Business Development Representative

Maxima AI; San Francisco (CA); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401k

Unlimited PTO

Equity

Job summary

Maxima AI is seeking a Business Development Representative (BDR) to fuel growth by sourcing and qualifying new opportunities, driving outreach across multiple channels, and building a predictable pipeline for our Account Executives. This role suits a motivated, curious, and organized individual who thrives in a high-growth, enterprise SaaS environment and aims to develop a foundation in GTM sales.

Collaborate with Sales, Marketing, and Product teams to target finance leaders for our AI

Qualifications

• 1–2 years of experience in Business Development, Sales Development, or related sales role (preferably SaaS/tech).
• Excellent communication and interpersonal skills; articulate ideas clearly and confidently.
• Highly organized with strong time management and follow-up skills.
• Self-motivated and goal-oriented; thrives in a fast-moving, performance-driven environment.
• Genuine curiosity about AI, automation, and the future of finance.

Responsibilities

• Prospecting & Outreach: Identify and engage potential customers through cold calls, emails, and social channels to generate qualified pipeline.
• Qualification: Conduct discovery to understand prospect needs, pain points, and fit for Maxima’s solutions.
• Pipeline Management: Collaborate with Account Executives to ensure smooth handoff and progression of qualified leads through the funnel.
• Market Research: Stay informed on accounting automation, AI trends, and the evolving CFO technology landscape to sharpen prospect targeting.
• Campaign Execution: Partner with Marketing on outbound campaigns, events, and targeted programs to generate interest and awareness.
• Continuous Improvement: Contribute to team learning by testing new messaging, tools, and approaches for higher conversion rates.

Skills

Excellent communication

Organizational skills

Time management

Self-motivated

Curiosity about AI

Tools

Salesforce

HubSpot

Outreach

Job description

About Us:

Maxima is the first agentic AI platform for enterprise accounting, purpose built to deliver SOX compliant, real time close. Our founders have experience coming from both sides of the problem: from overseeing the finance org at Rubrik, to building month-end close systems at Twitter and Netflix. We have raised the largest seed in history in the accounting space from Kleiner Perkins & Audacious Ventures and are backed by finance leaders at companies such as Rippling, OpenAI, and UI Path.

Role Overview

As a Business Development Representative (BDR) at Maxima, you’ll play a critical role in fueling our growth engine. You’ll be responsible for sourcing and qualifying new opportunities, driving outreach across multiple channels, and helping build a healthy, predictable pipeline for our Account Executives.

This role is ideal for a motivated, curious, and organized individual who thrives in a high-growth environment and wants to develop a strong foundation in enterprise SaaS sales. You’ll partner closely with the Sales, Marketing, and Product teams to identify high-value prospects and connect finance leaders with our transformative AI accounting platform.

Key Responsibilities

• Prospecting & Outreach: Identify and engage potential customers through cold calls, emails, and social channels to generate qualified pipeline.

• Qualification: Conduct discovery to understand prospect needs, pain points, and fit for Maxima’s solutions.

• Pipeline Management: Collaborate with Account Executives to ensure smooth handoff and progression of qualified leads through the funnel.

• Market Research: Stay informed on accounting automation, AI trends, and the evolving CFO technology landscape to sharpen prospect targeting.

• Campaign Execution: Partner with Marketing on outbound campaigns, events, and targeted programs to generate interest and awareness.

• Continuous Improvement: Contribute to team learning by testing new messaging, tools, and approaches for higher conversion rates.

Qualifications

• 1–2 years of experience in Business Development, Sales Development, or a related sales role (preferably in SaaS or technology).

• Excellent communication and interpersonal skills — you can articulate complex ideas clearly and confidently.

• Highly organized with strong time management and follow-up skills.

• Self-motivated and goal-oriented; thrives in a fast-moving, performance-driven environment.

• Genuine curiosity about AI, automation, and the future of finance.

• Experience using CRM and sales engagement tools (e.g., Salesforce, HubSpot, Outreach) preferred.

• Team-oriented, adaptable, and eager to learn from experienced GTM professionals.

Why Join Us:

• Be a core part of a mission-driven startup looking to transform accounting processes.

• Work in a fast-paced environment where your decisions directly impact GTM direction and company growth.

• Develop a strong foundation in enterprise sales with a clear path toward Account Executive or other GTM roles.

• Collaborate with a seasoned sales team and leadership with deep enterprise and fintech experience.

• Competitive salary, equity, and benefits (401k, unlimited PTO)

Join us in revolutionizing accounting month-end close and making accounting operations more efficient for businesses everywhere!