Business Development Representative - Banking & Wealth
Prospect banks, credit unions, wealth technology platforms, and digital brokerages; map organizations, identify decision-makers, build outbound pipelines, drive engagement, qualify opportunities, support account executives, help clients get started, and identify promising banking and wealth sub-verticals.
Responsibilities
- Support Account Executives pursuing new business in Banking and Wealth.
- Provide Marketing with feedback on Banking and Wealth campaigns.
- Design outbound efforts.
- Identify prospects and build pipelines through outbound campaigns.
- Target decision-makers in digital banking, wealth management, and brokerage operations.
- Help new clients get started with Plaid.
- Answer product questions about account funding, investment data, and open banking connectivity.
- Identify promising sub-verticals to increase revenue opportunities.
Requirements
- 1–3 years of experience in pipeline development or sales.
- SaaS or fintech experience preferred.
- Ability to lead high-level conversations with banking and wealth management stakeholders.
- Ability to communicate Plaid’s value proposition and assess buying interest.
- Ability to work in a high-volume, time-sensitive environment.
- Proficiency with Salesforce.com or another CRM.
- Experience working with customers and explaining technical products.
- Interest in financial services, market trends, and technical products.
- Ability to learn Plaid’s APIs, including Investments, Auth, and Identity.
Benefits
- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)