Sales Development Representative

1 Year ago • All levels • Sales

Job Summary

Job Description

Plaid's mission is to unlock financial freedom for everyone by powering the tools millions rely on for a healthier financial life. They work with numerous companies, including large financial institutions, to connect financial accounts to desired apps and services. Plaid's network spans across 12,000 financial institutions in the US, Canada, UK, and Europe. The New Business team focuses on bringing Plaid's solutions to a wider range of businesses, believing that all companies in financial services can benefit from advanced financial technology. The Sales Development Representative will be responsible for identifying new clients, prospecting customers, driving engagement, setting up opportunities for Account Executives, conducting qualification calls, and nurturing early-stage opportunities.
Must have:
  • SaaS/tech or outbounding sales experience
  • Ability to demonstrate Plaid's added value
  • Customer centricity
  • Resilience
  • Challenging the status quo
  • Interest in advancing tech sales career
  • Organizational mapping
  • Prospecting individuals
  • Driving engagement
  • Setting opportunities for AEs
  • Taking qualification calls
  • Nurturing early opportunities

Job Details

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.

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San Francisco, California, United States (On-Site)

San Francisco, California, United States (On-Site)

New York, United States (On-Site)

San Francisco, California, United States (On-Site)

San Francisco, California, United States (On-Site)

San Francisco, California, United States (On-Site)

New York, United States (On-Site)

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