New Business Associate - Inbound at Plaid

New York, New York, United States

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Not SpecifiedCompensation

Entry Level & New Grad, Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

Exceptional communication and interpersonal skills
Interest in financial services and technical products, a desire to get more technical, and the ability to learn the ins and outs of Plaid's APIs
Strong problem-solving abilities and a customer-centric mindset
A positive attitude, resilience, and a passion for continuous learning
Excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes
This role is not eligible for visa sponsorship

Responsibilities

Manage inbound leads and own outreach to new companies, serving as the primary point of contact for new customers
Help new developers get started with Plaid and answer questions about our products
Identify the most promising developers and verticals to help us grow
Work with our product and engineering teams to integrate customer and product feedback
Collaborate closely with growth marketing to provide feedback and strategize on new content campaigns

Skills

Key technologies and capabilities for this role

Inbound Lead ManagementSales OutreachOpportunity QualificationDeveloper OnboardingProduct KnowledgeCustomer FeedbackCross-functional CollaborationGrowth Marketing

Questions & Answers

Common questions about this position

What is the salary for this New Business Associate position?

The target base salary for this position is $50,616 per year, which will vary based on the job's location across four geographic zones.

Is this role remote or hybrid, and where are the offices located?

This is a hybrid role (#LI-Hybrid), with Plaid headquartered in San Francisco and offices in New York, Washington D.C., London, and Amsterdam. Salary varies by location across specific US geographic zones.

What skills are required for the New Business Associate role?

Key skills include exceptional communication and interpersonal skills, interest in financial services and technical products with a desire to learn Plaid's APIs, strong problem-solving abilities, customer-centric mindset, excellent time-management, and a positive attitude with resilience.

What is the company culture like at Plaid?

Plaid has a fast-paced environment where the sales team combines deep product and industry knowledge, emphasizes collaboration with marketing, sales, business operations, product, and engineering teams, and values customer-centric, goal-oriented, and collaborative team players.

What makes a strong candidate for this role?

A strong candidate is customer-centric, goal-oriented, collaborative, excited about fintech, possesses exceptional communication, problem-solving, time-management skills, and a passion for learning technical products like Plaid's APIs. Note that this role does not offer visa sponsorship.

Plaid

Connects financial accounts to apps securely

About Plaid

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that supports various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

San Francisco, CaliforniaHeadquarters

2013Year Founded

$714.3MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.

Risks

Increased competition from API-based banking solutions like FIS's Code Connect platform.

Potential legal challenges, such as PNC's lawsuit over trademark issues.

Demand for enhanced transparency and security in financial data sharing.

Differentiation

Plaid offers seamless financial data integration through robust APIs for diverse clients.

Plaid's Pay by Bank for Bill Pay provides a cost-effective recurring payment solution.

Plaid's strategic partnerships enhance its value proposition in payroll and payment sectors.

Upsides

Plaid's expansion into the Triangle area indicates growth and increased hiring potential.

Partnership with Dwolla enhances Plaid's presence in the secure payments sector.

Collaboration with Ansa expands market reach through pay-by-bank capabilities for merchants.

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