Plaid
Business Development Representative - Banking & Wealth
New York City Office
Sponsorship not specifiedDetected 22 days ago
Business DevelopmentOutbound Sales
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odds of building a lasting career here
40Risky
Cap-exempt (no lottery)0
Sponsors this role90
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
DOL often reclassifies their job titles
The Department of Labor assigned a different occupation than this employer requested on 42% of its 12 wage determinations — against a 18% norm. The occupation sets the prevailing wage floor.Reclassification is routine and can reflect genuinely hybrid roles; it is not by itself evidence of underpayment.
Files H-1B transfers
19 transfer filings in the last year, covering 19 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
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About the role
- We believe that the way people interact with their finances will drastically improve in the next few years.
- 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.
Responsibilities
- Identifying prospects and building pipelines through outbound campaigns targeted at decision-makers in digital banking, wealth management, and brokerage operations.
- Identifying the most promising sub-verticals (e.g., credit unions, RIA platforms, digital brokerages) to help drive increased revenue opportunity.
- We're dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products.
Requirements
- 1-3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company).
- 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.
- Proficiency in using Salesforce.com or other CRM.
- a high degree of intellectual curiosity.
- 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).
- Leading high-level conversations with banking and wealth management stakeholders.
- Having a relentless mindset and unwillingness to quit.
- Experience working with customers and explaining technical products. Strong interest in the financial services industry, market trends, and technical products
- Excitement to work in a high-growth environment and to help build processes and tools as needed.
- Note on Applying: Please submit only one application across our New Business postings. Choose the segment that best matches your experience, and our hiring team will determine which of the four segments is the best overall fit for your background.
- 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!
- Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Skills
- Plaid powers the tools millions of people rely on to live a healthier financial life.
Compensation
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
Benefits
- You'll be the one helping us achieve this vision.
Company info
- Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
- We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience.
- Our mission at Plaid is to unlock financial freedom for everyone.
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.