Enterprise SaaS BDR — AI Finance Growth & Equity

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

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