Sales Development Representative

About the role

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

• Assist in raising awareness of MX solutions within our target market, helping identify and engage key stakeholders and decision-makers
• Aid in pre-qualifying sales leads sourced through various inbound and outbound channels
• Support targeted lead generation efforts through campaigns, events, and marketing initiatives
• Work closely with the sales and marketing teams, contributing to account planning sessions and gathering necessary enablement materials
• Help ensure CRM records and sales reports are accurate and up to date
• Assist sales reps throughout the sales cycle, coordinating client interactions and helping to align MX solutions with client needs, strategic objectives, and product initiatives
• Stay up to date on industry trends and competitive insights
• Support the continuous improvement of account development practices
• Contribute ideas for expanding into new markets and improving marketing strategies
• Learn to effectively communicate MX's value proposition
• 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

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
• Bachelor's degree in Business Administration, Marketing, or related field (preferred)
• Familiarity with CRM software such as Salesforce, Outreach, or HubSpot (preferred)