Channel Business Development Manager, Plaid
Banking and Wealth
$153.6-182.4k
OTE
More information about location
2+ days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Open for applications
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Open for applications
$153.6-182.4k
OTE
More information about location
2+ days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 4 years of experience in inside sales, SDR/BDR, partnerships, sales enablement, or a related GTM role — fintech or financial services experience is a plus
- Early track record of contributing to pipeline or revenue in a team-oriented sales environment
- Strong written communication skills with an ability to translate product and technical concepts into clear, compelling narratives for sales audiences
- Organized and detail-oriented — comfortable managing multiple workstreams, maintaining CRM hygiene, and producing accurate pipeline reports
- Comfortable facilitating training sessions or enablement presentations in front of partner teams
- Collaborative and eager to learn — comfortable supporting senior teammates while also taking ownership of defined work independently
- Familiarity with the open banking, financial data, or payments ecosystem is a plus, but not required
- Working knowledge of APIs or a curiosity to understand how Plaid works under the hood
What the job involves
- Plaid’s GTM Partnerships team unlocks “one to many” customer relationships with technology platforms to allow more end customers and consumers to benefit from Plaid’s solutions
- Channel Sales Development managers are aligned with specific revenue segments, in this case supporting our banking and wealth partners
- Plaid is looking for a Channel Business Development & Enablement Manager to help power growth through our partner ecosystem
- In this role, you'll sit at the intersection of sales, marketing, and partnerships — working closely with partner GTM teams to drive pipeline, equip them with the tools and content they need to win, and ensure Plaid is the go-to choice for every relevant opportunity in a partner's book of business
- You'll work in close partnership with senior members of the Partnerships and Sales teams, taking ownership of key workstreams while developing the skills to grow into a broader strategic partnerships sales or account management role over time
- Sales Enablement. Equip partner GTM teams with the training, content, and tools they need to effectively pitch and sell Plaid — including onboarding, ongoing education, and a library of sales assets like pitch decks and battle cards
- Pipeline Development. Collaborate with partner sales teams to drive pipeline growth through targeted campaigns, outbound strategies, and co-selling support, while maintaining visibility into partner-sourced and influenced opportunities
- Channel Management. Serve as the connective tissue between Plaid and its partner ecosystem — minimizing channel conflict, facilitating communication, and ensuring deal velocity is maintained across all partner relationships
- Strategic Insights & Feedback. Act as the voice of the partner internally, surfacing patterns in objections, competitive dynamics, and product gaps to key stakeholders across Product, Marketing, and GTM teams
Our take
Plaid builds infrastructure that allows consumers to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with over 12,000 financial institutions in the US, Canada, the UK and Europe. And about a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs).
The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts. This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
- Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
- Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(Co-Founder & CEO)Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.
Salary benchmarks
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