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Solutions Engineer

Maxima San Mateo, California, United States

Software Development · 51-200 employees

Yesterday
solutions-engineer Senior (5-10 yrs) Full-time United States
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About the role

You will act as a trusted technical advisor, leading deep technical discovery and designing enterprise-grade solutions for finance teams. You will also partner with Account Executives to deliver product demonstrations and bridge the gap between customer needs and product development.

What they look for

Solutions engineering Enterprise SaaS Accounting operations Financial systems NetSuite SAP Workday Technical discovery Product demonstrations API Data pipelines Workflow automation Presentation skills Communication skills SOX compliance

Requirements

The role requires 5 to 8 years of experience in solutions engineering or consulting within enterprise SaaS, specifically with financial systems like NetSuite, SAP, or Workday. Candidates must possess strong presentation skills and the ability to translate complex technical concepts for CFOs and controllers.

Benefits

Competitive salary 401(k) Unlimited PTO Lunch in the office Commuter benefits

Full description

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, in real time and to SOX standards. Accountants review and approve. Nothing posts without a person signing off. We remove the grind, not the human.

Maxima is the first agentic AI platform for enterprise accounting. Our founders oversaw the finance org at Rubrik and built the month-end close systems at Twitter and Netflix. We've raised $41M from Redpoint Ventures, Kleiner Perkins, and Audacious Ventures, and we're backed by finance leaders at OpenAI, Rubrik, and Vanta. Maxima runs in production at Scale AI, Rippling, Glean, and SpotOn.

We are early, we are growing fast, and we are hiring people who would rather build the category than join it. Here is one way to do that.

The role

When a controller asks exactly how Maxima would work across their entities, their ERPs, and their workflows, you are the person with the answer. As a Solutions Engineer, you will be the trusted technical advisor to our customers and the Account Executives' closest partner: leading deep technical discovery, designing enterprise-grade solutions, and delivering demos that connect what the agents do to outcomes a finance team cares about.

The role sits where technology, finance, and customer storytelling meet. You will spend your days with controllers, finance systems teams, and IT, and carry what you learn back to Product and Engineering, so that Maxima keeps meeting the needs of the most complex enterprises.

What you'll do

  • Partner with Account Executives on technical discovery and product demonstrations for enterprise prospects
  • Design solutions that map Maxima to complex accounting environments with multiple entities, ERPs, and workflows
  • Lead in-depth discussions with controllers, finance systems, and IT teams to uncover requirements, data challenges, and integration needs
  • Work with Product and Engineering to scope integration approaches across systems such as NetSuite, SAP, Oracle, and Workday
  • Configure demo and sandbox environments that replicate customer use cases
  • Act as the bridge between Sales, Product, and Implementation, from demo to deployment
  • Relay feedback from enterprise customers to influence product strategy and roadmap priorities
  • Stay current on AI, automation, and enterprise finance systems

What we're looking for

  • 5 to 8 years in a solutions engineering or solutions consulting role in enterprise SaaS
  • Deep understanding of accounting operations or financial systems such as NetSuite, SAP, or Workday
  • Experience supporting enterprise customers in multi-entity, multi-currency, or SOX-compliant environments
  • Ability to translate complex technical concepts into clear, value-driven business conversations
  • Strong presentation and communication skills, comfortable with CFOs, controllers, and technical stakeholders
  • Familiarity with APIs, data pipelines, and workflow automation tools
  • Curiosity about AI and automation, and a desire to learn how they apply in finance

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.

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

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.

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