Sales Development Representative

Modern Treasury

Modern Treasury

Sales & Business Development
San Francisco, CA, USA
Posted on Friday, June 30, 2023


This position can be based out of San Francisco or New York City.

We are looking for a Sales Development Representative to join our Sales team. In this position you will play an integral role in driving new business by qualifying inbound leads and helping to drive various other targeted prospecting campaigns.

We are looking for an energetic and hardworking individual who is excited to start or continue their career in software sales. As part of your role, you will work closely with the Account Executive team supporting a specific territory and vertical. To be successful in this role you should have excellent verbal and written communication skills, consider yourself to be a self-starter and curious about Fintech and payments.


Modern Treasury is the operating system for money movement. Our payment operations platform combines a suite of APIs and dashboards to help companies unlock new payments revenue, strengthen customer experiences, and drive efficiency through their business. Our end-to-end platform moves enterprises forward with faster payments, efficient workflows, full data visibility, and seamless bank integrations.


During your first week you will:

  • Onboard with our team

  • Develop an understanding of our customers and the problems we solve

  • Read our favorite industry primers

  • Review supporting collateral for use in our sales cycle

  • Develop an understanding of our brand positioning, sales process and customer engagement

  • Familiarize yourself with our infrastructure and tooling

During your first six weeks you will:

  • Join prospect and customer conversations to better understand our value proposition, buyer personas and product-market fit

  • Lead your first qualification calls

During your first six months you will:

  • Independently prioritize, manage and inbound opportunity pipeline

  • Communicate customer needs and requirements to our Product, Growth and Sales teams to inform our product roadmap and competitive positioning

What you should have

  • 3 months to 1 year previous experience as a SDR, BDR or other customer service role

  • Ability to thrive in a fast paced, dynamic environment. We are a startup and need people who are okay doing things outside their traditional job description

  • Experience working with or other CRM platforms

  • Superior verbal and written communication, presentation, time management and relationship management skills

  • Strong prospecting, qualifying, and sales presence

  • BA or BS required

Modern Treasury is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver’s license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

Modern Treasury participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.