Business Development Representative - Banking & Wealth

📋 Description

• Acting as a key member of Plaid's GTM team, supporting AEs in Banking & Wealth.
• Liaising with Marketing to design outbound campaigns.
• Identify prospects and build pipelines via outbound campaigns.
• Help new clients start with Plaid and answer product questions.
• Identify promising sub-verticals (credit unions, RIAs, digital brokerages).

🎯 Requirements

• 1-3 years in pipeline development or sales (SaaS/Fintech).
• Lead high-level conversations with banking and wealth stakeholders.
• Evangelize Plaid's value to gauge buying interest.
• Thrive in high-volume, time-sensitive environment.
• Relentless mindset; persistent and results-driven.
• Proficiency with Salesforce.com or other CRM.
• Experience explaining technical products; finance interest.
• Eager to learn Plaid APIs (Investments, Auth, Identity).

🎁 Benefits

• Equity and/or commission opportunities
• Medical, dental, and vision coverage
• 401(k) retirement plan
• Paid time off and generous PTO
• Reasonable accommodations for disabilities