Sales Development Rep (SDR)

  • 3401 North Thanksgiving Way, Lehi, UT 84043, USA
  • Full-time

Company Description

MX is on a mission to improve the financial lives of everyone. We believe each of us has a moral imperative to use our time and talents to change the world for the better. For this reason, we are creating innovative software and partnering with financial institutions and digital banking providers to bring financial freedom to the lives of individuals, families, and communities. MX is an award-winning financial management, online/mobile banking and innovative wealth management tools. We’re looking for smart, creative individuals to come build with us!

Job Description

Our Sales Department is in search of a hungry, experienced, and talented Sales Development Rep (SDR) to join the sales team. You’ll be bringing your passion and enthusiasm to a company on the cutting edge of banking technology, assisting the sales team by breaking down barriers and create new sales opportunities through outbound prospecting efforts.  You’ll research other fintechs and financial institutions to understand their goals and objectives, and/or identify current challenges where MX solutions align. You’ll collaborate closely with account executives to help create new opportunities to fill the pipeline by scheduling initial discovery meetings - then help advance those opportunities further into pipeline with follow-up meetings by helping aim higher & wider within target accounts, ultimately leading to new revenue generated for MX.

What you will do...

  • Prospect, educate and qualify leads to create sales-ready opportunities

  • Master the ability to evangelize MX solutions

  • Demonstrate and lead with account development, inbound, and outbound best practices

  • Align MX solutions with prospect business objectives/needs

  • Collaborate with sales reps to schedule prospect calls, meetings and demos or handle deal qualification including first demos and needs analysis

  • Proactively keep abreast of our industry and the technology landscape to ensure you are a trusted resource to prospects and customers

  • Make strategic outbound calls/emails daily

  • Acquire key prospect data from the initial conversation, from the web and other sources, and ensure clean and accurate data is entered and maintained in CRM

  • Attend key conferences and marketing events as needed

  • Achieve and exceed daily, weekly and monthly quotas of activity volume, pre-qualified appointments scheduled and held, new opportunities created, and newly generated pipeline and revenue

You will be supported by...

  • An award-winning marketing team

  • Robust products that outshine all of our competitors

  • Experienced account executives and sales management

  • Personal access to MoneyDesktop, our online money management tool

You will fit in by…

  • Thinking like an owner

  • Communicating with honesty, candor, and respect

  • Being resourceful

  • Using common sense

  • Showing passion for finance and fintech

  • Developing relationships quickly over the phone and in person with prospects and customers

  • Demonstrating leadership abilities

  • Tenacious hunger to win business and close deals

  • Confidently and effectively speaking with prospects of all levels (including CEO’s & VPs)

  • Using your excellent written and verbal communications skills

  • Being highly organized and strong time management skills

You will love it because of our…

  • Products that are making a difference in the lives of others

  • Phenomenal organization driven by values

  • Mission driven culture

  • Collaborative and inspiring work environment

  • Passionate leadership team committed to your career success

  • Catered lunches and a fully stocked break room

  • Excellent compensation package

  • Health, dental and vision benefits

  • Unlimited vacation and paid holidays

  • Access to the MX personal financial management tool


  • 4-year degree in Business or related field preferred
  • 2+ years of industry and/or sales experience

  • Proven success in penetrating new markets and closing new business

  • Self-starter and founder’s mentality

  • Deep hunger to succeed and achieve new milestones

  • Prior success calling on company executives in a highly competitive marketplace

  • Ability to learn and process information quickly

  • Working knowledge of

Additional Information

MX is an equal opportunity employer. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines.

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