Business Development Representative

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/Series A 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. Use AI tools to make this prospecting process more efficient.

• 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) OR no sales experience but have accounting/audit experience and am looking for a transition to a career in Sales.

• 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, Amplemarket, Sales Nav, Nooks) 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 with Maxima’s agentic AI!