← Maxima
Maxima role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI agents that do enterprise accounting work like matching transactions and reconciliations, with accountants approving everything.
Who you'd be calling
Controllers, VPs of accounting and heads of finance operations at large enterprises.
Your opener
“Hi [Name], this is [You] from Maxima. I know I'm calling out of the blue. Do you have a quick minute? I'm speaking with accounting leaders about reducing manual matching and reconciliation work, and wanted to ask how your team handles it.”
Problems you solve for them
- Accountants spend days on manual matching and reconciliations
- Month-end work piles up and slows the close
- Auditors need a clear trail of who did what
- Leaders are wary of AI posting entries unchecked
Discovery questions to ask
- How much time does your team spend on reconciliations and matching each month?
- What tools do you use today, and where do they fall short?
- How comfortable is your team with AI doing work they then review?
Objections they'll throw at you
“I'm busy right now.”
→ Totally understand. When's a better time for a quick 10 minutes this week?
“We're not interested.”
→ Fair. Is reconciliation already running smoothly, or is it just not a focus now?
“We already use reconciliation software.”
→ Good, so you've thought about this. What's still done by hand on your team?
“Just send me an email.”
→ Happy to. Which accounting tasks eat the most time so I send the right info? And can we book 15 minutes after?
Competitors worth knowing
BlackLine, Trintech
Interview tips for this company
- Lead with the safety message: accountants review and approve, nothing posts without sign-off, and there's a full audit trail.
- Learn basic terms: reconciliation, journal entry and flux analysis. Enterprise buyers notice if you misuse them.
Written from public information about Maxima to help you practice. Ask an insider what their role play looked like; it's the best prep there is.