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Role description

Sales Development Representative

Finix logoFinix
TypeFull-time
WorkplaceOn-site
SeniorityJunior
LocationSan Francisco, CA
Posted4/7/2026
Sales

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.

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.

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Company info

Finix logo

Finix

Finix makes it easy for businesses to process payments while maximizing revenue and reducing costs.

Finix is a payment processor that makes it easy for software platforms, marketplaces, and individual businesses of all sizes to accept payments and send money while maximizing revenue and reducing costs. Finix is trusted by startups and publicly traded companies alike to build and scale their payments infrastructure. Headquartered in San Francisco, Finix is a privately held company with funding from American Express Ventures, Bain Capital Ventures, Homebrew, Inspired Capital, Lightspeed Venture Partners, Sequoia Capital, Visa, and more.

Private companySeries C
Founded2015
HQSan Francisco, United States
Size51-200 employees
Unlock human wisdom
ThesisTermsPrivacy
Industry
Financial Services
Funding
  • Series C · $75M · Oct 24, 2024
Investors
LEAP Global PartnersAcrew CapitalLightspeed Venture PartnersAlumni Ventures

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