FinTech SaaS New Business Development Rep

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

Benefits offered by this job

Equity

401(k) plan

Job summary

Plaid is expanding its New Business team in San Francisco to prospect digital-native fintechs, neobanks, and personal finance apps. You’ll drive outbound activities, map organizations, and set opportunities for Account Executives.

This role rewards a customer-centric, resilient mindset and excitement for the fintech ecosystem. The ideal candidate thrives in a fast-paced SaaS environment, can articulate Plaid’s API value, and collaborates across marketing and product teams to unlock growth in a

Qualifications

• 1–3 years of experience in pipeline development and/or sales at SaaS/Fintech or developer-first tech companies.
• Leading high-level conversations with tech-savvy founders, product managers, and engineering stakeholders.
• Evangelizing Plaid’s value proposition to assess buying interest from fast-moving, digital-first innovators.
• Thriving in a high customer volume, time-sensitive environment.
• Proficiency with Salesforce.com or other CRMs.
• Experience explaining deeply technical Plaid products and APIs to customers.
• Interest in fintech landscape, startup funding trends, and API architecture.

Responsibilities

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

Skills

Pipeline development

Sales experience

Outbound selling

Salesforce CRM

Technical product knowledge

Tools

Salesforce

Job description

Plaid is expanding its New Business team in San Francisco to prospect digital-native fintechs, neobanks, and personal finance apps. You’ll drive outbound activities, map organizations, and set opportunities for Account Executives.

This role rewards a customer-centric, resilient mindset and excitement for the fintech ecosystem. The ideal candidate thrives in a fast-paced SaaS environment, can articulate Plaid’s API value, and collaborates across marketing and product teams to unlock growth in a