Full-Time

Product Marketing Manager

Maxima

Maxima

51-200 employees

AI-driven accounting platform automates month-end close

No salary listed

San Mateo, CA, USA

In Person

Category
Growth & Marketing (1)
Required Skills
NetSuite
Claude
ERP

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Requirements
  • Experience at an early- to growth-stage business-to-business software-as-a-service company.
  • Experience owning positioning and messaging for a multi-product or multi-module platform.
  • Experience leading go-to-market for product or feature launches.
  • Experience conducting customer research and synthesizing it into actionable insight.
  • Exceptional writing and communication skills.
  • Experience partnering closely with Product, Engineering, and go-to-market teams.
  • A high quality bar and strong taste for product storytelling and narrative.
  • Strong positioning instincts, including the ability to articulate why a technically sophisticated, multi-product platform matters to enterprise buyers.
  • A track record of leading product or feature launches end to end.
  • Experience running customer research, including interviews and usage analysis, and turning findings into positioning and strategy.
  • The ability to translate complex accounting workflows, enterprise software, and artificial intelligence systems into simple, differentiated narratives.
  • Strong customer empathy and interviewing skills that uncover meaningful insights and buying motivations.
  • An artificial-intelligence-native workflow, including use of Claude and ChatGPT.
  • The ability to build systems and use artificial intelligence as a force multiplier without sacrificing quality.
  • High agency, strong judgment, and a bias toward shipping.
Responsibilities
  • Own product positioning, messaging, and narrative across all five Maxima modules and the integration ecosystem as the platform evolves.
  • Lead go-to-market for new feature and product launches, from research and narrative through launch materials.
  • Translate complex accounting workflows and artificial intelligence capabilities into simple, differentiated stories and workflow guides for enterprise accounting leaders.
  • Conduct ongoing customer research, including win/loss research, customer interviews, and usage analysis.
  • Partner closely with Product and Engineering to understand new capabilities as they are built and turn them into positioning ahead of launch.
  • Partner with Sales and Customer Success to gather win/loss insight, objections, and real usage patterns that inform product marketing strategy.
  • Build and maintain competitive positioning.
  • Partner with demand generation to ensure positioning and launch narratives appear consistently across campaigns and content.
Desired Qualifications
  • A background in accounting, finance, fintech, enterprise resource planning, or enterprise software.
  • Experience marketing artificial intelligence products, workflow automation, or technical platforms.
  • Familiarity with accounting workflows such as journal entries, reconciliations, close management, or financial reporting.
  • Experience launching artificial intelligence or agentic software products.
  • Experience building competitive battlecards and sales enablement materials.
  • Familiarity with NetSuite or other enterprise resource planning ecosystems.

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

  • On January 22, 2026, Maxima reported $255 billion processed across 250 million records.
  • By June 23, 2026, it claimed $400 billion volume and customers including Rippling.
  • Max reduced Scale AI close cycles by three days and 98 percent automation.

What critics are saying

  • BlackLine, SAP, and Oracle already sell finance automation, squeezing Maxima's ACV by 2027.
  • Maxima's public wins center on Scale AI, Rippling, and Glean, signaling customer concentration.
  • A single accounting error or audit failure would destroy trust and stall enterprise sales.

What makes Maxima unique

  • Maxima layers agents over existing ERPs, avoiding rip-and-replace migrations.
  • Its June 23, 2026 Max agent handles prep work, not ledger posting.
  • Every output ships with audit trails and human approval, matching SOX controls.

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Benefits

Unlimited Paid Time Off

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

4%

2 year growth

4%
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.