Business Development Representative - Banking & Wealth

Plaid
New York, Raleigh, San Francisco
Workplace: HybridFull timeUSD 91,995 - 106,971 annuallyFunction: Business Development & PartnershipsSkills: ["Customer-centric","Resilience","Communication","Intellectual curiosity","Relentless mindset"]

Help Plaid expand its Banking & Wealth segment by prospecting and building pipelines for new client opportunities. You’ll target decision-makers across digital banking, wealth management, credit unions, and brokerages, support Account Executives with qualifications and opportunity setting, and partner with Marketing on outbound campaigns. You’ll also help new clients get started by answering questions about Plaid, including account funding, investment data, and open banking connectivity.

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Plaid
Plaid
1 month ago

Business Development Representative - Banking & Wealth

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Last checked: 11 hours agoStatus: Live

Job Summary

Help Plaid expand its Banking & Wealth segment by prospecting and building pipelines for new client opportunities. You’ll target decision-makers across digital banking, wealth management, credit unions, and brokerages, support Account Executives with qualifications and opportunity setting, and partner with Marketing on outbound campaigns. You’ll also help new clients get started by answering questions about Plaid, including account funding, investment data, and open banking connectivity.
Location: New York, Raleigh, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Business Development & Partnerships
Seniority: Entry level

Key Responsibilities

  • •Act as a key member of the Plaid GTM team supporting Account Executives on new business within Banking & Wealth.
  • •Liaise with Marketing to provide feedback on B&W 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 account funding, investment data, and open banking connectivity.
  • •Identify promising sub-verticals (e.g., credit unions, RIA platforms, digital brokerages) to drive revenue opportunities.

Pay and Benefits

Salary: USD 91,995 - 106,971 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •1-3 years of experience in pipeline development and/or sales (preferably at a SaaS or fintech company).
  • •Ability to lead 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.
  • •Ability to thrive in a high customer volume, time-sensitive environment.
  • •Proficiency in using Salesforce.com or other CRM, plus experience explaining technical products to customers.
Experience:FintechSaaSFinancial servicesOpen banking
Skills:Customer-centricResilienceCommunicationIntellectual curiosityRelentless mindset
Tech Stack:Salesforce.comCRMPlaid APIsInvestments APIAuthIdentity

Company Brief

Plaid
Provides APIs that enable applications to connect with users’ bank accounts, verify financial data, and power payment and account verification workflows for fintechs and financial services companies.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2013
WebsiteLinkedIn