lead discovery sessions and requirements workshops focused on subscription billing models, usage-based pricing, discounting, and renewals.
• Analyze and document clients' order-to-cash and revenue recognition processes, mapping them into Maxio and the broader financial systems landscape.

• Configure Maxio subscription catalogs, pricing, product bundles, and billing rules to support complex SaaS monetization strategies.
• Design and document Maxio revenue recognition rules, schedules, and reporting structures to support ASC 606/IFRS 15 compliance and audit readiness.

• Collaborate with technical teams to design and oversee integrations between Maxio and CRM, ERP/GL, and data warehouse tools, ensuring a coherent financial data model.
• Lead data migration strategy and execution for customer, subscription, invoice, and revenue history into Maxio, including validation and reconciliation.

• Own functional project plans and scope for Maxio work streams, managing timelines, risks, and change control with minimal oversight.
• Lead configuration walkthroughs, UAT cycles, and end-user training for finance, accounting, and Rev Ops teams, including Maxio dashboards and SaaS metrics reporting.

• Provide post go-live support to stabilize billing and revenue operations, troubleshoot issues, and refine configuration based on real-world usage.
• Identify and drive continuous improvement opportunities such as new billing strategies, enhanced reporting, or process automation in Maxio.

• Bachelor's or advanced degree in Business, Accounting, Finance, Information Systems, or a related field.
• 3–5+ years in SaaS financial operations, consulting, or systems implementation, including significant exposure to subscription billing and revenue recognition.
• Hands‑on experience implementing or administering Maxio, SaaSOptics, Chargify, or comparable SaaS billing/Rev Rec platforms (e.g., Zuora, Stripe Billing, Chargebee, Zone Billing).
• Strong understanding of B2B SaaS business models, including ARR/MRR, churn, expansions, multi‑element arrangements, and ASC 606 revenue recognition concepts.
• Demonstrated success leading multiple work streams or smaller implementations end‑to‑end, with ownership of requirements, configuration, testing, and training.
• Proven ability to collaborate with technical teams on integrations and data migration, including comfort working with large datasets in spreadsheets or BI tools.
• Excellent communication and client management skills, with the ability to engage credibly with both executives and hands‑on practitioners.
• Ability to work with Artificial Intelligence (AI) tools and technologies.

• Willingness to travel up to 20% to be on‑site with clients as needed (note: this role is fully remote).

Salary Range: $ to $

In accordance with the Colorado Equal Pay for Equal Work Act, the approximate annual base compensation range is listed above. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including the applicant's experience, knowledge, skills, and abilities, as well as internal equity among our team.