Fintech New Business Development Rep

Segment (Twilio); New York (NY); On-site; USD 65,000 - 110,000; Full time

Benefits offered by this job

Equity/Commission

Medical/Dental/Vision

401(k)

Job summary

Ideal candidates have 1–3 years in pipeline development, strong CRM usage, and a customer-centric mindset. The role emphasizes outbound campaigns, collaboration with marketing, and learning Plaid’s API products.

Qualifications

• 1–3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company).
• Lead high-level conversations with banking and wealth management stakeholders.
• Ability to evangelize Plaid’s value proposition to assess buying interest from financial institutions.
• Ability to thrive in a high customer volume, time-sensitive environment.
• Willingness to learn the ins and outs of Plaid’s APIs.

Responsibilities

• Act as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within Banking & Wealth verticals.
• Liaise with Marketing to provide feedback on B&W campaigns and design outbound efforts.
• Identify prospects and build pipelines through outbound campaigns targeted at decision-makers in digital banking, wealth management, and brokerage operations.
• Help new clients get started with Plaid and answer questions about our products, specifically around account funding, investment data, and open banking connectivity.
• Identify the most promising sub-verticals to drive revenue opportunity.

Skills

Pipeline development

Outbound prospecting

SaaS sales

CRM (Salesforce)

Communication

Tools

Salesforce.com

Job description

Ideal candidates have 1–3 years in pipeline development, strong CRM usage, and a customer-centric mindset. The role emphasizes outbound campaigns, collaboration with marketing, and learning Plaid’s API products.