M

Maxima

AI-driven accounting platform automates month-end close

Enterprise Demand Generation Lead

Full-Time
No salary listed
Mid
San Mateo, CA, USA
HybridFour to five days in the San Mateo office each week.
Growth & MarketingGrowth Marketing

About the job

Requirements
  • Deep experience in enterprise business-to-business demand generation, with meaningful time spent selling into mid-market and enterprise buyers.
  • Experience building or scaling a repeatable demand engine across acquisition, field, account-based marketing, lifecycle, intent, and Sales activation.
  • Depth in account-based marketing and integrated campaigns, including account identification, fit and intent signals, buying committees, multi-channel activation, and the supporting operations.
  • Experience owning or directly contributing to a meaningful pipeline number, with the ability to quantify opportunities, pipeline, and revenue generated.
  • Ability to diagnose full-funnel constraints across audience, engagement, conversion, nurture, account activation, and Sales follow-up.
  • Fluency in lifecycle stages, nurture, routing, attribution, and funnel instrumentation.
  • Ability to use pipeline, customer acquisition cost, conversion, velocity, and revenue metrics to make investment and optimization decisions.
  • Experience shipping business-to-business campaigns and demonstrating their pipeline impact.
  • Experience with demand creation for a category that had to be explained before it could be sold.
  • Enterprise business-to-business experience specifically; consumer and product-led growth experience do not substitute.
  • Experience building demand generation beyond a first-time or purely introductory level.
Responsibilities
  • Build and run account-based marketing programs that engage target accounts and the full buying group, from account selection through activation.
  • Take integrated campaigns from positioning brief to activation across paid media, account-based marketing, events, lifecycle, and web.
  • Own a marketing-sourced pipeline target and improve the engine behind it by optimizing customer acquisition cost, conversion, velocity, and pipeline efficiency.
  • Experiment across channels, messaging, audiences, and formats; measure performance against ideal customer profile impressions, visitors, and pipeline; and discontinue ineffective approaches while scaling effective ones.
  • Connect acquisition, field, account-based marketing, lifecycle, intent, and Sales activation into a coherent buyer journey, identifying and fixing gaps where demand is lost.
  • Create the lifecycle and nurture system that converts demand from events, paid media, organic channels, content, and the website into engaged accounts and future pipeline.
  • Turn successful demand-generation practices into scalable playbooks and build processes and operating cadence for increasingly predictable quarter-over-quarter performance.
  • Build visibility into pipeline creation, customer acquisition cost, conversion, velocity, account progression, and channel performance; surface insights, develop hypotheses, and use data to guide investment and improvement.
  • Build feedback loops, shared account activation criteria, and clear handoffs so Marketing and Sales operate as one system around likely-to-buy accounts.
  • Work with Product Marketing, Brand, Content, Corporate Marketing, and Customer Marketing to turn messaging, creative, thought leadership, and customer proof into demand.
Desired Qualifications
  • Experience marketing to finance and accounting buyers.
  • Experience with HubSpot, Clay, and an artificial-intelligence-native account-based marketing stack.
  • Experience marketing artificial-intelligence or agentic products.
  • Fluency with the modern go-to-market stack and use of artificial intelligence in daily work.

About the company

Maxima provides an AI-driven accounting platform that automates time-consuming finance tasks such as month-end close, reconciliations, journal entries, and ledger operations, while sitting on top of existing ERP systems. It uses autonomous AI agents that work within a unified control center to independently prepare journal entries, perform reconciliations, run analyses, match transactions, and apply accounting policies, delivering pre-prepared, audit-ready data for review. Unlike replacing ERP systems, Maxima integrates with current data infrastructure and emphasizes end-to-end record-to-report with strong audit trails. Its goal is to speed and scale corporate accounting while preserving accuracy and governance, so finance teams can shift focus from routine bookkeeping to analysis, strategy, and financial insights.

Company Size

51-200

Company Stage

Series A

Total Funding

$41M

Headquarters

San Mateo, California

Founded

2024

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Simplify Jobs

Simplify's Take

What believers are saying

  • June 2026 deployments at Scale AI, Rippling, Miro, Zendesk, and Bilt show traction.
  • Maxima processed $400 billion by June 2026, signaling real usage beyond pilots.
  • The $41 million Redpoint and Kleiner Perkins round funds hiring and product expansion through 2027.

What critics are saying

  • BlackLine, FloQast, and Trintech already own enterprise close budgets before 2027 renewals.
  • One failed journal or reconciliation can trigger SOX findings and stop customer expansion.
  • If manual review remains mandatory, Maxima becomes expensive workflow software, not indispensable automation.

What makes Maxima unique

  • June 2026 Max executes accounting prep, then routes only approved items to GL.
  • Maxima integrates over 100 systems, sitting atop ERP without replacement or migration.
  • Yogi Goel and ex-EY, Netflix, Twitter, and Rubrik builders give rare accounting depth.

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Benefits

  • Unlimited Paid Time Off
  • Company Equity

Growth & Insights and Company News

6 month growth

13%

1 year growth

14%

2 year growth

14%
FINTECH.TV
Dec 2nd, 2025
Maxima raises $41M to automate accounting with AI agents and real-time financial data

Maxima, an AI startup targeting back-office accounting, has raised $41 million from Redpoint Ventures and Kleiner Perkins, valuing the one-year-old San Mateo company at $143 million. The firm aims to automate accounting tasks traditionally dominated by legacy systems like SAP. CEO Yogi Goel, drawing on two decades of auditing and finance experience, explained that accounting's primary challenge is fragmented data across multiple systems, requiring repetitive manual tasks. Maxima deploys auditable AI agents to automate these processes whilst maintaining 100% accuracy through human review. The company plans to use the funding to enhance product development and expand its 31-person team. Maxima's goal is to enable real-time accounting, allowing CFOs to make swift decisions in volatile economic conditions whilst freeing finance teams to focus on strategic initiatives.

Menlo Times
Nov 20th, 2025
Maxima Launches the First Agentic AI Platform for Enterprise Accounting

Maxima launches the first agentic AI platform for enterprise accounting. Maxima, maxizing every company's long-term financial performance by making their financial data accurate, accessible, and actionable through real-time accounting, led by Yogi Goel, Akshaya Srivatsa, and Jack Liao, has announced $41 million in Seed and Series A funding, led by Redpoint, Kleiner Perkins, and Audacious Ventures. The accounting function is under unprecedented strain: record-high restatements, record-low talent inflow, and rising complexity across standards and systems. After years of adding tools, checklists, and people with little relief, the field needs a new system of work, one that blends intelligence with execution, operates alongside the system of record, and performs the work itself with accuracy, real-time visibility, and full auditability. Maxima introduces the first agentic AI platform for accounting, giving every team four always-on AI teammates: two that handle daily tasks with precision and two that continuously monitor books and flag issues early. Work is prepared, validated, and documented automatically, leaving only review and approval. Enterprise accounting breaks quickly at scale, and solving it requires deep domain expertise paired with top-tier engineering. Maxima's founding team brings both decades of experience across EY, Citigroup, and Rubrik's journey to a $15B IPO, combined with engineers who built Netflix's $32B billing systems, Facebook's AI infrastructure, and large-scale platforms at Robinhood, Apple, and YouTube. This is the level of rigor needed to tackle one of enterprise software's most complex challenges. Maxima is already running inside high-growth, high-complexity enterprises like Scale AI, Rippling, SpotOn, and Bilt Rewards, delivering up to 80% faster closes, 95% workflow automation, and fully accurate, auditable outputs. Accounting deserves the same leap forward that other functions have gained, real-time operations with continuously updated data. This is the foundation of real-time close, where financials refresh continuously and decisions move at the speed of the business. The future shifts accountants away from weekend reconciliations and error-chasing toward a world where work is executed continuously and accurately by agents, with humans focused on review and judgment.

Business Wire
Nov 19th, 2025
Maxima Raises $41 Million in Seed and Series A to Transform Accounting Through Agentic Human-AI Collaboration

Maxima, the agentic AI platform for accounting automation, today announced $41 million in Seed and Series A funding from Redpoint Ventures, Kleiner Perkins, ...

PHTCOR
Nov 18th, 2025
AI Accounting Startup Maxima Raises $41 Million as Investors Bet Big on Autonomous Finance Software

AI accounting startup Maxima raises $41 million as investors bet big on autonomous finance software. Maxima, a fast-growing AI accounting startup, has raised $41 million in new funding from investors including Redpoint Ventures and Kleiner Perkins, pushing its valuation to $143 million just one year after launch. The round also attracted support from Audacious Ventures, Joe Montana (NFL legend and Liquid 2 Managing Partner), and other prominent backers - highlighting surging investor demand for AI-driven enterprise software. Founded in San Mateo, California, Maxima aims to reinvent corporate accounting by automating processes such as reconciliation and journal entries more effectively than legacy incumbents SAP and Blackline. A new model for autonomous accounting. Maxima CEO and co-founder Yogi Goel says the shift is fundamental: "Legacy providers assumed humans would do the work and software would log it for auditors. We're starting from scratch: agents do the work, and humans review it." Although industry-wide skepticism exists - especially after an MIT study found that 95% of AI pilot projects never progress beyond testing - Goel says Maxima is proving otherwise: "We've processed millions of transactions for our customers and not a single error." Real-world gains for enterprise users. Joshua Waldron, Head of Accounting at Scale AI, told Reuters that Maxima has reduced flux analysis timelines from days to mere hours. Other major customers include SpotOn (fintech) and Rippling (HR tech), reinforcing Maxima's traction across high-growth enterprise sectors. Fueling product expansion and team growth. Maxima plans to deploy the new capital to accelerate product development and expand its 31-person team. The company was co-founded by former Twitter engineer Akshaya Srivatsa and former Netflix engineer Jack Liao, bringing deep AI and infrastructure experience to the platform. With enterprise AI adoption shifting from experimentation to real operational automation, Maxima's momentum signals a broader transformation underway in corporate finance - one where autonomous agents, rather than humans, may soon handle the bulk of accounting workflows.

Yahoo Finance
Nov 18th, 2025
Maxima raises $41M for AI accounting

Maxima, an AI startup, has raised $41 million from investors including Redpoint Ventures and Kleiner Perkins to automate accounting tasks for businesses. The San Mateo-based company, valued at $143 million after Seed and Series A funding, aims to outperform legacy providers like SAP by using AI to handle tasks such as reconciliation and journal entry. The funding round also saw participation from Audacious Ventures and NFL legend Joe Montana.