Business Development Representative - Fintech

MoneyLion; San Francisco (CA); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Equity

Commission

Job summary

Plaid is seeking a New Business Representative to identify and prospect digital-native fintechs, neobanks, and fintech apps, showing how Plaid APIs can drive growth and user experience.

You will map organizations, engage founders and engineers, qualify opportunities for AEs, and help onboarding with our API suite across Auth, Balance, Identity, Income, and Signal.

Qualifications

• 1–3 years in pipeline development and/or sales at SaaS/Fintech/developer-first tech.
• Ability to lead high-level conversations with tech leaders.
• Evangelize Plaid’s value to assess buying interest from digital-first innovators.
• Thrive in a high-volume, time-sensitive environment.
• Relentless mindset to penetrate competitive markets.
• Proficient with Salesforce.com or other CRM.
• Experience explaining deeply technical products to customers.
• Interested in fintech landscape, funding trends and API architecture.
• Willingness to build agile processes and tools as needed.
• Desire to master Plaid’s developer ecosystem (Auth, Balance, Identity, Income, Signal).

Responsibilities

• Act as a key member of the Plaid GTM Team, supporting Account Executives hunting new business.
• Liaise with Marketing to feedback fintech campaigns and design outbound efforts.
• Identify prospects and build pipelines through outbound campaigns to fintech founders and leaders.
• Help new clients get started with Plaid and answer API integration questions.
• Identify fintech trends to drive revenue opportunities.

Skills

Pipeline development

Sales qualification

CRM Salesforce

Prospecting

Tech product knowledge

Communication

FinTech familiarity

Tools

Salesforce

Job description

You’ll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you’ll forge the path to finding new clients and prospecting digital‑native fintechs, neobanks, alternative lending platforms, and personal finance applications 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 our API suite can have on supercharging a fintech’s growth, security, and user experience.

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 a deep passion for advancing their career at the intersection of tech and finance.

Responsibilities

• Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the fast‑paced FinTech ecosystem.
• Liaising with Marketing to provide feedback on fintech‑specific campaigns and designing new, cutting‑edge outbound efforts.
• Identifying prospects and building pipelines through outbound campaigns targeted at fintech founders, heads of engineering, and product leaders.
• Helping new clients get started with Plaid and answering technical questions about how our APIs integrate into their existing stacks.
• Identifying 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 in order to assess buying interest from fast‑moving, digital‑first innovators.
• The ability to thrive in a high customer volume, time‑sensitive environment.
• Having 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 the 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.