Investor Sourcing and Qualification Specialist
OptiNizers
Business Development Associate
ModernFi
full-time
Posted on:
Origin: • 🇺🇸 United States • New York
Visit company websiteSalary
💰 $50,000 - $90,000 per year
Job Level
JuniorMid-Level
About the role
- 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
- Develop outreach strategies and learn from fintech sales leaders to move deals forward
Requirements
- 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
