Business Development Representative

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 [email protected] . 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.