You9ll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you9ll 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 Plaid9s 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 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 Plaid9s APIs (specifically our Investments, Auth, and Identity products).
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn9t fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate9s work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
