Sales Lead - This Week in Fintech

Sales Development Representative

Melio

Sales Development Representative Location: Hybrid in New York City (3 day in-office requirement) Qualifications: * 1+ year of dedicated experience in an Outbound Sales Development or Business Development Representative role, with a proven track record of successful cold outreach (cold calling, email, LinkedIn). * Demonstrated ability to identify target prospects and key decision-makers within a given territory. * Experience conducting high-volume, consistent outbound activities while maintaining quality and personalization. * Strong verbal and written communication skills, with the ability to articulate value propositions clearly and handle objections effectively. * A results-oriented mindset with a strong drive to meet and exceed targets. * Familiarity with CRM software (preferably Salesforce) and sales engagement tools (e.g., Outreach, SalesLoft). * Ability to work collaboratively with Account Executives and adapt to evolving sales strategies. * Resilience and a positive attitude in the face of challenges, with a strong desire to learn and grow in a sales career. * Fintech, SaaS, or startup experience is a plus, demonstrating an ability to thrive in a fast-paced environment. Bonus Points: * Experience in the payments or SMB market. * Familiarity with sales methodologies. * Proven ability to leverage data to improve prospecting effectiveness. A day in the life and how you’ll make an impact: * Execute Strategic Cold Outreach: Conduct high-volume, targeted outbound activities including cold calls, personalized emails, and LinkedIn outreach to engage prospects who are not yet familiar with Melio. * Prospect & Identify Ideal Customers: Utilize provided lists and conduct independent research to identify SMB businesses that align with our Ideal Customer Profile (ICP) and pinpoint key decision-makers within those organizations. * Qualify & Convert Prospects: Engage prospects in discovery conversations, effectively qualify their needs and pain points, and successfully book introductory meetings for our SMB Account Executives. * Collaborate on Outbound Strategy: Work closely with your assigned Account Executives and Sales leadership to develop, refine, and execute outbound strategies, adjusting tactics based on performance and market feedback. * Optimize Lead Handoff: Ensure a seamless and effective transition of qualified opportunities to Account Executives, providing comprehensive context to maximize conversion rates. * Contribute to Pipeline Growth: Consistently meet and exceed daily, weekly, and monthly activity and meeting-set targets, directly contributing to Melio's revenue pipeline. * Support Go-to-Market Initiatives: From time to time, assist with various initiatives such as event preparation and follow-up, targeted call blitzes, and other revenue-driving projects. * Document & Analyze Performance: Maintain accurate and up-to-date records of all prospecting activities and customer interactions within Salesforce, contributing to a data-driven approach to performance improvement. About the team: As a Sales Development Representative (SDR) at Melio, you will play a critical role in driving our growth by initiating new business conversations with our small to medium-sized and high value businesses. This is a highly impactful outbound-focused position where your expertise in traditional cold outreach will directly contribute to building pipeline and expanding Melio's market presence. You will be responsible for identifying, engaging, and qualifying prospective clients who are focused on optimizing their cash flow and workflow. This role requires a proactive, resilient, and data-driven individual with a proven track record in cold prospecting. You will work closely with Account Executives and Sales leadership to strategize, execute, and refine our outbound approach, ensuring a consistent flow of high-quality meetings. About Melio USA:  * Competitive compensation packages: We strive to make each and every employee feel valued and appreciated. * The annual base salary for this position is $60,000-$63,000 with an additional bonus component. * Medical, Dental, and Vision: We offer generous and highly competitive plans with up to 100% employer-paid coverage, FSA and HSA. * 401K matching: Feel the investment of working at a high-growth company. * Wellness: We take a holistic approach to wellness at Melio with a focus on providing financial, physical, emotional, social, and community support for our employees. * Time Off: Time to rest and recharge is a priority for us. We offer competitive vacation time, sick days, holidays, parental leave and wedding days to allow you to take the time you need, when you need it. * Food perks: Enjoy our fully stocked kitchens, along with a weekly Seamless stipend and plenty of catered meals each week. * Office culture: Thrive in our collaborative offices in New York City or Denver, in a hybrid working environment. We are dog friendly as well! * Growth and development: Lean on the diverse team to foster professional and personal growth through workshops, mentorship programs, and team building activities.  Melio builds business-to-business (B2B) payment tools so small business owners can spend less time in the back office and more time on their craft. As the fastest-growing B2B payment platform in the US, Melio is working hard to find new and better ways to help small businesses succeed in the ways that work best for them. Melio's diversity, equity and inclusion efforts have always been a top priority within our team. We are an Equal Opportunity Employer, and all of our employees encompass different strengths, experiences and backgrounds. DEI within Melio prioritizes race, gender, age, disability status, veteran status, sexual orientation, religion and many other parts that make up one's identity. Having a diverse team across all offices is key to our success, and inclusion is each #TeaMelio member's responsibility. Melio accepts job applications on an ongoing basis until the position is filled. If you are interested in applying for this job opportunity, please do so directly on our careers page (or if you’re here already, scroll down and apply now!). This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Business Development Representative, Private Equity/Private Credit

F2

ABOUT F2 F2 is the AI platform for private markets investors — purpose-built to transform how institutional teams underwrite, diligence, and deploy capital. Our AI converts messy, unstructured deal materials into investment-grade insights in minutes, helping private credit funds, commercial banks, and private equity firms make faster, more confident decisions. Backed by leading investors, including NFX and Y Combinator, we’re scaling a world-class product and engineering team to build the future of vertical AI for finance. ROLE OVERVIEW As a Business Development Representative (BDR), you’ll be on the front lines of F2 AI’s go-to-market motion, focused on generating qualified pipeline within commercial banks. You’ll identify, engage, and qualify prospective customers, setting the foundation for successful enterprise sales cycles. You’ll work closely with sales, marketing, and leadership to refine our outbound strategy and messaging, helping define how F2 AI breaks into large, regulated financial institutions. This role is ideal for a driven, curious seller early in their career who wants deep exposure to enterprise sales, AI technology, and the commercial banking landscape. WHAT YOU’LL DO As a BDR at F2, your primary mission is pipeline creation. You’ll play a critical role in identifying and qualifying leads, driving outreach campaigns, and supporting the broader sales effort. You will: * Own inbound lead management: Rapidly respond to and qualify inbound interest from GPs, lenders, and private market deal teams. * Execute outbound campaigns: Partner with Mid-Market and Enterprise AEs to design and execute outbound sequences targeting high-value accounts. * Set meetings that matter: Your success will be measured by qualified meetings set and pipeline created. * Support sales collateral creation: Collaborate with AEs and Marketing to refine messaging, tailor outreach, and build decks and 1-pagers. * Keep CRM immaculate: Ensure our pipeline is always accurate and up to date in HubSpot/Salesforce. * Learn the product and space deeply: Get fluent in private markets workflows and Arc’s differentiated AI offering. Your credibility with our buyers will be key. * Constantly iterate: Help refine the BDR playbook, report on conversion metrics, and suggest improvements across the funnel. YOU MIGHT BE A GREAT FIT IF You’re not just a lead generator—you’re a high-IQ operator who knows how to get in front of the right people and speak their language. We’re looking for someone with: * BDR or sales experience in a fast-paced, outbound-heavy environment (tech, SaaS, fintech, or AI preferred) * Domain knowledge in private credit, private equity, or commercial banking — either through direct experience or deep exposure * Entrepreneurial hustle or a founder-like mentality — you work insanely hard, thrive in ambiguity, move fast, have a positive attitude and don't need hand-holding * Strong communication skills, both written and verbal — you know how to craft a tight outbound message and hold your own on calls * Tools fluency — you’re comfortable with CRM (Salesforce, HubSpot), sales engagement platforms (e.g. Outreach, Apollo), and LinkedIn Sales Navigator * Analytical mindset — you can qualify prospects rigorously and think commercially about the funnel * Based in NYC — we believe the best work is done together, in person at our beautiful corporate HQ in NYC. You’ll have flexibility to work remotely at least 1 day per week. PREFERRED QUALIFICATIONS * Experience selling to finance personas (CFOs, deal professionals) * Background in investment banking, private credit, private equity or fund services * Interest in AI, automation, and enterprise software WHY F2 * Join a fast-growing AI startup reshaping workflows in private markets and finance. * Be part of a small, high-impact team where your design decisions influence product strategy. * Competitive compensation with equity upside and benefits. * Collaborative, mission-driven culture that values craftsmanship, curiosity, and rapid iteration.

Lead Product Manager

Junior

👶 ABOUT JUNIOR We're building cutting-edge LLM-powered tools that supercharge investment research for the world's most demanding deal teams. Our clients include several of the top 10 global private equity firms, Big 4 professional services firms, and leading consulting practices: organisations responsible for deploying billions of dollars annually. We're a profitable, bootstrapped company with a growing team of ~44 people based in London and New York. We 10x'd our revenue in 2025 and are on track to grow 2-3x again this year. Junior saves clients an average of 10 hours per week, and we're expanding fast into new verticals including investment banking, hedge funds, and research firms. 💡 ROLE DESCRIPTION We’re hiring our third Lead Product Manager to own the core research workflow and a help build a product team to build 0-1 add-on products. This is a high-ownership individual contributor role: you’ll run the day-to-day product execution loop - aligning with Customer Success, users, engineering and design on specs and tradeoffs, driving QA, and shipping frequently. The right person will have an opportunity to grow into a leadership role as the company grows. ✅ WHAT YOU’LL DO * Own the roadmap and execution for the core research workflow * Work closely with Customer Success and users to understand workflows, pain points, and what “great” looks like * Partner with Engineering + Design to prioritize, scope, and ship quickly * Drive QA and release readiness: testing plans, bug triage, launch checklists, and iteration plans * Keep stakeholders aligned (founders, engineering, design, CS) through lightweight, high-signal communication * Join sales and CS calls to demo the product and new features, explain capabilities clearly, and translate customer needs into product priorities 📈 WHAT SUCCESS LOOKS LIKE * Shipping velocity increases (more high-quality releases, faster iteration loops) - goal is to ship 1 major new feature per week * Adoption of new features and modules improves (users discover them, use them, and keep using them) * Customer responsiveness improves (faster feedback → clearer decisions → shipped fixes and improvements) 🔧 SAMPLE SET OF PROJECTS * Interview guide generation: understand how teams create structured interview guides at the start of each project; define the right structure and workflow; work with design / engineering on an AI-assisted guide creation experience; iterate with users on prototype, roll out, drive awareness, and measure usage. * Live transcription: work with users and CS to validate the need for faster transcript access and higher visibility during calls; align with engineering on feasibility and approach; partner with design on how to surface live transcripts; pilot with early users, plan rollout, and track usage metrics. * Call anonymization: work with consulting clients and CS to surface current process of manually creating anonymized versions of transcripts; define what specific parts must be anonymized; partner with design/engineering to implement the anonymization flow make it easily discoverable / intuitive - then run customer testing, QA the release, launch, and track adoption/usage. 🔥 ABOUT YOU * 5+ years of experience shipping SaaS products in fast-moving teams (B2B is a plus, strong B2C also welcomed) * Strong product execution: make good tradeoffs, unblock teams, focus on MVP and ship often * You have built something 0→1 and can clearly walk us through what you owned end-to-end — from problem discovery and MVP scope through launch, iteration, and impact. * You’re close to customers and comfortable working directly with users and senior stakeholders. You will be selling products. * You’re a builder: you’re happy to get into the details and use Claude Code / Codex to make tweaks. * You prefer low ceremony / high accountability and avoid process-for-process’ sake * Excellent written and verbal communication * NYC-based and excited to work 5 days per week in-office * Bonus but not required: you have worked in a large consulting firm in the past 🌵 BENEFITS All the usual benefits (competitive pay and equity, private healthcare etc). Unusual benefits: * Gym membership * In-office cook * Summers working in Greece by the beach