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Business Development Representative

ModernFi · New York, New York

Location
New York, New York, United States
Employment
Full time
Level
Mid level
Posted
11 months ago

About this role

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.

As published by ModernFi. Applications are handled on their site.

Skills this posting mentions

Inside SalesCold CallingSales Development

About ModernFi

Financial institutions of all sizes rely on ModernFi’s deposit network to provide additional security to depositors, source funding on demand, and sweep excess liquidity.

All 8 openings at ModernFi

One click, then it is written

Apply to ModernFi with a resume written for this role.

Queue Business Development Representative and I read the posting, rewrite your resume against it, draft the cover letter, and score the fit. Then you press send, or press one button and I fill in ModernFi’s form for you.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • 25 sent a week, free
  • No card
  • Nothing sent until you say so

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Put this to work

Paste your career in once. Every application after that is written for you.

Drop a resume or a LinkedIn URL. I rank the live openings against it, rewrite the resume and write a cover letter for the best of them, and fill in the employer's form when you press the button. You read, you decide what goes out.

  1. 01Drop your resume

    A PDF or a LinkedIn URL. About a minute, once.

  2. 02I rank the openings

    Every weekday morning, the live catalog scored against your history. Up to 20 worth your time, not two hundred links.

  3. 03Each one is written up

    Resume rewritten for the posting, a cover letter, a fit score. Press send, or let me fill in the form.

  • New matches ranked and written before you are up.
  • Every bullet stays inside what your history supports. Nothing invented.
  • Queued, submitted, interviewing, offer: one screen, not a spreadsheet.

500 free credits on sign-up. No card. Nothing is sent until you say so.

Listed from the job board ModernFi publishes. Refolk is not the employer and does not handle their hiring. Applications go to ModernFi directly.