Business Development Representative (Banking & Wealth)

Requirements

• 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,
• The ideal candidate is customer-centric, resilient, challenges the status quo, and has a deep interest in advancing their career in fintech sales,
• 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 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),
• We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

What the job involves

• 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,
• 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,
• 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