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Sales Development Representative

About Finix

Job Full source details
Finix San Francisco, San Francisco · Orlando Source published Sep 20, 2026 Verified 7 hours ago
✓ 100% verification score · Source: Finix (lever) · Always confirm final requirements on the original source.
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EmploymentFull-time

Overview

About Finix

Full job description

About Finix Finix is building the global operating system for fintech, starting with payments. From startups to publicly traded companies, Finix processes tens of billions of dollars annually both in-store and online. Finix was founded in 2015 and is headquartered in San Francisco.

To date Finix has raised over $200M, including a $75M Series C led by Acrew Capital and Lightspeed Venture Partners and backed by American Express Ventures, Bain Capital Ventures, Homebrew, Inspired 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.

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

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

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

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