Role OverviewWe 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 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.
Qualifications- 3+ 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.
Why Join Us:- Partner with Product, Engineering, and Sales to define how AI agents are deployed at scale.
- Be the bridge between real-world accounting challenges and the technology solving them.
- Be a core part of a mission-driven startup looking to transform accounting processes.
- Work in a fast-paced environment where your decisions directly impact product direction and company growth.
- Competitive salary, equity, and benefits (401k, unlimited PTO)
