Marketing Development Representative

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2 Locations
Remote
Financial Services
The Role
About Truv

Truv is transforming the financial data industry with a secure and real-time API platform for payroll account access. Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities. Backed by $30M from top investors like Kleiner Perkins and NYCA, we’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach. Our leadership team brings expertise from industry giants like Apple, Carta, Venmo, MX, and Okta, driving the future of financial data access.

What You'll Do

  • Inbound Lead Management: Engage with prospects who have shown interest through form submissions or online chats.
  • Lead Qualification: Assess and qualify leads to determine their fit and readiness, ensuring a robust sales pipeline.
  • Outbound Prospecting: Identify and reach out to potential clients through cold calls, emails, and social media to generate new business opportunities.
  • Collaboration: Work closely with Account Executives and Head of Growth to schedule product demonstrations and strategize on account development.
  • Performance Metrics: Meet and exceed daily activity KPIs and monthly pipeline quotas.​

What You'll Bring:

  • Communication Skills: Exceptional verbal and written English to communicate with prospects globally.
  • Call Center Experience: Prior experience in a call center or high-volume contact environment is highly preferred.
  • Drive: A proactive mindset with a passion for continuous improvement and learning.
  • Adaptability: Ability to navigate challenges and adapt strategies in a dynamic environment.
  • Team Player: Collaborative spirit to work effectively across departments and support peers.
  • Tech Savvy: Familiarity with Hubspot CRM - Contacts, Companies, Deals, Sequences, Tasks and sales engagement platforms.​

Your Journey to Success:

  • Month 1:
  • Gaining a deep understanding of our products and market.
  • Begin engaging with inbound leads under supervision.​
  • Month 2:
  • Start outbound prospecting, applying learned strategies to generate new leads.
  • Collaborate with AEs to refine outreach techniques and messaging.​
  • Month 3:
  • Fully ramped up, independently managing both inbound and outbound leads.
  • Consistently meeting or exceeding sales targets.​
  • Month 12:
  • Established as a key contributor to the growth team.
  • Mentoring new SDRs/BDRs/MDRs and sharing insights to drive team success.
  • Exploring opportunities for career advancement within Truv.​

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The Company
HQ: New York, New York
77 Employees
Year Founded: 2020

What We Do

Unlock The Power of Open Finance.

Truv lets your customers easily verify income and employment, assets, insurance, switch direct deposit & more — all in one platform.

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