Sales Development Representative

Posted Yesterday
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Lehi, UT, USA
In-Office
Junior
Big Data • Fintech • Software • Analytics
The Role
Generate and qualify inbound and outbound sales opportunities targeting financial institutions, financial services providers, and industry vendors. Build prospect relationships, support campaigns and account planning, maintain accurate CRM records, coordinate client interactions, assist with proposals and presentations, meet lead-generation quotas, monitor market trends, and contribute to sales strategy and market expansion.
Summary Generated by Built In

MX is a fintech company on a mission to empower the world to be financially strong. We build technology that helps banks, credit unions, and fintechs deliver smarter, more intuitive financial experiences to millions of people.

Like many startups, we’ve navigated real growth challenges — and we’ve come out stronger on the other side. Today, MX is in a phase of renewed momentum and scale, with a solid foundation and a clear vision for what’s next. This is a place where thoughtful execution matters, innovation is encouraged, and individuals have real ownership over their work.

Our culture values curiosity, accountability, and impact. We give people the space to question assumptions, design better solutions, and help shape how the company grows. If you’re looking to do meaningful work, influence outcomes, and grow alongside a company that’s ready to move fast, you’ll feel at home at MX.

MX is seeking a Sales Development Representative to support our Revenue Team in generating high-value, high-conversion sales opportunities. This role will focus on both inbound and outbound prospecting strategies, primarily targeting Financial Institutions, Financial Services Providers, and vendors across the financial services industry. As a Business Development Representative, you’ll play a key role in driving awareness, building relationships, and supporting sales efforts that accelerate growth.

What You’ll Do
You’ll assist in raising awareness of MX solutions within our target market, helping identify and engage key stakeholders and decision-makers. You’ll aid in pre-qualifying sales leads sourced through various inbound and outbound channels and support targeted lead generation efforts through campaigns, events, and marketing initiatives.

Working closely with the sales and marketing teams, you’ll contribute to account planning sessions, gather necessary enablement materials, and help ensure CRM records and sales reports are accurate and up to date. You’ll assist sales reps throughout the sales cycle, coordinating client interactions and helping to align MX solutions with client needs, strategic objectives, and product initiatives.

Your responsibilities will also include staying up to date on industry trends and competitive insights, supporting the continuous improvement of account development practices, and contributing ideas for expanding into new markets and improving marketing strategies. As part of your development, you’ll learn to effectively communicate MX’s value proposition and track client and prospect analytics to inform sales strategy.


Key Responsibilities

  • Collaborate with internal teams to identify new sales opportunities

  • Build and maintain communication with potential clients to foster relationships

  • Support marketing on client-specific campaigns and initiatives

  • Gather client materials to support partnerships and proposals

  • Participate in presenting sales information at both internal and client-facing meetings

  • Work toward meeting assigned quotas for lead generation and sales activity

  • Contribute to expanding the client base within targeted market segments


Basic Qualifications

  • 2+ years of successful experience in outbound SaaS sales or business development

  • Strong written and verbal communication skills

  • Excellent organizational and time management abilities

  • A team-oriented mindset with a strong desire to learn and grow

  • Basic understanding of sales principles and techniques


Preferred Qualifications

  • Bachelor’s degree in Business Administration, Marketing, or related field (preferred)

  • Familiarity with CRM software such as Salesforce, Outreach, or HubSpot


At MX, we are a high-performance organization that thrives on trust and results. This role is based in Lehi, Utah. We believe in empowering our team members to deliver exceptional outcomes while taking advantage of our incredible office space when it best supports their work. Our Utah office features onsite perks such as company-paid meals, a sports simulator, gym, mother’s lounge, and meditation room and meaningful interactions with amazing people. We encourage team members to come together in the office to collaborate, kick off key projects, or strategize cross-functionally, fostering connection and innovation.
MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to [email protected].

Skills Required

  • 2+ years of successful experience in outbound SaaS sales or business development
  • Strong written and verbal communication skills
  • Excellent organizational and time management abilities
  • Team-oriented mindset with a strong desire to learn and grow
  • Basic understanding of sales principles and techniques
  • Bachelor's degree in Business Administration, Marketing, or a related field
  • Familiarity with CRM software such as Salesforce, Outreach, or HubSpot

MX Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MX Technologies and has not been reviewed or approved by MX Technologies.

  • Leave & Time Off Breadth Time off includes flexible time off, paid holidays, and a companywide winter recharge week. A formal sabbatical program and flexible working arrangements expand time‑away options.
  • Healthcare Strength Healthcare support includes subsidized medical coverage, employer HSA contributions, and free mental‑health options with access to financial and legal services. These offerings indicate a robust core health package.
  • Parental & Family Support Parental and family support features generous parental leave and childcare support within a stated family‑first approach. Such resources strengthen coverage for growing families.

MX Technologies Insights

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The Company
HQ: Lehi, UT
864 Employees
Year Founded: 2010

What We Do

MX Technologies is a fintech company that aims to connect people with their financial data in a way that automates their money experience. MX Technologies, the financial data platform and leader in modern connectivity, helps organizations everywhere connect to the world’s financial data and turn raw, unstructured data into their most valuable asset to deliver intelligent and personalized money experiences. MX connects more than 16,000 financial institutions and fintechs providing the industry’s most reliable and secure data connectivity network. MX Technologies enhances financial data by cleansing, categorizing, and adding metadata that empowers organizations to deliver personalized experiences, reduce fraud, approve loans faster, and help customers save and invest smarter. Founded in 2010, MX Technologies is one of the fastest-growing fintech innovators. Additionally, MX powers 85% of digital banking providers, as well as thousands of banks, credit unions, and fintechs, with a combined reach of over 200 million consumers.

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