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18 May 2022

Full-Time Sales Development Representative

arimontgomery – Posted by Treasury Prime San Francisco, California, United States

Job Description

The pandemic has revolutionized sending and receiving digital payments, and Treasury Prime plays a lead role in that transformation. The Treasury Prime team builds cutting-edge API technology that connects fintech companies, small businesses, and community banks to help them provide innovative financial products to their customers.


We are a high-growth small company of ~90 people with a unique culture of mutual respect and a supportive environment. Tearsheet named Treasury Prime the Best Banking as a Service company in 2021. If you’re a go-getter passionate about making an impact and being part of our mission to build a modern financial network for the future, you’ve come to the right place. Treasury Prime is backed by Deciens Capital, Nyca Partners, QED Investors, SaaStr Fund, Susa Ventures, and Y Combinator.


Sales Development Representative

As a Sales Development Representative at Treasury Prime, you will drive Treasury Prime’s future growth by working with the Account Executive team to qualify and build the pipeline. You are passionate about speaking to people and can identify great new opportunities for Treasury Prime. You love being in front of people and are expected to meet a daily activity volume of interactions with prospects while staying organized. You are focused, thoughtful, curious, and self-assured. In addition, you seek to understand, are patient, and have a strong desire to learn.


As a Sales Development Representative, you will gain expertise and experience in prospecting and selling and mentorship and training from a team of leading entrepreneurs and sales experts. In addition, you will fully participate in the sales process, pipeline development, prospecting, and relationship-building skills quintessential for a successful career in technology sales.

*Please note this role is expected to be 100% on-site and work from our SF office.


You will:

  • Qualify and proactively engage new contacts and accounts that have inquired about Treasury Prime
  • Be a positive first impression with our prospects
  • Develop and execute inbound and outbound strategies to set qualified meetings
  • Actively test and employ new inbound and outbound campaigns and content
  • Work closely with the sales team helping bring prospects from apt to closed business
  • Actively engage 100+ contacts per day across email, LinkedIn, and other channels. We are not a cold call first organization.
  • Maintain accurate and up-to-date records in HubSpot CRM (soon to be Salesforce)
  • Become proficient in LinkedIn Sales Navigator, SalesLoft, and other sales tools
  • Become a product expert of Treasury Prime and seamlessly verbalize our value proposition


  • Daily and weekly activity metrics
  • Inbound lead SLA times
  • Quantity and quality of discovery meetings scheduled
  • Qualified sales opportunities resulting from inbound qualification and personal outbound efforts
  • Achievement of professional development milestones in preparation of promotion to AE or other roles within the organization


You may be a good fit for this role if:

  • You have passion, energy, excellent work ethic, and the ability to adapt to a fast-paced and changing start-up environment
  • You have an entrepreneurial spirit
  • Must be driven and self-motivated
  • You have excellent written and verbal communication skills
  • You have solid listening skills to understand the opportunity and the needs of prospects
  • You can appreciate/explain detailed technical concepts and ideas in a clear, concise, and logical manner
  • You are receptive to feedback and an eagerness to learn
  • You have experience with banking, financial services, or fintech
  • You have experience working with complex products


While these are not hard requirements for the job, the best candidates will meet many of these criteria.


We look forward to hearing from you!



To protect the health and safety of our employees and customers, this position requires proof of vaccination for COVID-19 by the date of hire. Treasury Prime will consider medical and religious accommodations.


Treasury Prime is an inclusive Equal Employment Opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. If you require accommodations or assistance to complete the online application process, please get in touch with and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. Our team will respond to your email promptly.

How to Apply

Visit our website to apply! 

Job Categories: Equal Opportunities. Job Types: Full-Time. Job Tags: #finance, Fintech, and Technology. Salaries: 80,000 - 100,000.

Job expires in 46 days.

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