Sales Development Representative, Plaid

$74.9k

Plus equity and commission

Salesforce

Junior and Mid level

San Francisco Bay Area

1-5 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

FintechB2BBankingInternal toolsSaaSAPI

Open for applications

$74.9k

Plus equity and commission

Salesforce

Junior and Mid level

San Francisco Bay Area

1-5 days a week in office

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Company mission

To unlock financial freedom for everyone.

Job

Company

Role

Who you are

The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales
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 productsInterest 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

What the job involves

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
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
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

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

Top investors

40% female employees

-15% employee growth in 12 months

Glassdoor (4.1)

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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