New Business Associate - Inbound

About the role

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life.

We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe.

Founded in 2013, the company is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

Our sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be FinTech actually are.

You'll be the one helping us achieve this vision. As a New Business Associate, you'll manage inbound leads and be the first point of contact for most new companies we work with. You'll handle the entire opportunity qualification cycle and work closely with marketing, sales, and business operations to drive successful progress towards our revenue acquisition goals. The ideal candidate is customer centric, goal-oriented, a collaborative team player, and excited to work in a fast-paced environment.

Responsibilities

• Manage inbound leads and own outreach to new companies, serving as the primary point of contact for new customers
• Help new developers get started with Plaid and answer questions about our products
• Identify the most promising developers and verticals to help us grow
• Work with our product and engineering teams to integrate customer and product feedback
• Collaborate closely with growth marketing to provide feedback and strategize on new content campaigns

Qualifications

• Exceptional communication and interpersonal skills
• Interest in financial services and technical products, a desire to get more technical and the ability to learn the ins and outs of Plaid's APIs
• Strong problem-solving abilities and a customer-centric mindset
• A positive attitude, resilience, and a passion for continuous learning
• Excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes

This role is not eligible for visa sponsorship.

• Our mission at Plaid is to unlock financial freedom for everyone.
• To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable.
• 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!

• Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
• Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k).
• Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
• Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.