Finance AI BDR — Path to Account Executive (Manhattan On-site)

We Source Talent; New York (NY); On-site; USD 55,000 - 90,000; Full time

Job summary

We Source Talent is seeking a driven BDR for an AI accounting platform in Manhattan. You will join a six-person go-to-market team with a defined path to Account Executive, supporting a fast-moving sales motion and ambitious growth plans.

You will own a vertical targeting large finance teams, engage CFOs and VPs, and generate 12-15 qualified meetings per month as you ramp. The role emphasizes clear talk tracks, research on ERP and close processes, and collaboration with the AE.

Qualifications

• Must have permission to work in the United States.
• Experience engaging CFOs and finance leaders by phone and email.
• Ability to own a vertical and drive 12-15 qualified meetings monthly.
• Promotion path to Account Executive embedded in the hiring plan.

Responsibilities

• Own a vertical targeting $100M-$1B companies and become the go-to expert.
• Speak with CFOs, Controllers, and VPs of Finance via phone, email, and LinkedIn.
• Book 12–15 qualified meetings per month at full ramp with briefs for each.
• Research ERP, close process, PE backing and hiring signals before dialing.
• Collaborate with the AE on account plans and multi-threading into the finance org.
• Draft and test talk tracks for the next BDRs to use.

Skills

Phone outreach

Executive presence

Meeting coordination

Education

CPA certification

BDR/SDR experience

Tools

LinkedIn

Job description

We Source Talent is seeking a driven BDR for an AI accounting platform in Manhattan. You will join a six-person go-to-market team with a defined path to Account Executive, supporting a fast-moving sales motion and ambitious growth plans.

You will own a vertical targeting large finance teams, engage CFOs and VPs, and generate 12-15 qualified meetings per month as you ramp. The role emphasizes clear talk tracks, research on ERP and close processes, and collaboration with the AE.