Fintech & PaymentsDirect Ashby career site

Forward Deployment Strategist

Location: San Mateo, CA · On-site
Job type: Full-time
Level: Senior
Listed: 30 days ago

Skills & highlights for this role

enterprise customer deployment
implementation project management
NetSuite
SAP
Oracle
Workday

Also useful

AI agents
financial systems

Stated benefits & perks

401k
Unlimited pto
Commuter benefits

The Role

Deployment is where Maxima proves itself. As a Forward Deployment Strategist, you will guide enterprise customers through complex implementations and make sure they get measurable results, working directly with CFOs, controllers, and accounting operations teams to deploy the platform, automate their close, and deliver efficiency gains they can point to.

The role is cross-functional by nature. You will work daily with Engineering, Product, Sales, and Customer Success, shape the deployment methodology itself, lead implementations, and be the bridge between what customers need and what the product does. Success looks like faster deployments, stronger adoption, and field insight turned into repeatable playbooks.

What You'll Do

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

What We're Looking for

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

Where and How You'll Work

This role is based in our San Mateo office. We value in-person collaboration and are in office four to five days a week for our on-site roles.

About Maxima

Nobody went into accounting to spend the first week of every month matching transactions by hand. Maxima was built so they don't have to. Our agents do the accounting work itself: journal entries, transaction matching, reconciliations, and flux analysis, continuously and with a full audit trail. Accountants review and approve. Nothing posts without a person signing off. We remove the grind, not the human.

Maxima is the agentic AI platform for enterprise accounting. Our three co-founders scaled finance at Rubrik from $5M ARR to a $15B NYSE IPO, built the reconciliation and billing systems behind Netflix's $32B in annual revenue, and built AI infrastructure serving two billion monthly users at Meta.

We've raised $41M from Redpoint Ventures, Kleiner Perkins and Audacious Ventures, joined by former BlackLine executives and the CFOs of Rubrik and Vanta. To date we've processed more than $400B across 350M transactions at 100.00% accuracy, for customers including Scale AI, Rippling, Glean, Zendesk, Handshake, Zip, and Decagon.

We're early and moving fast. The playbook here gets written, not inherited, and the person closest to the work makes the call. We're looking for people who build from first principles and hold themselves accountable for what actually lands - people who'd rather build the category than join it. Everything you need to know is below.

Why Join Maxima

The work. Agentic accounting is a category being defined right now, and Maxima is one of the companies defining it. The product does the accounting work itself, so what you build, sell, or deploy shows up in a customer's books
The people. Founders who ran the finance org at Rubrik and built the close systems at Twitter and Netflix. Engineers from Robinhood, Glean, Google, Netflix, and Meta. Controllers and accountants on the team who have closed books themselves. Small teams in San Mateo and Toronto that work in the same room, say what they think, and hold a high bar
The benefits. Competitive salary, 401(k) for US employees, unlimited PTO, lunch in the office, and commuter benefits
The process. A person reads every application, and we tell you where you stand at every stage

A note on AI

We build AI and we expect you to use it. Use it to research us and to prepare. In live conversations we want your own thinking in your own words, and if you use AI on a take-home exercise, tell us where it helped.

Equal opportunity and legal notices

Maxima is an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status, or any other legally protected status. If you need an accommodation at any point in the process, tell us and we will arrange it.

Read the original posting

From Maxima's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.

How Rolev.ai helps with this application

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Common questions

Where is the Forward Deployment Strategist job at Maxima located?

This Forward Deployment Strategist position at Maxima is located in San Mateo, CA (On-site). Always check Maxima's application page for specific state eligibility or relocation policies.

What qualifications are required for Forward Deployment Strategist at Maxima?

For the Forward Deployment Strategist role, Maxima highlights experience with enterprise customer deployment, implementation project management, NetSuite, SAP, Oracle, Workday. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.

How do I apply for the Forward Deployment Strategist position at Maxima?

This listing links directly to Maxima's Ashby application page. You can apply directly on Maxima's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Ashby application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.

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