Business Development Representative

ModernFi; New York (NY); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Equity from day one

Health insurance

401(k) plan

Unlimited PTO

Parental leave

Wellness stipend

Dinners in the office

Relocation to New York

Uncapped equipment

Quarterly team outings

Job summary

ModernFi, a fintech startup in New York, is seeking a Business Development Representative to drive top-of-funnel opportunities by prospecting, cold calling, and multi-channel outreach.

You'll qualify leads, partner with Account Executives, and help expand ModernFi's bank and credit union partnerships. This role offers immediate impact, a fast-paced environment, and the chance to grow into a sales or partnerships position.

Qualifications

• 1–3 years of experience in business development, inside sales, or sales development (fintech, SaaS, or financial services preferred).
• Comfortable making cold calls and engaging senior executives in financial institutions.
• Strong organizational skills and ability to manage multiple outreach sequences.
• High resilience and persistence in building relationships and overcoming objections.
• Excellent verbal and written communication; able to craft compelling outreach messages.
• Entrepreneurial mindset and autonomy in a fast-growing environment.
• Eager to learn and grow into future sales or partnerships roles.

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 generated

Skills

Cold calling

LinkedIn outreach

CRM usage

Lead research

Outreach messaging

Tools

CRM systems

Job description

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

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.

Compensation Range: $80K - $100K