- Identify and engage potential customers through cold calls, email, and social channels.
- Use AI tools to make prospecting more efficient.
- Run discovery to understand prospects' 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.
Business DevelopmentSalesforce