Maxima
Business Development Representative
Remote +2 · Remote · Full-time · Posted Sep 10, 2026
- Location
- Remote
New York
San Mateo - Experience
- 1 to 2 years in business development, sales development, or a related sales role; alternatively, accounting or audit experience and a plan to move into sales.
About the job
Find and engage finance leaders, qualify prospects, and build pipeline for Account Executives using outbound channels and AI-assisted prospecting.
What you'll do
- Identify prospects through cold calls, email, and social; conduct discovery and assess fit.
- Coordinate qualified-lead handoffs with Account Executives and partner with Marketing on campaigns and events.
- Test messaging and prospecting approaches, share results, and stay current on accounting automation, AI, and CFO technology.
What they ask for
- 1 to 2 years in business development, sales development, or a related sales role, preferably in SaaS or technology; or accounting or audit experience and a plan to move into sales.
- Excellent communication and interpersonal skills.
- Strong organization, time management, and follow-up.
- Self-motivated, goal-oriented, adaptable, and eager to learn.
Nice to have
- Experience with CRM and sales engagement tools such as Salesforce, Amplemarket, Sales Navigator, or Nooks.
- CPA or Big Four experience.
Tools
Salesforce, Amplemarket, Sales Navigator, Nooks
AI focus
Use AI tools to improve prospecting efficiency; curiosity about AI, automation, and the future of finance.
Model-written summary · the original posting is authoritative