Forward Deployment Strategist

The role

You will guide enterprise customers through complex implementations to automate their close and deliver efficiency gains. You will work cross-functionally with Engineering, Product, Sales, and Customer Success to shape deployment methodology and lead implementations.

What you will do

• Own technical and operational delivery for multiple enterprise implementations
• Act as the primary interface between customers, Product, and Engineering
• Manage deployment timelines, dependencies, and milestones
• Create standardized frameworks, tools, and templates for deploying Maxima
• Support pre-sales scoping and discovery to define requirements and implementation plans
• Bring field insight into roadmap priorities, capacity planning, and future platform capabilities
• Identify patterns across deployments and improve delivery velocity

Required 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
• 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

Benefits

• Competitive salary
• 401(k) for US employees
• unlimited PTO
• lunch in the office
• commuter benefits

About the company

Maxima is the agentic AI platform for enterprise accounting. The company has processed more than $400B across 350M transactions for customers including Scale AI, Rippling, Glean, Zendesk, Handshake, Zip, and Decagon.