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AI Summary

You will identify and engage potential customers through cold calls, email, and social channels to build a predictable sales pipeline. Additionally, you will conduct discovery calls to understand prospect needs and collaborate with Account Executives to ensure a smooth lead handoff.

About Maxima

Nobody went into accounting to spend the first week of every month matching transactions by hand. Maxima was built so they don't have to. Our agents do the accounting work itself: journal entries, transaction matching, reconciliations, and flux analysis, in real time and to SOX standards. Accountants review and approve. Nothing posts without a person signing off. We remove the grind, not the human.

Maxima is the first agentic AI platform for enterprise accounting. Our founders oversaw the finance org at Rubrik and built the month-end close systems at Twitter and Netflix. We've raised $41M from Redpoint Ventures, Kleiner Perkins, and Audacious Ventures, and we're backed by finance leaders at OpenAI, Rubrik, and Vanta. Maxima runs in production at Scale AI, Rippling, Glean, and SpotOn.

We are early, we are growing fast, and we are hiring people who would rather build the category than join it. Here is one way to do that.


The role

You will be the first conversation most of our customers ever have with Maxima. As a Business Development Representative, you will find the finance leaders who should know about us, earn their attention, and build a healthy, predictable pipeline for our Account Executives, working across cold calls, email, and social, with AI tools making the prospecting sharper and faster. You will work closely with Sales, Marketing, and Product, and learn from a seasoned sales team and leadership with deep enterprise and fintech experience.

It suits someone motivated, curious, and organized who wants a real foundation in enterprise SaaS sales and a clear path toward Account Executive or other go-to-market roles. If you come from accounting or audit and want to move into sales, you already speak the customer's language, and we want to hear from you.

What you'll do

  • Identify and engage potential customers through cold calls, email, and social channels, and use AI tools to make prospecting more efficient

  • Run discovery to understand a prospect's needs, pain points, and fit for Maxima

  • Work with Account Executives on a smooth handoff and progression of qualified leads

  • Stay current on accounting automation, AI, and the CFO technology landscape to sharpen targeting

  • Partner with Marketing on outbound campaigns, events, and targeted programs

  • Test new messaging, tools, and approaches, and share what converts

What we're looking 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; you can explain complex ideas clearly and confidently

  • Highly organized, with strong time management and follow-up

  • 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 such as Salesforce, Amplemarket, Sales Navigator, or Nooks

  • CPA or Big Four experience

Where and how you'll work

This role is remote within the United States.

Why join Maxima

  • The work. Agentic accounting is a category being defined right now, and Maxima is one of the companies defining it. The product does the accounting work itself, so what you build, sell, or deploy shows up in a customer's books

  • The people. Founders who ran the finance org at Rubrik and built the close systems at Twitter and Netflix. Engineers from Robinhood, Glean, Google, Netflix, and Meta. Controllers and accountants on the team who have closed books themselves. Small teams in San Mateo and Toronto that work in the same room, say what they think, and hold a high bar

  • The benefits. Competitive salary, 401(k) for US employees, unlimited PTO, lunch in the office, and commuter benefits

  • The process. A person reads every application, and we tell you where you stand at every stage

A note on AI

We build AI and we expect you to use it. Use it to research us and to prepare. In live conversations we want your own thinking in your own words, and if you use AI on a take-home exercise, tell us where it helped.

Equal opportunity

Maxima is an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, genetic information, marital status, or any other legally protected status. If you need an accommodation at any point in the process, tell us and we will arrange it.

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