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Business Development Representative (AI for Finance Teams)

ScrumAID

New York, NY · Posted November 1, 2026

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How AI is used in this kind of work

Among market research analysts and marketing specialists, AI is already used for a large share of the tasks. Measured exposure for market research analysts and marketing specialists: 65% (high).

Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.

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  • HubSpot

About the job

A fast-growing startup that sells AI products to finance leadership teams is assembling a founding cohort of outbound reps. Interest is already strong, since finance leaders are being asked how AI will reshape their teams; what the company needs is more conversations. Each rep owns a market vertical, and strong performers move up into account executive roles.

What you’ll own

Take charge of one industry segment and become the team’s expert on it; segments include B2B software, consumer goods, manufacturing, distribution, construction, hospitality and health services

Spend a large part of each day cold calling CFOs, controllers and finance VPs, adding email and LinkedIn as those channels come online

Book qualified meetings steadily and give each account executive a real brief on the prospect, their pain points and their systems

Respond on the day inbound interest arrives in your segment

Study each prospect’s finance systems, month-end process, ownership structure and hiring signals before dialing

Work alongside the account executive you support on planning for each account and on winning back lost deals

Log all activity in HubSpot, and refine scripts and sequences into a playbook for future reps

About you

Articulate and polished, with executive presence on the phone

Half a year to two years as an outbound BDR or SDR selling to finance buyers at a fintech, or a couple of years at a Big Four accounting firm, ideally with a CPA

Coachable, driven and low-ego

Exposure to finance or accounting is helpful

Athletics, founder or client-facing finance or consulting experience is a plus

Stable tenure rather than frequent short stints

On-site in New York, NY. Visa sponsorship and transfers are not available.