Finix offers everything SaaS companies need to build a world-class payments experience.
The Role
The Sales Development Representative will manage inbound and outbound leads, create customer pipelines, and work with Marketing to qualify leads for the sales team.
Summary Generated by Built In
About Us
Move money. Make money. Finix is a full-stack acquirer processor, empowering businesses of all sizes with flexible, modern payment solutions. Processing billions of dollars annually, Finix enables SaaS, marketplace, and e-commerce platforms to accept payments, manage payouts, and onboard merchants seamlessly. With our no-code, low-code, and developer-friendly tools, businesses can get up and running in hours—not months.
Finix has raised over $175M, including a $75M Series C led by Acrew Capital, with participation from Lightspeed Venture Partners, Leap Global, American Express Ventures, Bain Capital Ventures, Homebrew, Inspired Capital, Sequoia Capital, Visa, and others.
About the Role:
This SDR role is a career-challenging and immensely rewarding opportunity. From a day-to-day perspective, you will be handling inbound customers, executing your own outbound strategy, creating a pipeline of customers, and generating the top of the funnel for the rest of the sales org.
We’re looking for someone who works well in cohesive sales & marketing teams, where working with Marketing and Business Development to generate leads is just as important as qualifying and passing one on to an Account Executive. Although CRM is just a tool, it should be your source of truth and the main platform for you to organize, monitor, and develop your ever-growing customer portfolio. A can-do attitude and an obsession with staying organized and accelerating opportunities through the pipeline are expected.
This is an in-office role.
Responsibilities
- Reach out and manage inbound or outbound in a timely manner
- Meet daily touchpoints metrics, while aiming to hit a target number of customer qualifications monthly
- Maintain optimism and drive amidst the hustle of a scaling startup
- Navigate newly contacted customers’ organizations, identifying decision-makers centralized around payments
- Utilize value selling and SPIN as the fundamental structure to all meetingsIdentify areas where Finix adds value, even if it is not obvious from the first conversation
- Project creativity, as you identify new markets to penetrate; execute on these ideas while being conscious of priorities
- Track and update all customer details within CRM
- Prioritize opportunities and apply appropriate tools & resources to ensure 100% satisfaction among all customers
- Be passionate about communicating value to senior stakeholders and figuring out creative ways to create success
About You
- 2+ years experience in quota-driven, successful sales roles
- Understand how to optimize the sales cycle from lead to opportunity to live account
- Ability to flourish with minimal guidance, be proactive, and handle uncertainty and ambiguity
- Familiarity and ease with cloud-based sales tools, B2B technology applications, and how these tools accelerate the sales cycle
- Ability to prioritize and execute on multiple projects simultaneously
- Excellent communication skills (interpersonal, email, verbal, presentation, Slack)
- Formal sales/SDR training from a reputable institute or organization, concentrating on value selling, SPIN, or similar
Nice to Haves
- Experience working closely with the Tier 1 SaaS and technology companies, financial institutions, and/or card networks at senior levels
- Prior experience working in Payments/Fintech
- Bachelor’s Degree or equivelant experience
Finix is an equal opportunity employer and values diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.
Role: Sales Development Representative
Level: IC2/IC3
Locations: San Francisco, CA
Base/OTE Salary Range: $60,000 - $120,000 OTE + Equity + Benefits
Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum target for new hire salaries at our headquarters in San Francisco, California. Individual pay is determined by work location, job related skills, experience, and relevant education or training.
Top Skills
B2B Technology Applications
Cloud-Based Sales Tools
CRM
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The Company
What We Do
Finix is on a mission to create the most accessible financial services ecosystem in history. To do so, we are building the global operating system for fintech, starting with payments. Since 2015, we’ve been busy creating a payments management solution specifically for SaaS platforms—from startups to publicly traded companies—that want to earn more revenue, reduce churn, and delight customers. With one developer-friendly API, Finix helps companies accept payments, manage payouts, and onboard merchants—all in the same place. Finix offers everything SaaS companies need to build a world-class payments solution.
Why Work With Us
Our diverse team of fintech professionals is dedicated to building accessible payments tools that democratize financial access. From employee development to customer success, we believe in the campsite rule—“leave it better than you found it”—ensuring every client and Finixian is better after working with us.
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