Business Development Representative - Banking & Wealth

We are seeking a New Business Representative for our Banking & Wealth (B&W) segment. This role involves forging paths to new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages. Key responsibilities include:

• Acting as a key member of the Plaid GTM Team, supporting Account Executives hunting new business.
• Liaising with Marketing to provide feedback on B&W-specific campaigns and design new outbound efforts.
• Identifying prospects and building pipelines through outbound campaigns targeting 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.

About the Role

Founded in 2013, Plaid is headquartered in San Francisco with offices in New York, Washington D.C., London, and Amsterdam. We empower the transformation of how people interact with their finances by building tools and experiences used by thousands of developers. With a network covering 12,000 financial institutions across the US, Canada, UK, and Europe, Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies, including Venmo, SoFi, several Fortune 500 companies, and major banks.

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.
• A relentless mindset and unwillingness to quit.
• Proficiency in using Salesforce.com or other CRM.
• Experience working with customers and explaining technical products.
• A strong interest in the financial services industry, market trends, and technical products; a high degree of intellectual curiosity.
• An excitement to work in a high-growth environment and to help build processes and tools as needed.
• A 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).