Business Development Representative - Banking & Wealth

Plaid · All Departments

Pay: $91,995–$106,971
Where: New York City Office
Posted: Jul 8

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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.

What you'd do

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.

What they want

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).