Sales Development Representative

About Plaid

Plaid is dedicated to transforming how people interact with their finances by building essential tools for developers. We empower millions to manage their financial lives through the services built on our platform. Serving thousands of companies, including major financial institutions and Fortune 500 firms, Plaid simplifies the connection of financial accounts to various applications. Our network spans 12,000 financial institutions across the US, Canada, UK, and Europe. Founded in 2013 and headquartered in San Francisco, Plaid also has 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 across diverse businesses by highlighting the transformative potential of financial technology. As a New Business Representative, you will be instrumental in identifying and engaging new clients. We are seeking ambitious sales professionals with experience in SaaS/tech sales and/or outbound prospecting. Your role will involve strategic account mapping, identifying key contacts, initiating engagement, qualifying leads for Account Executives, and nurturing early-stage opportunities. The ideal candidate is customer-focused, resilient, challenges conventional approaches, and is eager to advance their career in technology sales.

Responsibilities

• Act as a vital member of the Plaid Go-To-Market team, supporting Account Executives in acquiring new business.
• Collaborate with the Marketing department to provide feedback on current 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 significant revenue growth.

Qualifications

• Possess 1-3 years of experience in pipeline development and/or sales, ideally within a SaaS company.
• Demonstrate the ability to conduct high-level discussions with business stakeholders.
• Effectively communicate Plaid’s value proposition to gauge customer interest and potential.
• Thrive in a fast-paced environment with high customer interaction volume and tight deadlines.
• Exhibit a persistent and determined approach to achieving sales goals.
• Proficiency in using Salesforce.com or similar CRM systems.
• Experience in client interaction and explaining complex technical products, coupled with a strong interest in financial services and technology, and a high degree of intellectual curiosity.
• Enthusiasm for working in a high-growth setting and contributing to the development of processes and tools.
• A strong desire to deepen technical understanding and master Plaid's APIs.

Additional Information

Plaid is committed to fostering a diverse and inclusive workplace. We encourage applications from individuals with diverse backgrounds and experiences, even if they don't perfectly match every qualification. We believe that unique perspectives strengthen our team. Plaid is an equal opportunity employer and does not discriminate based on race, color, national origin, ethnicity, religion, sex, sexual orientation, gender identity, age, veteran status, disability, or any other protected characteristic. We consider applicants with criminal histories in accordance with applicable laws. Plaid offers reasonable accommodations 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 a 401(k) plan. Compensation is determined by factors including job scope, responsibilities, candidate experience, skillset, and location. Pay and benefits are subject to change.

Compensation Range: $106,000 - $91,995