Sales Development Representative at Plaid

New York, New York, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

FinTech, Financial ServicesIndustries

Requirements

1-3 years of experience in pipeline development and/or sales (preferably at SaaS company)
Leading high-level conversations with business stakeholders
The ability to evangelize Plaid’s value proposition in order to assess buying interest
The ability to thrive in a high customer volume, time-sensitive environment
Having a relentless mindset and unwillingness to quit
Proficiency in using Salesforce.com or other CRM
Experience working with customers and explaining technical products
Interest in financial services and technical products; a high degree of intellectual curiosity
Excitement to work in a high-growth environment and to help build processes and tools as needed
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
Customer centric, resilient, challenges the status quo
Extraordinary sales professionals with SaaS/tech and/or outbound selling experience

Responsibilities

Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business
Liaising with Marketing to provide feedback on campaigns and design new efforts
Identifying prospects and building pipeline through outbound campaigns
Helping new clients get started with Plaid and answering questions about our products
Identifying the most promising verticals to help drive increased revenue opportunity
Organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities

Skills

Key technologies and capabilities for this role

Outbound SalesProspectingPipeline DevelopmentSaaS SalesQualification CallsOrganizational MappingFinTech Sales

Questions & Answers

Common questions about this position

What is the salary for the Sales Development Representative position?

This information is not specified in the job description.

Is this a remote position or does it require office work?

The position is hybrid.

What experience and skills are required for this role?

1-3 years of experience in pipeline development and/or sales (preferably at a SaaS company), proficiency in Salesforce.com or other CRM, leading high-level conversations with business stakeholders, and the ability to evangelize Plaid’s value proposition are required.

What is the company culture like at Plaid?

Plaid offers a high-growth environment where employees help build processes and tools, work with a New Business team focused on expanding fintech adoption, and contribute to a mission-driven culture unlocking financial freedom.

What makes a strong candidate for this Sales Development Representative role?

Strong candidates have 1-3 years of SaaS sales experience, a relentless mindset, customer-centric approach, proficiency in CRM tools like Salesforce, and genuine interest in financial services and technical products.

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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