Sales Development Representative, Plaid
$92k
OTE
2-3 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
$92k
OTE
2-3 days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
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 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
- We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
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
- 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
- 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
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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