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Maxima is an agentic AI platform for enterprise accounting that automates journal entries, transaction matching, reconciliations, and flux analysis to SOX standards. The company was founded by finance leaders from Rubrik, Twitter, and Netflix, has raised $41M from top-tier VCs, and is already in production at Scale AI, Rippling, Glean, and SpotOn.
As a Business Development Representative, you will be the first point of contact for potential customers. Your primary responsibilities include identifying and engaging finance leaders through cold calls, email, and social channels using AI-powered prospecting tools. You will conduct discovery conversations to understand prospect needs and pain points, qualify leads for handoff to Account Executives, and stay current on accounting automation and CFO technology trends to refine targeting. You will also collaborate with Marketing on outbound campaigns and events, and test new messaging and approaches to identify what converts.
This role offers a clear foundation in enterprise SaaS sales with a direct path toward Account Executive or other go-to-market positions. You will work closely with a seasoned sales team and leadership with deep enterprise and fintech experience. The company values learning and experimentation, and actively encourages the use of AI tools to enhance your work.
The role suits someone who is motivated, curious, and organized. Background in accounting or audit is particularly valuable, as you would already speak the customer's language. Alternatively, 1-2 years of sales development or related sales experience in SaaS or technology is a strong foundation.
Maxima operates with small, high-performing teams in San Mateo and Toronto. The company offers competitive salary, 401(k) for US employees, unlimited PTO, office lunch, and commuter benefits.
REQUIREMENTS:
- 1 to 2 years in business development, sales development, or related sales role (preferably SaaS/technology), OR accounting/audit experience with a plan to transition into sales
- Excellent communication and interpersonal skills; ability to explain complex ideas clearly and confidently
- Highly organized with strong time management and follow-up discipline
- Self-motivated and goal-oriented in a fast-moving, 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 (Salesforce, Amplemarket, Sales Navigator, Nooks)
- CPA or Big Four accounting experience
