Plaid
Overview
At Plaid, our mission is to unlock financial freedom for everyone. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
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 company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are.
Role Outline You’ll be the one helping us achieve this vision. As a New Business Representative, you’ll forge the path to finding new clients and prospect new customers 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 FinTech and non-FinTech alike. 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 an interest in advancing their career in tech sales.
Qualifications
1-3 years of experience in pipeline development and/or sales (preferably at SaaS company)
Leading high-level conversations with business stakeholders
The ability to evangelize Plaid’s value proposition in order to assess buying interest
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; interest in financial services 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
Responsibilities
Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business
Liaising with Marketing to provide feedback on campaigns and design new efforts
Identifying prospects and building pipeline through outbound campaigns
Helping new clients get started with Plaid and answering questions about our products
Identifying the most promising verticals to help drive increased revenue opportunity
Compensation & Benefits Target base salary for this role is $74,850 per year. Additional compensation in the form of equity and/or commission is 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 scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of applicable compensation or benefit plans.
Legal & Inclusion Plaid is an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, age, military or veteran status, disability, or other legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here.
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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 company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are.
Role Outline You’ll be the one helping us achieve this vision. As a New Business Representative, you’ll forge the path to finding new clients and prospect new customers 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 FinTech and non-FinTech alike. 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 an interest in advancing their career in tech sales.
Qualifications
1-3 years of experience in pipeline development and/or sales (preferably at SaaS company)
Leading high-level conversations with business stakeholders
The ability to evangelize Plaid’s value proposition in order to assess buying interest
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; interest in financial services 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
Responsibilities
Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business
Liaising with Marketing to provide feedback on campaigns and design new efforts
Identifying prospects and building pipeline through outbound campaigns
Helping new clients get started with Plaid and answering questions about our products
Identifying the most promising verticals to help drive increased revenue opportunity
Compensation & Benefits Target base salary for this role is $74,850 per year. Additional compensation in the form of equity and/or commission is 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 scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of applicable compensation or benefit plans.
Legal & Inclusion Plaid is an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, age, military or veteran status, disability, or other legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here.
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