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Maxima
Marketing & Sales 2d ago

Business Development Representative at Maxima

Maxima
New York CityNew York City
SanSan
Full-time
Not Disclosed
Mid-Level

Job Description

Key Skills Required

Master these to land this role

Enterprise SalesCRMSaaSSales RepresentativeCold Calling

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About Maxima: Maxima is the first agentic AI platform for enterprise accounting. Their AI agents handle journal entries, transaction matching, reconciliations, and flux analysis in real time, adhering to SOX standards. Accountants review and approve all transactions. Founded by finance leaders from Rubrik, Twitter, and Netflix, Maxima has raised $41M and is backed by investors like Redpoint Ventures and Kleiner Perkins. They operate in production at companies like Scale AI, Rippling, Glean, and SpotOn.

Maxima is hiring ambitious individuals who want to build the category rather than join it.

The Role

You will be the first point of contact for Maxima’s customers. As a Business Development Representative (BDR), you will:

  • Identify and engage potential customers through cold calls, email, and social channels, leveraging AI tools to streamline prospecting.
  • Conduct discovery calls to understand prospects’ needs, pain points, and fit for Maxima.
  • Collaborate with Account Executives to ensure smooth handoffs and progression of qualified leads.
  • Stay updated on accounting automation, AI, and CFO technology trends to refine targeting strategies.
  • Partner with Marketing to execute outbound campaigns, events, and targeted programs.
  • Test and refine messaging, tools, and approaches, sharing insights on what converts.

Requirements

  • 1 to 2 years of experience in business development, sales development, or a related sales role, preferably in SaaS or technology. Alternatively, experience in accounting or audit with a plan to transition into sales.
  • Strong communication skills to explain complex ideas clearly and confidently.
  • Highly organized with excellent time management and follow-up abilities.
  • Self-motivated and goal-oriented, thriving in a fast-paced, performance-driven environment.
  • Curiosity about AI, automation, and the future of finance.
  • Team-oriented, adaptable, and eager to learn from experienced go-to-market professionals.

Nice to Have

  • Experience with CRM and sales engagement tools like Salesforce, Amplemarket, Sales Navigator, or Nooks.
  • CPA or Big Four experience.

Work Environment

This role is remote within the United States.

Why Join Maxima

  • The Work: Agentic accounting is a groundbreaking category, and Maxima is defining it. Your contributions will directly impact customers' financial operations.
  • The People: Join a team of founders, engineers, and finance professionals from top companies like Rubrik, Twitter, Netflix, and Meta.
  • The Benefits: Competitive salary, 401(k), unlimited PTO, office lunch, and commuter benefits.
  • The Process: Every application is reviewed by a person, and you’ll be informed at every stage.

Note on AI: Maxima builds AI tools, and you’re expected to use them. For take-home exercises, disclose AI assistance. Your conversations should reflect your own insights and words.

Equal Opportunity: Maxima is committed to equal opportunity and does not discriminate based on race, color, ethnicity, religion, sex, gender, age, disability, veteran status, or any other legally protected status. Accommodations are available upon request.

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Maxima (operating at maxima.ai) is an AI-native accounting platform engineered for enterprise financial operations. Founded in 2024 by co-founders Akshaya and Jack, and headquartered in San Mateo, California, Maxima automates repetitive accounting tasks—such as journal entries, reconciliations, and financial close processes—eliminating manual errors and accelerating month-end workflows. Under the hood, its proprietary AI agent, named Max, leverages machine learning to parse transactional data, generate audit-ready entries, and flag anomalies with human-in-the-loop validation. This allows finance teams at scale—from high-growth startups to mid-market enterprises—to reduce close-cycle times by 70% or more while maintaining compliance. Backed by venture capital firms including Redpoint Ventures, Kleiner Perkins, and Audacious Ventures, Maxima has secured $41 million in funding to solidify its position as the leading AI-driven solution for enterprise accounting.

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