Business Development Representative

ModernFi
New York
Workplace: OnsiteFull timeUSD 80,000 - 100,000 annuallyFunction: Business Development & PartnershipsExperience: 1-3 yearsSkills: ["Communication","Organizational skills","Persistence","Resilience","Collaboration"]

Drive new business opportunities for ModernFi by prospecting and qualifying banks and credit unions across the financial services industry. Use cold calling, email, LinkedIn outreach, and other methods to build top-of-funnel pipeline, engage decision-makers, and collaborate with Account Executives to move qualified deals forward. Maintain accurate CRM records, improve messaging through experimentation, and consistently meet weekly and monthly activity and opportunity metrics.

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ModernFi
ModernFi
1 day ago

Business Development Representative

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 hours agoStatus: Live
Reposted: similar role first listed 3 months ago

Job Summary

Drive new business opportunities for ModernFi by prospecting and qualifying banks and credit unions across the financial services industry. Use cold calling, email, LinkedIn outreach, and other methods to build top-of-funnel pipeline, engage decision-makers, and collaborate with Account Executives to move qualified deals forward. Maintain accurate CRM records, improve messaging through experimentation, and consistently meet weekly and monthly activity and opportunity metrics.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Entry level

Key Responsibilities

  • •Proactively generate top-of-funnel opportunities through cold calling, emailing, LinkedIn outreach, and other prospecting methods.
  • •Research and identify target banks and credit unions aligned with ModernFi’s solutions.
  • •Qualify inbound and outbound leads and pass high-quality opportunities to Account Executives.
  • •Collaborate with Account Executives to support the sales cycle and drive revenue growth.
  • •Maintain clean and accurate CRM records, tracking pipeline activity and outreach metrics.

Pay and Benefits

Salary: USD 80,000 - 100,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401kPaid LeaveParental LeaveWellness StipendRelocation

Key Requirements

  • •1–3 years of experience in business development, inside sales, or sales development, preferably in fintech, SaaS, or financial services.
  • •Comfort engaging in cold calling and connecting with senior executives at financial institutions.
  • •Strong organizational skills to manage multiple outreach sequences at once.
  • •High resilience and persistence in building relationships and overcoming objections.
  • •Excellent verbal and written communication skills to craft compelling outreach messages.
Experience:1-3 yearsFintechSaaSFinancial services
Skills:CommunicationOrganizational skillsPersistenceResilienceCollaboration

Company Brief

ModernFi
Provides a cloud-native, API-first deposit management platform and deposit marketplace that helps banks and credit unions source, sweep, and manage deposits to grow balances and improve liquidity and depositor protections.
Industry: Fintech Infrastructure
Company Size: Small (11 to 50 employees)
Growth: Growth Stage Startup
Funding: Series B
Headquarters: New York, United States
Founded: 2022
WebsiteLinkedInGlassdoor