Fintech New Business Rep for Banking & Wealth

Plaid; San Francisco (CA); On-site; USD 91,995 - 106,971; Full time

Benefits offered by this job

Equity

Commission

Medical

Dental

Vision

401(k)

Job summary

Plaid is seeking a New Business Representative to help expand our Banking & Wealth footprint with banks, credit unions, wealth-tech platforms, and digital brokerages. You will map organizations, drive engagement, and set opportunities for Account Executives.

You’ll need 1–3 years in pipeline development or SaaS/Fintech sales, with proven ability to engage financial stakeholders, use CRM tools, and advocate Plaid’s value in a fast-paced, high-growth fintech environment.

Qualifications

• 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.
• Ability to evangelize Plaid’s value proposition to assess buying interest from traditional and modern financial institutions alike.
• 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 help build processes and tools as needed.
• Desire to get (more) technical and ability to learn the ins and outs of Plaid's APIs (specifically our Investments, Auth, and Identity products).

Responsibilities

• Act as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the Banking & Wealth verticals.
• Liaise with Marketing to provide feedback on B&W-specific campaigns and design new 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 (e.g., credit unions, RIA platforms, digital brokerages) to drive increased revenue opportunity.

Skills

Pipeline development

Sales experience

CRM (Salesforce.com)

Outreach selling

Financial services interest

Tools

Salesforce.com

Job description

Plaid is seeking a New Business Representative to help expand our Banking & Wealth footprint with banks, credit unions, wealth-tech platforms, and digital brokerages. You will map organizations, drive engagement, and set opportunities for Account Executives.

You’ll need 1–3 years in pipeline development or SaaS/Fintech sales, with proven ability to engage financial stakeholders, use CRM tools, and advocate Plaid’s value in a fast-paced, high-growth fintech environment.