Sales Development Representative

About Plaid

Plaid is at the forefront of transforming how people interact with their finances, building essential tools for thousands of developers and empowering millions to manage their financial lives more effectively. We partner with numerous companies, including major financial institutions and Fortune 500 businesses, to simplify the connection of financial accounts to various applications and services. Our extensive network spans 12,000 financial institutions across the US, Canada, UK, and Europe. Established in 2013 and headquartered in San Francisco, Plaid also maintains offices in New York, Washington D.C., London, and Amsterdam.

About the Role

Join Plaid's New Business team, a group focused on expanding our reach within the financial services sector and identifying opportunities in adjacent industries that can benefit from advanced financial technology. As a New Business Representative, you will be instrumental in identifying and engaging new clients. We are seeking ambitious sales professionals with a background in SaaS/tech sales or outbound prospecting. Your role will involve understanding Plaid's value proposition, mapping organizational structures, engaging potential clients, setting up opportunities for Account Executives, conducting qualification calls, and nurturing early-stage leads. The ideal candidate is customer-focused, resilient, challenges conventional approaches, and is eager to advance their career in tech sales.

Responsibilities

• Serve as a vital member of the Plaid Go-To-Market team, supporting Account Executives in new business acquisition.
• Collaborate with the Marketing department to provide feedback on ongoing campaigns and contribute to the development of new initiatives.
• Identify potential clients and build a robust sales pipeline through proactive outbound campaigns.
• Assist new clients in their onboarding process with Plaid and address inquiries regarding our products.
• Pinpoint high-potential market segments to drive revenue growth.

Qualifications

• Possess 1-3 years of experience in pipeline development and/or sales, ideally within a SaaS company.
• Demonstrated ability to lead high-level discussions with business stakeholders.
• Skilled in articulating Plaid's value proposition to gauge customer interest.
• Capacity to excel in a fast-paced environment with high customer volume and tight deadlines.
• Exhibit a persistent and determined approach to sales.
• Proficient in using Salesforce.com or similar CRM systems.
• Experience interacting with customers and explaining complex technical products. A strong interest in financial services and technology, coupled with intellectual curiosity, is essential.
• Enthusiasm for working in a high-growth setting and contributing to process and tool development.
• A keen interest in developing technical expertise and a capacity to quickly learn Plaid's API functionalities.

Additional Information

Plaid is committed to fostering a diverse and inclusive workplace. We encourage applications from individuals with diverse backgrounds and experiences, recognizing that valuable qualifications can stem from both professional and lived experiences. We welcome candidates who may not perfectly match every qualification listed. Plaid is an equal opportunity employer and does not discriminate based on race, color, national origin, ethnicity, religion, sex, sexual orientation, gender identity, age, disability, veteran status, or any other protected characteristic. We consider applicants with criminal histories in accordance with applicable laws. Reasonable accommodations are available for candidates with disabilities during the application and interview process. Please contact accommodations@plaid.com for assistance.

Additional compensation, such as equity and/or commission, may be offered based on the specific role. Plaid provides a comprehensive benefits package, including medical, dental, vision, and 401(k). Compensation is determined by factors including job scope, responsibilities, candidate experience, skillset, and location. Pay and benefits are subject to change.

Compensation Range: $106 - $91,995