Senior Sales Development Representative

Bluevine - US; Jersey City (NJ); On-site; USD 42,000 - 51,000; Full time

Benefits offered by this job

Health coverage

401K with 3% match

PTO & holidays

Mental health benefits

Wellness stipend

WFH stipend

Parental leave

Financial coaching

Catered lunches

Job summary

Bluevine - US is seeking a Senior Sales Development Representative to build a net-new pipeline for Checking and Payments sales as the company expands to businesses generating $1M–$10M in annual revenue.

You'll partner with an Account Executive, research target accounts, engage prospects through calls and email, qualify interest, and schedule meetings with key decision-makers. This role blends outbound discipline with a path to an Account Executive as the team grows.

Qualifications

• 2+ years in sales development or outbound prospecting.
• Proven track record with cold calls and personalized emails.
• Confident, engaging phone presence with founders/business owners.
• Experience with CRM and sales engagement platforms; Salesforce preferred.
• Comfort using AI tools to support research and outreach.
• Bachelor's degree or equivalent practical experience.

Responsibilities

• Build a steady flow of qualified meetings and net-new pipeline.
• Research target accounts and identify decision-makers.
• Personalize outreach at scale to drive conversations and meetings.
• Qualify prospects by understanding needs and current banking relations.
• Schedule meetings for Account Executives with clear context.
• Test and optimize scripts, subject lines, and outreach cadences.
• Maintain accurate records in Salesforce and other tools.
• Meet activity, meeting, and pipeline goals with professionalism.

Skills

Cold calling

Email outreach

CRM experience

Research & prospecting

AI tools usage

Communication

Persistence & follow-up

Education

Bachelor's degree

Tools

Salesforce

Job description

Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best.

Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed.

We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next?

About the Role

We are hiring a Senior Sales Development Representative to build a net-new pipeline for our Checking and Payments sales team as Bluevine expands its reach among businesses generating approximately $1 million to $10 million in annual revenue. You will partner closely with an Account Executive to research target accounts, engage prospects through cold calls and email, qualify interest, and schedule meetings with key decision-makers.

This role combines the executional discipline of sales development with the opportunity to help build and scale a new outbound motion. You will conduct account research, personalize outreach, develop repeatable workflows, and create effective email and call sequences. Strong judgment, consistent execution, and a willingness to test, learn, and improve will be essential to your success.

You will also have the opportunity to build the prospecting, discovery, and pipeline management skills needed to grow into an Account Executive role as the team expands.

What You’ll Do

• Build a consistent flow of qualified meetings and net-new pipeline through cold calling, personalized email outreach, and structured follow-up.
• Research target accounts and identify founders, business owners, operators, and finance leaders who may benefit from Bluevine’s banking and payments products.
• Personalize outreach at scale and develop messaging that converts prospects into meaningful conversations and qualified meetings.
• Qualify prospects by understanding their business, current banking relationships, needs, and level of interest.
• Schedule qualified meetings for Account Executives and provide clear context to support productive conversations.
• Test call scripts, subject lines, value propositions, and outreach cadences, and apply what you learn to improve targeting, messaging, and the broader outbound sales process.
• Maintain accurate activity, contact, and prospect records in Salesforce and other sales tools.
• Manage follow-up diligently and consistently execute against daily and weekly calling, email, meeting, and CRM expectations.
• Achieve activity, meeting, conversion, and pipeline goals while representing Bluevine with professionalism and integrity.

What We Look For

• 2+ years of experience in sales development, business development, inside sales, or another outbound prospecting role.
• A track record of using cold calls and personalized emails to generate conversations and qualified meetings.
• A confident, engaging phone presence and the ability to connect with founders, business owners, and finance leaders.
• Experience using a CRM and sales engagement platform; Salesforce experience is preferred.
• Comfort using AI tools and LLMs to support research, personalization, and workflow development.
• Clear communication, strong organization, sound judgment, and disciplined follow-up.
• Resilience, curiosity, and a willingness to learn from feedback and performance data.
• An interest in fintech, business banking, and helping small and midsize businesses grow.
• A bachelor’s degree or equivalent practical experience.

At Bluevine, we recognize the importance of fair and competitive compensation. Exact compensation may vary based on a variety of factors, including your experience, skills, and qualifications, as well as market trends.

New Hire Base Salary:

$42,360 - $50,820 USD

New Hire On-Target Earnings (i.e. Base Salary plus Commission if achieved) Range:

$70,600 - $84,700 USD

Benefits & Perks

• Excellent health coverage and life insurance benefits
• 401K with an immediate 3% company match
• PTO, Company Holidays, and Flexible Holidays
• Company-sponsored Mental Health Benefits, including 1:1 therapy
• Over $1,000 each year to spend on your personal wellness
• Monthly WFH stipends totaling over $1,000 annually
• Generous, paid parental leave covering up to 20 weeks of leave for birthing parents and up to 12 weeks of leave for all other parents
• Access to financial coaches and education sessions
• Weekly catered lunches and fully stocked kitchen pantries

#LI-Hybrid

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.

As set forth in Bluevine - US’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection.As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measurethe effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categoriesis as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.