Avatar for Plaid
Plaid
Actively Hiring
Our mission is to unlock financial freedom for everyone
  • B2B
  • Scale Stage
    Rapidly increasing operations
  • Top Investors
    This company has received a significant amount of investment from top investors
  • +4

New Business Representative

Posted: 1 year ago
Visa Sponsorship

Not Available

RelocationAllowed

About the job

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Hybrid

Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are.

You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales.

Qualifications

  • 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company)
  • Leading high-level conversations with business stakeholders
  • The ability to evangelize Plaid’s value proposition in order to assess buying interest
  • The 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 productsInterest in financial services and technical products; a high degree of intellectual curiosity
  • Excitement to work in a high-growth environment and to help build processes and tools as needed
  • Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs

Responsibilities

  • Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business
  • Liaising with Marketing to provide feedback on campaigns and design new efforts
  • Identifying prospects and building pipeline through outbound campaigns
  • Helping new clients get started with Plaid and answering questions about our products
  • Identifying the most promising verticals to help drive increased revenue opportunity

About the company

Plaid company logo

Plaid

Actively Hiring
Our mission is to unlock financial freedom for everyone201-500 Employees
  • B2B
  • Scale Stage
    Rapidly increasing operations
  • Top Investors
    This company has received a significant amount of investment from top investors
  • Valuation $1B+
    This company has a valuation of $1B or more
  • 4.9
    Highly rated
    Plaid is highly rated on Glassdoor, with 4.9 out of 5 stars
  • 4.1
    Work / Life Balance
    Employees rate Plaid 4.1/5 on Glassdoor for work / life balance
  • 4.5
    Strong Leadership
    Employees rate Plaid 4.5/5 on Glassdoor for faith in leadership
Learn more about Plaid image

Funding

AMOUNT RAISED
$734.3M
FUNDED OVER
5 rounds
Rounds
D
$425,000,000
Series D - Apr 2021+4

Perks

Healthcare benefits
Top-notch medical, life, dental, and vision insurance.
Equity benefits
We think everyone at Plaid should feel ownership over their work—literally.
Catered meals
We offer breakfast, lunch, and dinner to keep you well-fed and healthy.
Wellness benefits
Monthly wellness stipend (gym on us).
Commuter benefits
Whether you drive, bike, or take public transportation, we help cover the cost.
Learning stipend
We encourage Plaid employees to pursue personal development and growth.
Bringing people together
We foster an inclusive workplace at Plaid. Whether it’s our biweekly Plairings, Diversity & Inclusion events, regular team outings, or our annual retreat, we want there to be a little something for everyone.
Building a more efficient and inclusive financial infrastructure—together
Our values guide everything from how we treat each other to how we make decisions.

Founders

Zach Perret
Founder • 3 years
San Francisco
image
William Hockey
Founder • 3 years
San Francisco
image
View the team image

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