Maxima · 1 month ago
Forward Deployment Strategist
San Mateo, CA
Full-time
Onsite
Senior Level
5+ years expMaxima is the first agentic AI platform for enterprise accounting, and they are seeking a Forward Deployment Strategist to guide enterprise customers through complex implementations. This role involves collaborating with various teams to ensure successful deployment of their AI platform, automating accounting processes, and driving efficiency gains for customers.
AccountingAgentic AIArtificial Intelligence (AI)Enterprise Resource Planning (ERP)Enterprise SoftwareSoftware
Responsibilities
Lead Deployments: Own the technical and operational delivery for multiple enterprise implementations, ensuring each customer achieves their automation and close efficiency goals
Bridge Teams: Act as the primary interface between customers, Product, and Engineering to translate accounting workflows into well-defined implementation plans
Drive Execution: Manage deployment timelines, dependencies, and milestones, proactively removing blockers and coordinating technical resources to stay on track
Design Repeatable Processes: Create standardized frameworks, tools, and templates that streamline how Maxima is deployed across customers and industries
Partner with Sales: Support pre-sales scoping and discovery to define project requirements, feasibility, and implementation plans for enterprise prospects
Customer Advocacy: Gather insights from the field to inform product roadmap priorities, capacity planning, and future platform capabilities
Continuous Improvement: Identify patterns across deployments, capture best practices, and drive improvements in delivery velocity and customer outcomes
Qualification
Required
5 or more years of experience in enterprise customer-facing technical roles such as Solutions Engineering, Forward Deployed Engineering, or Technical Implementation
Proven track record leading complex, high-stakes software deployments across large enterprise organizations
Strong understanding of financial systems such as NetSuite, SAP, Oracle, or Workday, or prior experience working in or with finance operations teams
Ability to translate between technical and non-technical audiences, guiding both engineers and finance stakeholders toward a common solution
Excellent project management, communication, and problem-solving skills
Experience designing scalable processes and standardizing workflows
Comfortable working in a fast-paced, ambiguous environment with a high degree of ownership
Curiosity about AI and its potential to transform enterprise operations
Benefits
401k
Unlimited PTO
Company
Maxima
Maxima is the first agentic AI platform for enterprise accounting to deliver SOX-compliant, real-time close.
11-50 employees
H1B Sponsorship
Maxima has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (1)
Funding
Current Stage
Early StageTotal Funding
$41M2025-11-18Series A· $30M
2025-04-03Seed· $11M
Recent News
FF News | Fintech Finance
2025-11-19
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