Business Development Representative - Banking & Wealth

Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win.

You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience.

In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status quo, and has a deep interest in advancing their career in fintech sales.

RESPONSIBILITIES

- Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the Banking & Wealth verticals.

- Liaising with Marketing to provide feedback on B&W-specific campaigns and designing new outbound efforts.

- Identifying prospects and building pipelines through outbound campaigns targeted at decision-makers in digital banking, wealth management, and brokerage operations.

- Helping new clients get started with Plaid and answering questions about our products, specifically around account funding, investment data, and open banking connectivity.

- Identifying the most promising sub-verticals (e.g., credit unions, RIA platforms, digital brokerages) to help drive increased revenue opportunity.

QUALIFICATIONS

- 1-3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company).

- Leading high-level conversations with banking and wealth management stakeholders.

- The ability to evangelize Plaid’s value proposition in order to assess buying interest from traditional and modern financial institutions alike.

- The ability to thrive in a high customer volume, time-sensitive environment.

- Having a relentless mindset and unwillingness to quit.

- Proficiency in using Salesforce.com http://Salesforce.com or other CRM.

- Experience working with customers and explaining technical products. Strong interest in the financial services industry, market trends, and technical products; a high degree of intellectual curiosity.

- Excitement to work in a high-growth environment and to help build processes and tools as needed.

- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs (specifically our Investments, Auth, and Identity products).

Note on Applying: Please submit only one application across our New Business postings. Choose the segment that best matches your experience, and our hiring team will determine which of the four segments is the best overall fit for your background.