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Forward Deployment Strategist

Maxima.ai· Engineering & Product
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San MateoFull-timePosted 9mo ago

About the role

Deployment-driven role guiding enterprise customers through complex implementations, aligning CFOs, controllers, and accounting ops to deploy Maxima, automate closes, and deliver measurable efficiency gains; cross-functional with Engineering, Product, Sales, and Customer Success.

Responsibilities

  • Own technical and operational delivery for multiple enterprise implementations, so each customer reaches its automation and close-efficiency goals
  • Act as the primary interface between customers, Product, and Engineering, translating accounting workflows into well-defined implementation plans
  • Manage deployment timelines, dependencies, and milestones, removing blockers and coordinating technical resources
  • Create standardized frameworks, tools, and templates for deploying Maxima across customers and industries
  • Support pre-sales scoping and discovery to define requirements, feasibility, and implementation plans for enterprise prospects
  • Bring field insight into roadmap priorities, capacity planning, and future platform capabilities
  • Identify patterns across deployments, capture best practices, and improve delivery velocity and customer outcomes

Qualifications

  • 5 or more years in enterprise customer-facing technical roles such as solutions engineering, forward deployed engineering, or technical implementation
  • A track record of leading complex, high-stakes software deployments at large enterprises
  • Strong understanding of financial systems such as NetSuite, SAP, Oracle, or Workday, or experience working in or with finance operations teams
  • Ability to translate between technical and non-technical audiences, guiding engineers and finance stakeholders toward a common solution
  • Excellent project management, communication, and problem-solving skills
  • Experience designing scalable processes and standardizing workflows
  • Comfortable in a fast-paced, ambiguous environment with a high degree of ownership
  • Curiosity about AI and what it can do for enterprise operations

Skills

Required:Enterprise deployment managementTechnical liaison

Benefits

  • Competitive salary
  • 401(k) for US employees
  • unlimited PTO
  • lunch in the office
  • commuter benefits
Last updated Sep 23, 2026. Interested? Apply on the company site.

About Maxima.ai

AI Accounting Automation for Enterprises

Maxima automates accounting with agentic AI—journals, reconciliations, and flux analysis—delivering a SOX-compliant, real-time close for enterprise finance teams.

accountingAIenterprise
Company profileWebsite

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