Business Development Representative
At a glance
Entry-level Sales Development role at ModernFi. New York · full-time · $80,000–$100,000 base.
Growth Roles summary, based on the employer's posting.
What you'll do
- Build early-stage pipeline through calls, email, LinkedIn, and other prospecting
- Find banks and credit unions that match ModernFi’s solutions
- Screen inbound and outbound leads before passing strong opportunities to Account Executives
- Keep CRM records accurate while tracking outreach and pipeline activity
- Test messaging and outreach approaches while meeting activity goals
What you bring
- One to three years in business development, inside sales, or sales development, preferably in fintech, SaaS, or financial services
- Comfort with cold calls and conversations with senior financial-institution executives
- Strong organization for managing several outreach sequences at once
- Persistence, clear communication, and willingness to learn from feedback
Who this fits
You’ll thrive in a fast-moving role with substantial autonomy, close collaboration, and a focus on building relationships through persistent outreach. The position is full-time in New York, with relocation offered. It suits someone who wants to develop toward a future sales or partnerships role.
From the employer
The Opportunity
As a Business Development Representative at ModernFi, you will be on the front lines of our growth engine. You’ll focus on driving new opportunities by prospecting, cold calling, and engaging decision-makers across the banking and credit union industry. Your role will be essential in building the top of the sales funnel, qualifying opportunities, and partnering with Account Executives to move deals forward.
This is a chance to gain impact and responsibility from day one, playing a critical role in bringing new institutions onto the ModernFi platform. You’ll develop outreach strategies, sharpen your sales skills, and learn directly from a seasoned team of fintech sales leaders.
At ModernFi, your work will directly fuel our vision and mission to serve as systemically important financial infrastructure that drives the American economy and to empower our partner financial institutions to grow and better serve their communities.
The Role
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
About You
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
About Us
The caliber and character of the ModernFi team set us apart.
We value competence and drive over experience, and look for compassionate people with diverse backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect — for our colleagues, our clients, our partners, and ourselves.
Our team pushes each other to be better every day, supports each other when things go wrong, and grows together on this journey. Because we are a close-knit team, we are selective and considerate with every hire.
The people at ModernFi could be doing anything in the world, yet they choose to be here.
Benefits
Top-of-market comp, equity from day one
Health, dental, vision. 100% employee covered
401(k) with a broad fund selection
Unlimited PTO
Fully paid parental leave
$100 monthly wellness stipend
Dinner in the office
Relocation to New York
Uncapped equipment
Quarterly team outings
The Process
If you’d like to learn more, please email us at careers@modernfi.com. Our process is focused on cultural and personality fit. We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.
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