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OpenFin // runtime technology for financial desktops
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Sales Development Representative (SDR)

Location: New York, US

We have an office in New York City & this position can be based in the office or hybrid remote (subject to your existing legal right to work in the jurisdiction).

About OpenFin

OpenFin is a fast-growing financial technology company backed by the worlds largest banks & most respected Fintech VCs, including J.P. Morgan, Barclays, HSBC, Wells Fargo, SC Ventures, Bain Capital Ventures, DRW, Nyca Partners, & Pivot Investment Partners.  OpenFin modernizes & democratizes app development & distribution in the finance space. We provide a secure OS that brings a fast & intuitive app experience to the financial desktop. Built on Googles Chromium & GitHubs Electron open source projects, OpenFin combines native experience, data sharing, lightning-fast distribution, & robust security with an agile web development & deployment model to accelerate digital transformation & innovation. OpenFin is used by thousands of developers to deploy & run more than 3,500 apps at more than 2,400 financial institutions.

About the Role

We are currently recruiting for a seasoned Sales Development Representative (SDR) to join our steadily growing sales team! In this role, you will be responsible for driving our lead generation efforts. You will be focused on researching & developing new business opportunities & establishing  positive rapports with our clients. The ideal candidate will be both personable & creative, with an innate ability to think outside the box.


In the first 90 days, you can expect to:

  • Begin booking both inbound & outbound meetings for our Sales Directors in New York, London & Hong Kong (and start earning commission!)  
  • Research & develop new business opportunities for our Sales Directors 
  • Spend extensive time with all areas of the business to increase your knowledge of OpenFins technology & our client base
  • Get a good understanding of how to use our sales resources, including Outreach, Salesforce, Sales Navigator & ZoomInfo

Within the first 6 months you will be responsible for:

  • Working your own pipeline & proving your ability to book meetings with our key target accounts 
  • Gaining a good understanding of your target market & how to approach different personas 
  • Building & maintaining relationships with your prospects , build rapport
  • Demonstrating your ability to effectively communicate your understanding of OpenFin in a role play scenario 

By your 1 year anniversary you will have accomplished: 

  • Hitting your targets consistently 
  • An in-depth understanding of OpenFins product & positioning, demonstrated in role play practices & on the phone to clients 
  • Becoming a meaningful contributor to the overall success of the sales team & culture
  • Efficiently managing your own pipeline

What We're Looking For

  • 1-2 years sales/sales development experience working in the Finance industry or experience working for a SaaS company with Enterprise products strongly preferred
  • Experience or knowledge of capital markets is strongly preferred
  • Exceptional communication skills, both oral & written, coupled with the ability to confidently collaborate with senior individuals (internal & external facing)  
  • Excellent organizational skills, with a diligent work ethic & a very strong attention to detail in all areas of work

Life at OpenFin 

At OpenFin, our mission is to stay on the cutting edge of web technologies & to enable our customers to do the same. We pride ourselves on our friendly, diverse, understanding & supportive culture. Our goal is to create a space where employees can learn & innovate, & overall, have a good time doing it. We value & appreciate that our employees have a wide set of interests & experiences. Getting to know each other & forming relationships is important, which is why we regularly host offsite events, happy hours & virtual social hours, in addition to having a variety of Employee Resource Groups to participate in. Our environment is conducive to a productive & enjoyable learning experience -- aligned together, moving fast & working to create compelling solutions for our clients. 

RECRUITERS NOTICE: Recruiters - if you wish to reach out to us regarding this job posting, you may reach out to in order for your communication to be reviewed. OpenFin will review these communications if external help is needed for a position. Agencies may not contact individuals within our organization with solicitations. Firms that do not follow these guidelines risk having all communication from their firm being blocked. We thank you in advance for your cooperation in following our process.

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