Best suited to candidates with outbound sales experience working in fintech, particularly small business banking.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Bluevine via Greenhouse
About Bluevine
Bluevine is the largest small business banking platform in the U.S., redefining how entrepreneurs manage their money. We create modern financial solutions, from checking and lending to payments and beyond, designed to help small business owners grow, thrive, and take control of their financial future. Our best-in-class technology, advanced security, and deep understanding of the small business community give our customers the confidence to focus on what they do best.
Since 2013, we’ve supported more than 750,000 small businesses nationwide. Backed by leading investors like Lightspeed Venture Partners, Menlo Ventures, 83North, and Citi Ventures, our 500+ person global team shares one mission: to give small businesses the financial tools they need to succeed.
We’re innovators driven by big ideas, collaboration, and real impact. Here, you’ll have the freedom to take ownership, grow your career, and make a difference for small business owners across America. Ready to shape what’s next?
About the Role
We are hiring a Senior Sales Development Representative to build a net-new pipeline for our Checking and Payments sales team as Bluevine expands its reach among businesses generating approximately $1 million to $10 million in annual revenue. You will partner closely with an Account Executive to research target accounts, engage prospects through cold calls and email, qualify interest, and schedule meetings with key decision-makers.
This role combines the executional discipline of sales development with the opportunity to help build and scale a new outbound motion. You will conduct account research, personalize outreach, develop repeatable workflows, and create effective email and call sequences. Strong judgment, consistent execution, and a willingness to test, learn, and improve will be essential to your success.
You will also have the opportunity to build the prospecting, discovery, and pipeline management skills needed to grow into an Account Executive role as the team expands.
What You’ll Do
Build a consistent flow of qualified meetings and net-new pipeline through cold calling, personalized email outreach, and structured follow-up.
Research target accounts and identify founders, business owners, operators, and finance leaders who may benefit from Bluevine’s banking and payments products.
Personalize outreach at scale and develop messaging that converts prospects into meaningful conversations and qualified meetings.
Qualify prospects by understanding their business, current banking relationships, needs, and level of interest.
Schedule qualified meetings for Account Executives and provide clear context to support productive conversations.
Test call scripts, subject lines, value propositions, and outreach cadences, and apply what you learn to improve targeting, messaging, and the broader outbound sales process.
Maintain accurate activity, contact, and prospect records in Salesforce and other sales tools.
Manage follow-up diligently and consistently execute against daily and weekly calling, email, meeting, and CRM expectations.
Achieve activity, meeting, conversion, and pipeline goals while representing Bluevine with professionalism and integrity.
What We Look For
2+ years of experience in sales development, business development, inside sales, or another outbound prospecting role.
A track record of using cold calls and personalized emails to generate conversations and qualified meetings.
A confident, engaging phone presence and the ability to connect with founders, business owners, and finance leaders.
Experience using a CRM and sales engagement platform; Salesforce experience is preferred.
Comfort using AI tools and LLMs to support research, personalization, and workflow development.
Clear communication, strong organization, sound judgment, and disciplined follow-up.
Resilience, curiosity, and a willingness to learn from feedback and performance data.
An interest in fintech, business banking, and helping small and midsize businesses grow.
A bachelor’s degree or equivalent practical experience.
At Bluevine, we recognize the importance of fair and competitive compensation. Exact compensation may vary based on a variety of factors, including your experience, skills, and qualifications, as well as market trends.
New Hire Base Salary:$42,360—$50,820 USDNew Hire On-Target Earnings (i.e. Base Salary plus Commission if achieved) Range:$70,600—$84,700 USD
Benefits & Perks (US Based ONLY)
Excellent health coverage and life insurance benefits
401K with an immediate 3% company match
PTO, Company Holidays, and Flexible Holidays
Company-sponsored Mental Health Benefits, including 1:1 therapy
Over $1,000 each year to spend on your personal wellness
Monthly WFH stipends totaling over $1,000 annually
Generous, paid parental leave covering up to 20 weeks of leave for birthing parents and up to 12 weeks of leave for all other parents
Access to financial coaches and education sessions
Weekly catered lunches and fully stocked kitchen pantries
Community-based volunteering opportunities
#LI-Hybrid
Source: Bluevine careers (Greenhouse)