Business Development Representative - Banking & Wealth
$91,995–$106,971 year
RemoteUnited States
United StatesRemoteFull Time$91,995–$106,971 yearLarge
Full TimeLarge
Job Summary
Support Account Executives hunting new business within Banking & Wealth verticals by acting as a key member of the GTM Team. Liaise with Marketing to provide feedback on campaigns and design new outbound efforts. Identify prospects and build pipelines through targeted outreach to decision-makers in digital banking, wealth management, and brokerage operations. Help new clients get started with Plaid, answering questions about account funding, investment data, and open banking connectivity. Identify promising sub-verticals such as credit unions and RIA platforms to drive increased revenue opportunity.
Required Qualifications
- 1-3 years of experience in pipeline development and/or sales
- preferably at a SaaS or Fintech company
- Leading high-level conversations with banking and wealth management stakeholders
- The ability to evangelize Plaid's value proposition in order to assess buying interest from traditional and modern financial institutions alike
- 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
- Experience working with customers and explaining technical products
- Strong interest in the financial services industry, market trends, 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 (specifically our Investments, Auth, and Identity products)
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