ModernFi is a company focused on empowering financial institutions with innovative deposit solutions. They are seeking a Business Development Representative to drive new opportunities through prospecting and engaging decision-makers in the banking and credit union industry, while collaborating with Account Executives to support the sales cycle.
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 that align with ModernFi’s solutions
- Qualify inbound and outbound leads, ensuring high-quality opportunities are passed to Account Executives
- Collaborate with Account Executives to support the sales cycle and drive revenue growth
- Maintain clean and accurate records in CRM systems, tracking pipeline activity and outreach metrics
- Experiment with messaging and outreach strategies to maximize engagement with prospective clients
- Consistently meet or exceed weekly and monthly activity metrics for qualified opportunities created and revenue generate
Requirements:
- 1–3 years of experience in business development, inside sales, or sales development (preferably in fintech, SaaS, or financial services)
- Comfortable making cold calls and engaging senior executives in financial institutions
- Strong organizational skills and ability to manage multiple outreach sequences simultaneously
- High resilience and persistence in building relationships and overcoming objections
- Excellent verbal and written communication skills; able to craft compelling outreach messages
- Eager to learn, receptive to feedback, and excited to grow into a future sales or partnerships role
- Entrepreneurial spirit — thrives in a fast-paced, high-growth environment with a high degree of autonomy