BDR, AI Finance

We Source Talent

Manhattan, NY0–2 yrs3h agovia LinkedIn

This job at a glance

Who can apply
New grads and up to 2 years
Must know
AccountingSalesCPALead generationAuditing
Work
On-site in Manhattan
Pay
Not stated by the employer.
Skill demand
Accounting89%Sales13%CPA13%of 125 similar entry-level jobs posted in the US this week
Listed
Oct 27, 2026 · still open

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About the Role

An AI platform that takes over the manual grind of accounting is looking for a Business Development Representative (BDR) to join an established sales team. This BDR seat offers a defined, near-term path to Account Executive. The role is part of a six-person go-to-market team that is projected to double twice over the next year, with promotion built into the hiring plan. The company is backed by a top-tier Silicon Valley fund and a prominent AI founder, with a significant Series A round about to close. The team consists of around 25 people, working on-site in Manhattan.

  • Location: New York City, on-site 5 days (relocation covered)
  • Compensation: $90k base | $50k variable | $140k OTE | Equity

Key Responsibilities

  • Owning one vertical of $100M–$1B companies and becoming the expert for that segment.
  • Engaging with CFOs, Controllers, and VPs of Finance via phone, email, and LinkedIn.
  • Booking and holding 12–15 qualified meetings per month at full ramp, with a comprehensive brief for each.
  • Researching ERP, close process, PE backing, and hiring signals before making contact.
  • Partnering with Account Executives on account plans and multi-threading into the finance organization.
  • Writing and testing talk tracks for future BDRs.

Requirements & Tech Stack

  • Articulate and well-spoken with genuine executive presence.
  • Comfortable being on the phone four hours a day, every day.
  • Reporting into a Head of Sales Development who built an SDR org from 3 to 30 at a major HR tech company.

Qualifications

  • 2+ years at a Big Four accounting firm with a CPA background, OR 6 months–2 years as an outbound BDR/SDR at a fintech selling into the office of the CFO.
  • Experience prospecting into finance buyers at a fintech, ERP, billing, close, or spend-management company, OR a CPA, accounting, audit, or FP&A background.

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