Forward Deployment Strategist
ABOUT US:
Maxima is the first agentic AI platform for enterprise accounting, purpose built to deliver SOX compliant, real time close. Our founders have experience coming from both sides of the problem: from overseeing the finance org at Rubrik, to building month-end close systems at Twitter and Netflix. We have raised the largest seed in history in the accounting space from Kleiner Perkins & Audacious Ventures and are backed by finance leaders at companies such as Rippling, OpenAI, and UI Path.
ROLE OVERVIEW
We are looking for a Forward Deployment Strategist to guide enterprise customers through complex implementations and ensure they achieve measurable outcomes with Maxima. In this role, you will work directly with CFOs, Controllers, and Accounting Operations teams to deploy our AI platform, automate their close processes, and deliver real-world efficiency gains.
This role is inherently cross-functional. You will collaborate daily with Engineering, Product, Sales, and Customer Success, translating business goals into technical solutions that scale. You will help shape our deployment methodology, lead customer implementations, and serve as the bridge between customer needs and product innovation.
Success in this role will be defined by impact — accelerating deployments, driving product adoption, and translating insights from the field into repeatable, scalable playbooks.
KEY 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 fram...