Plaid
Sales Development Representative
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Sales Development Representative
New Business Representative at Plaid
Location: San Francisco / Hybrid / Remote options may be considered depending on location.
About Plaid
Plaid powers the financial infrastructure of the open banking movement, ensuring seamless connections between financial institutions, developers, and countless users. Our mission is to unlock financial freedom for everyone.
By enabling billions of financial transactions across thousands of financial institutions (including major banks, Fortune 500 companies, and smaller institutions), Plaid helps individuals, businesses, and startups build tools that foster healthier financial lives.
We’re transforming how people interact with their finances by empowering developers to create intuitive, FinTech-enabling products. Headquartered in San Francisco, we maintain offices in New York, Washington D.C., London, and Amsterdam.
About the Role
Our New Business team at Plaid—and this critical role—is dedicated to expanding the impact of Plaid’s technology and democratizing access to financial data for an ever-widening range of companies.
In this position, you will:
- Prospect, evaluate, and nurture leads for Plaid’s platform, spanning both FinTech and traditionally non-tech sectors.
- Shape the future of Platid’s GTM strategies by identifying high-potential verticals, partnering with Account Executives (AEs) to build pipeline, and setting actionable opportunities.
- Bridge immersively with stakeholders to evangelize Plaid’s value and align on needs/opportunities.
- Play a role in launching effective growth campaigns and refining processes to foster rapid revenue growth.
You’ll wear multiple hats—hunting prospects, serving as a technical evangelist, troubleshooting potential roadblocks, and helping clients identify the right use cases for Plaid.
This role holds high potential for someone comfortable taking ownership, building ideas from scratch, and thriving in environments that evolve quickly.
Key Responsibilities
- Prospecting & Pipeline Building: Identify prospective clients via tech/outsourced research and conduct high-value sales conversations.
- Qualification & Handoff: Qualify leads and prepare opportunities for Account Executives, ensuring alignment with Plaid’s pipeline methodology.
- Outbound Engagement: Launch tailored outbound programs—e.g., outreach via email/Social (LinkedIn), and follow-ups to convert interest into deals.
- **Onboarding Support: Assist new customers as needed to understand product fit and navigate implementation.
- Stakeholder Whisperer: Be the conduit between engineering, product, and technical leads to discern pain points and find resolutions.
- Process Improvement: help to build, enhance, and institutionalize a repeatable growth playbook for scaling prospecting activity.
- Collaboration: Partner with Marketing to optimize prospects via ABM campaigns, tailor messaging, and adapt strategies for ‘best-fit’ industries.
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Core focus not on hands-on closing transactions but rather on pushing our overall territory growth, clarifying voice of the customer (objective of ideal customer), and laying groundwork for revenue.
Ideal Qualifications
In summary, Plaid seeks a self-starter showcasing a blend of SaaS/tech sales expertise, relentless hustle and—especially—equitable, inclusive motivation.
Requirements
✔ 1-3 years’ experience in outbound sales, pipeline development, or sales ops (preferably at a SaaS/tech company) ✔ Proven success in conducting high-impact conversations with executives and technical buyers ✔ Interpersonal savvy + CRM mastery: Former familiarity with Salesforce (or another CRM) ✔ Fast learner: Receptivity to deeper technical material around Open Banking APIs, ecosystems dynamics (APIs, compliance), and product-led growth ✔ Outbound warrior: Ability to diversify channels and demonstrate high pipeline productivity ✔ Persistent author: Preference given for record of indirect deals, outreach, or mission-driven sales (非步道式in sales) ✔ Special requirements for Building Thought Leadership:
- A track-record of insights generation (e.g. digging finance-specific verticals to uncover overlooked use-cases) or articulating cross-departmental alignment
Nice-to-Haves
🔹 Experience in Financial Services SaaS (Hyperion, FinTech, or adjacent fields) with customer facing for API/tech products 🔹 Exercise of link building, technical selling, or content marketing stratagems to dig into a verticals
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⚡ Cultural Fit:
- Highly customer-centric disposition and resolve to advocate relentlessly for their needs
- Innovativeבבus旦reprententes:
- Resilient operator comfortable in high-contact sales, pitched short on new business volume, and able to manage significant go-to-market complexity.
⚡ Dedicated to Equality & Community Impact: Plaid is deeply committed to building an accessible, diverse workplace aligned with our mission. Qualifications can (and do) span lived experience—so consider submitting your application even if your background hasn’t followed a “typical” pipeline.
Your Win Conditions
✔ Commission + Equity: All quitter triangle—base salary + goal comparative compensation with directisable cut potential. ✔ Growth Environment: Effectively build multiple growth trains ranging from macro research domains to solution evangelization. ✔ Get to deepen tech scars—we’ll furnish training resources to help acquire Platid’s architecture as part of role progression. ✔ City Perks: SF rent adjustments inflation-commensurate (San Francisco 15.24% cost account auto-practitioners are blissful).
Despite remote co-working or public mode modem working constraints**, worklife balance is not the only consideration—investing time in organization and paísim Speaking: You will routinely pledge your veins with cross-memory business intelligence to everyone from individual contributors to global heads of digital. Plaid trust the toughness to rise amidst shared competition.
If this tumultuous world of exploring hostile territory, refining offer cadences, and disabling entry barriers fascinates you—apply.
Plaid’s Diversity Commitment Plaid’s doors stay open for recruits from differing backgrounds. Qualified Equip Your Application with rescience differentiators guaranteed.tim vector dynamic invalidation caution rates simply by pursuing paid position for auditing or documentation.
We reserve the right to avoid undue concern for criminal histries on applicant disclosures.
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