Business Development Representative - Fintech

Segment (Twilio); New York (NY); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Equity

Commission

Benefits package

Job summary

Plaid is seeking a New Business Representative in FinTech to help us bring Plaid to a broader set of fintech customers. You will work with Account Executives to hunt new business and partner with Marketing on outbound campaigns.

You will engage with fintech founders, engineering leaders, and product leaders to build pipelines and explain how Plaid APIs integrate into existing stacks. You will stay curious about fintech trends such as embedded finance and alternative underwriting, while thriving

Qualifications

• 1–3 years of experience in pipeline development and/or sales, preferably at a SaaS, Fintech, or developer‑first tech company.
• Leading high‑level conversations with tech‑savvy founders, product managers, and engineering stakeholders.
• Evangelize Plaid’s value proposition to assess buying interest from fast‑moving, digital‑first innovators.
• Thrive in a high customer volume, time‑sensitive environment.
• Desire to get more technical and master Plaid's developer ecosystem (Auth, Balance, Identity, Income, Signal).

Responsibilities

• Act as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the FinTech ecosystem.
• Liaise with Marketing to provide feedback on fintech campaigns and design outbound efforts.
• Identify prospects and build pipelines through targeted outbound campaigns to fintech founders, heads of engineering, and product leaders.
• Help new clients get started with Plaid and answer technical questions about API integration into existing stacks.
• Identify emerging fintech trends to drive revenue opportunities.

Skills

Pipeline development

Sales conversations

CRM proficiency

Fintech knowledge

Tools

Salesforce.com

Job description

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. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

New Business Representative – FinTech

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 the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. In this role you will help us achieve this vision by forging the path to finding new clients and prospecting digital‑native fintechs, neobanks, alternative lending platforms, and personal finance applications for us to target.

Responsibilities

• Act as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the fast‑paced FinTech ecosystem.
• Liaise with Marketing to provide feedback on fintech‑specific campaigns and design new, cutting‑edge outbound efforts.
• Identify prospects and build pipelines through outbound campaigns targeted at fintech founders, heads of engineering, and product leaders.
• Help new clients get started with Plaid and answer technical questions about how our APIs integrate into their existing stacks.
• Identify emerging fintech trends, business models, and sub‑verticals (e.g., embedded finance, Web3, alternative underwriting) to help drive increased revenue opportunity.

Qualifications

• 1‑3 years of experience in pipeline development and/or sales, preferably at a SaaS, Fintech, or developer‑first tech company.
• Leading high‑level conversations with tech‑savvy founders, product managers, and engineering stakeholders.
• The ability to evangelize Plaid’s value proposition to assess buying interest from fast‑moving, digital‑first innovators.
• The ability to thrive in a high customer volume, time‑sensitive environment.
• A relentless mindset and an unwillingness to quit when penetrating competitive markets.
• Proficiency in using Salesforce.com or other CRM.
• Experience working with customers and explaining deeply technical products.
• Strong interest in the broader fintech landscape, startup funding trends, and API architecture; a high degree of intellectual curiosity.
• Excitement to work in a high‑growth environment and to help build agile processes and tools as needed.
• Desire to get (more) technical and ability to master the ins and outs of Plaid's entire developer ecosystem (including Auth, Balance, Identity, Income, and Signal).

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 doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be 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, sexual stereotypes, age, military or veteran status, disability, or other applicable 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 [e-mail]. Please review our Candidate Privacy Notice here.

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, candidate's 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.