Business Development Representative (Banking & Wealth)

Join Plaid as a Business Development Representative for the Banking & Wealth segment. In this role, you will be responsible for prospecting new clients, driving engagement, and nurturing early opportunities. You will work closely with Account Executives and Marketing to identify prospects and build pipelines. The ideal candidate has experience in sales, a strong interest in the financial services industry, and a desire to advance their career in fintech sales.

• Identifying and targeting new clients in the Banking & Wealth segment, including traditional banks, credit unions, wealth-tech platforms, and digital brokerages.
• Driving engagement and setting opportunities for Account Executives by taking qualification calls and nurturing early opportunities.
• Collaborating with Marketing to provide feedback on Banking & Wealth-specific campaigns and designing new outbound efforts.
• 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 it can have on modernizing the banking and investment experience
• The ideal candidate is customer-centric, resilient, challenges the status quo, and has a deep interest in advancing their career in fintech sales
• Leading high-level conversations with banking and wealth management stakeholders
• The ability to thrive in a high customer volume, time-sensitive environment
• Having a relentless mindset and unwillingness to quit
• Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs (specifically our Investments, Auth, and Identity products)
• Excitement to work in a high-growth environment and to help build processes and tools as needed
• Proficiency in using <Salesforce.com> or other CRM
• 1-3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company)
• 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
• The ability to evangelize Plaid’s value proposition in order to assess buying interest from traditional and modern financial institutions alike
• 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!