Business Development Representative at Maxima | San Mateo

About Maxima:Maxima is at the forefront of innovation with our pioneering agentic AI platform designed specifically for enterprise accounting. Our mission is to provide a SOX compliant, real-time close experience that revolutionizes financial operations. Our visionary founders have a wealth of experience, having previously overseen finance organizations at r…

About Us:At Maxima, we are pioneers in the realm of agentic AI platforms tailored for enterprise accounting. Our mission is to ensure a SOX-compliant, real-time closing process that revolutionizes the financial landscape. Our leadership team brings invaluable expertise from prestigious firms like Rubrik, Twitter, and Netflix, having successfully navigated both finance and technology. With significant funding from renowned investors such as Kleiner Perkins and Audacious Ventures, we are supported by industry visionaries from companies including Rippling, OpenAI, and UI Path.Role OverviewAs a Business Development Representative (BDR) at Maxima, you will be instrumental in driving our growth strategy. Your primary focus will be on sourcing and qualifying new business opportunities, facilitating outreach through various channels, and building a robust pipeline for our Account Executives. This position is perfect for a driven, inquisitive, and organized individual eager to lay a solid foundation in enterprise SaaS sales. You will collaborate closely with Sales, Marketing, and Product teams to identify high-value prospects and connect finance leaders with our innovative AI accounting solutions.

About Us:At Maxima, we are pioneering an advanced AI platform to revolutionize enterprise accounting. Our innovative system is designed to manage large-scale financial data, intricate accounting workflows, and deliver precise, dependable execution.We face some of the most challenging issues in enterprise automation, supported by a world-class engineering team comprising talent from industry leaders such as Robinhood, Glean, Google, Netflix, and Meta. Maxima is backed by prestigious investors like Kleiner Perkins and Redpoint Ventures and is trusted by prominent clients including Scale AI and Rippling.Role Overview:As a Software Engineer at Maxima, you will play a pivotal role in developing and enhancing core components of our product, focusing on either backend or frontend development. Backend engineers will concentrate on systems that process high-volume financial data and streamline accounting workflows, while frontend engineers will create intuitive user experiences for complex enterprise applications, collaborating closely with product management and design teams.Regardless of your focus area, you will work collaboratively with fellow engineers, product managers, and customers to deliver high-quality features from concept to execution. We value engineers who take ownership of their work, are committed to accuracy and reliability, and thrive on solving challenging, real-world problems.

Company OverviewAt Maxima, we're pioneering an innovative AI platform designed to revolutionize enterprise accounting processes. Our advanced system is equipped to manage extensive financial data, intricate accounting workflows, and ensure robust executions that prioritize accuracy and reliability.We are addressing some of the most challenging issues in enterprise automation, backed by a top-tier engineering team with expertise from industry leaders such as Robinhood, Glean, Google, Netflix, and Meta. Supported by esteemed investors including Kleiner Perkins and Redpoint Ventures, Maxima is trusted by industry-defining clients like Scale AI and Rippling.Role SummaryIn the capacity of a Staff Software Engineer, you will spearhead initiatives with significant business and technical implications. This multifaceted role allows you to tackle our most critical and complex challenges, which include:Enhancing our platform to accommodate expansive and evolving enterprise workloads.Designing a reliable and scalable financial data processing architecture.Developing the infrastructure that drives our agentic systems.Navigating intricate accounting workflows through elegant and robust abstractions.You will take ownership of significant product and engineering domains while collaborating closely with our customers. We value engineers who exhibit curiosity and initiative, alongside technical proficiency.

About Us:Maxima is pioneering the future of enterprise accounting with its innovative agentic AI platform, designed specifically to ensure SOX compliance and facilitate real-time financial closing. Our founders bring a wealth of experience from leading finance organizations at top companies like Rubrik, Twitter, and Netflix. Backed by prominent investors such as Kleiner Perkins and Audacious Ventures, we are also supported by finance leaders from renowned companies including Rippling, OpenAI, and UI Path, making us the largest seed-funded venture in the accounting technology space.Role OverviewAs a Forward Deployment Strategist, you will play a crucial role in guiding enterprise clients through intricate implementations of our AI platform. You will collaborate with CFOs, Controllers, and Accounting Operations teams to automate their closing processes and deliver significant efficiency improvements. This position is inherently cross-functional, requiring daily collaboration with Engineering, Product, Sales, and Customer Success teams to translate business objectives into scalable technical solutions. You will help refine our deployment methodologies, lead customer implementations, and act as a vital link between customer needs and product innovation.Your success will be measured by your impact—accelerating deployments, enhancing product adoption, and transforming insights from the field into repeatable, scalable playbooks.Key ResponsibilitiesLead Deployments: Oversee the technical and operational delivery for multiple enterprise implementations, ensuring that customers meet their automation and closing efficiency objectives.Bridge Teams: Serve as the main point of contact between customers, Product, and Engineering, translating accounting workflows into clear implementation strategies.Drive Execution: Manage project timelines, dependencies, and milestones while proactively resolving obstacles and coordinating technical resources to ensure timely delivery.Design Repeatable Processes: Develop standardized frameworks, tools, and templates to streamline Maxima’s deployment across various customers and sectors.Partner with Sales: Assist in pre-sales scoping and discovery meetings to establish project requirements, feasibility, and implementation strategies for enterprise clients.Customer Advocacy: Collect and analyze insights from clients to inform the product roadmap, capacity planning, and future platform functionalities.Continuous Improvement: Identify trends across deployments to refine our approaches and enhance overall customer experiences.

About Us:Maxima is pioneering the field of enterprise accounting with our innovative agentic AI platform, designed specifically to ensure SOX compliance and facilitate real-time financial closings. Our founders bring a wealth of experience, having managed finance teams at esteemed companies like Rubrik and developed month-end closing systems at Twitter and Netflix. We are proud to have secured the largest seed funding in the accounting sector, backed by industry leaders from Kleiner Perkins, Audacious Ventures, Rippling, OpenAI, and UI Path.Role OverviewAs a Business Development Representative (BDR) at Maxima, you will be instrumental in driving our growth. Your primary responsibilities will include sourcing and qualifying new business opportunities, executing outreach efforts across various channels, and establishing a robust pipeline to support our Account Executives.This role is perfect for an enthusiastic and detail-oriented individual who flourishes in a rapidly evolving environment and is eager to build a strong foundation in enterprise SaaS sales. You will collaborate closely with our Sales, Marketing, and Product teams to identify high-potential prospects and connect finance leaders with our transformative AI accounting solutions.Key ResponsibilitiesProspecting & Outreach: Engage potential customers through cold calls, emails, and social media to build a qualified pipeline.Qualification: Conduct discovery calls to understand prospects' needs, challenges, and the suitability of Maxima’s solutions.Pipeline Management: Work closely with Account Executives to ensure smooth transitions and progress of qualified leads through the sales funnel.Market Research: Stay updated on accounting automation and AI trends to enhance prospect targeting.Campaign Execution: Collaborate with the Marketing team on outbound campaigns, events, and targeted initiatives to generate interest and brand awareness.Continuous Improvement: Contribute to team development by experimenting with new messaging, tools, and strategies for improved conversion rates.

About Us:Maxima is pioneering the realm of agentic AI platforms tailored for enterprise accounting, designed to facilitate SOX compliant, real-time financial closings. Our founders bring a wealth of experience from leading finance teams at industry giants like Rubrik, Twitter, and Netflix. We proudly secured the largest seed funding in accounting history, backed by Kleiner Perkins & Audacious Ventures, and have the support of finance leaders from innovative companies such as Rippling, OpenAI, and UI Path.Role OverviewAs an Account Executive at Maxima, you will be instrumental in driving new business and broadening our influence within enterprise finance sectors. Your responsibilities will encompass the entire sales cycle, from prospecting and discovery to negotiation and closing. Collaborating with CFOs, Controllers, and Accounting leaders, you will demonstrate how Maxima can revolutionize their month-end closing processes into a seamless, autonomous experience.This is an exciting opportunity to join a fast-growing AI company at a transformative stage. You will work closely with our leadership, Product, and Marketing teams to enhance our sales strategies, guide product and go-to-market initiatives through customer insights, and help shape Maxima's market approach.Key ResponsibilitiesFull-Cycle Sales Ownership: Lead the complete sales process from lead qualification to closing, managing multiple high-value opportunities within mid-market and enterprise segments.Prospecting and Pipeline Generation: Collaborate with BDRs to identify, target, and engage potential customers through various outbound and inbound channels.Discovery and Solutioning: Comprehend customer pain points, identify business needs, and deliver tailored demonstrations and ROI narratives that emphasize Maxima's unique value propositions.Stakeholder Management: Cultivate robust relationships with finance executives, IT, and operations leaders to navigate intricate buying processes.Forecasting and Reporting: Ensure accurate pipeline management, activity tracking, and forecasting using CRM tools.Cross-Functional Collaboration: Team up with Product, Marketing, and Customer Success to guarantee smooth onboarding and sustained customer satisfaction.Market Feedback: Serve as the voice of the customer internally, assisting in refining messaging, product priorities, and enablement materials.

About Us:Maxima is pioneering the future of enterprise accounting with our innovative agentic AI platform, meticulously designed to ensure SOX compliance and facilitate real-time financial closings. Our team, composed of industry veterans from Rubrik, Twitter, and Netflix, is supported by leading investors including Kleiner Perkins and Audacious Ventures, as well as financial experts from renowned companies like Rippling, OpenAI, and UI Path.Role OverviewIn the role of Software Engineering Intern at Maxima, you will engage closely with our dynamic engineering and product teams to help shape the world's first AI-driven accounting platform. Your contributions will be vital in designing and implementing systems that streamline intricate financial workflows, enhance our agentic automation framework, and accelerate the accuracy of enterprise accounting.This actively engaging position involves writing production-quality code, participating in architectural discussions, and exploring large language model (LLM) integrations, workflow orchestration, and data-heavy systems. You will gain invaluable insights into how cutting-edge AI and automation technologies are deployed to tackle real-world business challenges at scale.

About the RoleAs a Business Development Representative at Stellic, you will be pivotal in building a robust pipeline and guiding institutions towards enhanced student support solutions. This position carries quotas, with success measured by your ability to consistently generate high-quality meetings and develop a productive pipeline.Your role will involve a blend of insightful research, targeted outreach, and the use of cutting-edge systems, including AI and automation, to operate effectively within the complex landscape of enterprise sales. This opportunity is perfect for individuals who thrive on achieving clear objectives, mastering intricate markets, and collaborating within a dedicated team.Key ResponsibilitiesAchieve a monthly pipeline target of $600K while contributing to team objectives.Secure qualified meetings through strategic and personalized outreach efforts.Conduct research on institutions and stakeholders to understand their goals, challenges, and decision-making processes.Leverage AI tools, automation, and sales systems to streamline research, personalization, and follow-up, while applying sound judgment.Collaborate closely with Account Executives to strategize on territory management, account priorities, and messaging.Engage in a metrics-driven environment, regularly reviewing performance related to activity, conversion, and pipeline.Continuously evaluate and refine outreach strategies based on performance outcomes.Represent Stellic at select regional or national conferences to foster relationships and build the pipeline.Ideal Candidate ProfileYou thrive when held accountable to clear goals and take ownership of your outcomes.You enjoy navigating complex systems and translating that knowledge into meaningful conversations.You possess strong writing skills, critical thinking abilities, and communicate with both credibility and warmth.You are curious, open to coaching, yet decisive and action-oriented.You excel within structured environments and appreciate feedback loops and team dynamics.You bring enthusiasm, accountability, and a collaborative spirit to your work.You are driven by impact and are equally committed to effective execution.

Company OverviewAt Maxima, we are pioneering an innovative AI platform designed to revolutionize enterprise accounting processes. Our advanced system efficiently manages large volumes of financial data and complex accounting workflows, ensuring precision and reliability.We are committed to solving some of the most challenging issues in enterprise automation and have assembled a top-tier engineering team, featuring industry veterans from Robinhood, Glean, Google, Netflix, and Meta. Maxima is proudly backed by esteemed investors such as Kleiner Perkins and Redpoint Ventures, and we are trusted by leading customers including Scale AI and Rippling.Role SummaryAs a Frontend Engineer at Maxima, you will create user-friendly interfaces crucial for our advanced accounting solutions. This position requires close collaboration with product managers, designers, and backend engineers. You will also engage with customers directly to facilitate the launch of new features. We prioritize engineers who are passionate about user experience, as your contributions will significantly influence our product's direction.

Join maxima as a Content Marketing Manager and play a pivotal role in shaping our brand's voice and online presence. You will develop and execute content strategies that resonate with our target audience, drive engagement, and support our marketing objectives.Your creativity, analytical skills, and passion for storytelling will help elevate our content marketing efforts. If you're ready to make a significant impact, we want to hear from you!

We are seeking an ambitious and driven Growth Lead to join our dynamic team at maxima. In this pivotal role, you will spearhead our growth initiatives and drive strategic marketing efforts aimed at expanding our market presence. Your expertise in identifying growth opportunities and implementing innovative strategies will be crucial for our success.

As the Growth Marketing Lead at Maxima, you will be at the forefront of our marketing initiatives, driving innovative strategies to fuel our growth and enhance brand visibility. You will lead a dynamic team in developing and executing comprehensive marketing campaigns, leveraging data-driven insights and market trends to optimize performance. Your expertise will guide the development of creative content and digital marketing strategies aimed at engaging our target audience and increasing conversion rates.

About Maxima:At Maxima, we are pioneering the first agentic AI platform designed specifically for enterprise accounting. Our mission is to facilitate SOX-compliant, real-time financial closures. Our founding team brings valuable experience from renowned companies like Rubrik, Twitter, and Netflix. Backed by significant investment from Kleiner Perkins and Audacious Ventures, we have garnered support from finance leaders at organizations such as Rippling, OpenAI, and UI Path.Role Overview:As a Solutions Engineer at Maxima, you'll serve as a vital technical advisor to our clients and a strategic partner for our Account Executives. You will empower enterprises to harness the full potential of Maxima’s AI platform, streamlining and revolutionizing their financial close processes across various systems including ERP and HRIS.This role is perfect for individuals who excel at the intersection of technology, finance, and narrative building. You will engage in comprehensive technical discovery, design advanced solutions, and deliver impactful demonstrations that showcase Maxima’s AI capabilities and their real-world business implications. Collaborating closely with our Product and Engineering teams, you will help shape our product roadmap based on valuable customer insights, ensuring our solutions meet the intricate needs of large enterprises.

Join Our Team at MaximaAt Maxima, we are pioneering an innovative AI platform designed to automate enterprise accounting processes. Our solution effectively manages vast amounts of financial data, intricate accounting workflows, and guarantees robust execution that is both precise and dependable.We are addressing some of the most challenging issues in enterprise automation, and we have attracted a stellar engineering team comprised of industry experts from renowned companies like Robinhood, Glean, Google, Netflix, and Meta. Backed by prestigious investors such as Kleiner Perkins and Redpoint Ventures, we are proud to serve leading clients like Scale AI and Rippling.Your RoleAs a Software Engineer specializing in Data Infrastructure, you will be instrumental in developing and scaling systems that efficiently ingest and process large financial datasets. This foundational platform supports all accounting workflows and the agentic system. Your responsibilities will include designing our data lakes, constructing multi-tenant relational databases, and exploring optimal search engine and vector database configurations to enhance various workflows.

Join Maxima as a Founding Product ManagerAt Maxima, we are revolutionizing enterprise accounting with innovative integrations, user-friendly design, and cutting-edge AI automation. Our platform consolidates essential processes into one streamlined solution, empowering accounting teams to concentrate on strategic initiatives and achieve greater outcomes with fewer resources.Led by a team of top engineers and finance experts from prestigious companies such as Robinhood, EY, Facebook, and Amazon, we are leveraging our extensive experience to reshape financial management for businesses.Backed by prominent Silicon Valley investors, we have secured the largest seed funding in our sector, enabling us to launch a fully operational product and onboard major clients.As the Founding Product Manager, you will steer Maxima's product strategy, roadmap, and execution for specific modules. Collaborating with our founders, engineering, and go-to-market teams, you will help define the future of enterprise accounting automation. This role is ideal for a proactive visionary who thrives in a fast-paced startup atmosphere and is eager to build impactful products from the ground up.

About DynetiAt Dyneti, we envision a world where digital payments are not only seamless but also secure. Our flagship product, DyScan, empowers digital merchants to combat fraud effectively while enhancing their conversion rates through advanced credit card scanning technology.Founded by a leading fraud prevention expert from Uber, Dyneti has garnered investment from an impressive array of backers, including Y Combinator. With hundreds of millions of credit card scans processed globally, we proudly serve Fortune 100 companies and some of the fastest-growing tech unicorns.Position OverviewWe are in search of a driven Business Development Representative who will play a pivotal role in expanding our sales pipeline and propelling the growth of our company. You will collaborate closely with the CEO and our sales team to identify, engage, and qualify potential clients through various channels. This position is an excellent opportunity for individuals eager to kickstart their B2B sales careers in a dynamic fintech startup environment.Key ResponsibilitiesConduct research to identify and engage qualified prospects within targeted market segments.Implement multi-channel outbound prospecting campaigns (including email, LinkedIn, and phone).Qualify inbound leads and coordinate discovery calls for the sales team.Maintain accurate records of all prospect interactions in our CRM system.Collaborate with marketing to refine lead generation strategies.Achieve or surpass monthly quotas for qualified opportunities generated.Represent Dyneti at industry events and conferences, driving attendance and engagement.Ideal Candidate QualificationsBachelor's degree in a relevant field.A passion for learning and the ability to thrive in a fast-paced startup environment.What We OfferHands-on experience tackling real-world go-to-market challenges.A chance to advance your career within a supportive and innovative team culture.Recent Media CoverageTechCrunch FeatureBuilt In San Francisco

Who We AreVerkada is revolutionizing the way organizations safeguard their personnel and premises through a cutting-edge, AI-driven platform. As a frontrunner in cloud-based physical security, Verkada empowers organizations to enhance safety and operational efficiency with a unified software solution that encompasses video security, access control, air quality monitoring, alarms, intercom systems, and visitor management solutions.With over 30,000 organizations globally, including more than 100 Fortune 500 companies, Verkada is the trusted partner for physical security, offering seamless management, intelligent control, and scalable solutions. Established in 2016, Verkada has rapidly expanded its footprint with 15 offices and a dedicated workforce of over 2,200 employees.About the RoleAt Verkada, our approach to business development is unique. We heavily rely on data analytics to create and execute consistent and effective lead generation strategies through automated processes—much of which involves cold outreach that you, as a Sales Development Representative (SDR), will undertake. This enables our sales teams to concentrate on meaningful conversations with high-value prospects rather than spending excessive time trying to reach them. Each representative is capable of scheduling over 80-100 demos per month, achieving approximately a 40% conversion rate to opportunities. As an SDR, you will have the chance to advance to an Account Executive (AE) role at Verkada after approximately 12 months in the program, where you will receive comprehensive training and insights into how Verkada drives business growth. We are dedicated to fostering a vibrant in-office culture. This position necessitates your presence at our headquarters in San Mateo, CA, five days a week.

Join Roblox as an Executive Business Partner in the Office of the CEO. This pivotal role will involve collaborating directly with the CEO to shape and implement strategic initiatives that drive company growth and innovation. As an Executive Business Partner, you will be integral in managing executive priorities, facilitating communication among departments, and ensuring that key projects align with Roblox's mission to connect and empower the global community of creators and players.

Who We AreVerkada is revolutionizing the way organizations safeguard their people and property through an integrated, AI-driven platform. As a leader in cloud-based physical security, we assist organizations in enhancing safety and operational efficiency via a unified software platform that encompasses video surveillance, access control, air quality monitoring, alarms, intercoms, and visitor management solutions.With over 30,000 global clients, including more than 100 Fortune 500 companies, Verkada stands as their trusted physical security partner, facilitating streamlined management, intelligent oversight, and scalable implementations. Established in 2016, Verkada has experienced rapid growth, now boasting 15 offices and over 2,200 full-time employees.About the RoleWe are thrilled to introduce our Account Executive Development Program, known as “Verkademy”! As an Associate Account Executive, you will join one of the fastest-growing companies in Silicon Valley/SF with a clear pathway to promotion into a closing role. We are seeking passionate, energetic self-starters who can thrive in a dynamic sales environment.About VerkademyVerkademy is designed to accelerate Sales Associates into top-tier Mid-Market Account Executives. This program breaks down essential Tech Sales components into manageable modules, covering crucial skills such as Prospecting, Discovery, Demonstration, Best Practices for Calls, and Securing Technical Wins. Graduates will transition into Mid-Market Account Executives, fully prepared with comprehensive sales strategies, industry insights, and company knowledge. Successful participants in Verkademy often possess leadership qualities, exceed expectations, and excel in challenging, fast-paced settings. If you are seeking an environment that invests in your career success and pushes you to grow, this program is your ideal fit. The average duration of Verkademy is approximately 9 months, with the potential for expedited completion.What You'll DoIdentify, qualify, and engage a substantial volume of cold leads into prospective clientsAnalyze and uncover customer needs and business challenges to effectively articulate how Verkada can address themProactively generate meetings and opportunities for Account Executives by demonstrating the value of VerkadaCreate sales-ready meetings and opportunities for Account ExecutivesEnsure accurate lead distribution and comprehensive discovery for your assigned Account Executives