新业务专员
New Business Associate
我们相信，人们与财务的互动方式将在未来几年得到显著改善。我们致力于通过构建数千名开发者用来创建自己产品的工具和体验，推动这一变革。Plaid 为数以百万计的人们依赖的工具提供支持，帮助他们过上更健康的财务生活。我们与 Venmo、SoFi、多家财富500强公司以及许多大型银行合作，让人们能够轻松地将财务账户连接到他们想要使用的应用和服务。Plaid 的网络覆盖美国、加拿大、英国和欧洲的12,000家金融机构。公司成立于2013年，总部位于旧金山，同时在纽约、西雅图、华盛顿特区、罗利、伦敦和阿姆斯特丹设有办公室。
我们帮助英国和欧洲的公司打造下一代财务体验，通过提供安全、可靠的财务生态系统访问权限。我们识别并接触高潜力客户，深入理解他们的业务需求，并帮助他们看到 Plaid 如何释放真正的价值。我们作为一个团队协作，充满雄心，并专注于长期影响。
作为新业务专员（NBA），你将在推动 Plaid 在英国和欧盟的增长中发挥关键作用，通过生成高质量的潜在客户名单来促进增长。你将与客户经理紧密合作，开展推广活动，设计账户参与策略，并打开通往该地区最令人兴奋的金融科技公司的大门。这个职位适合一位充满好奇心、有驱动力，并能在高标准、快节奏的环境中茁壮成长的人。
你将负责在我们的主要客户群体中识别并接触潜在客户。你将与客户经理密切合作，支持账户策略，绘制组织结构图，并建立强大的外向推广方法。你将在多个渠道上建立个性化、高质量的推广内容。你将通过支持入职培训、活动设计和跨职能项目，为团队发展做出贡献。你将在一个高增长、高支持的环境中发展自己的商业技能。
职责
- 推动高质量的会议，将其转化为合格的机会
- 进行账户研究并制定战略推广节奏
- 与客户经理合作，制定并执行账户计划
- 通过 Salesforce 和内部工具管理潜在客户进展
- 支持英国和欧盟客户的市场进入策略
- 贡献
查看英文原文
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.
We help companies across the UK and Europe build the next generation of financial experiences by giving them secure, reliable access to the financial ecosystem. We identify and engage high-potential prospects, deeply understand their business needs, and help them see how Plaid can unlock real value. We work as one team — collaborative, ambitious, and focused on long-term impact.
As a New Business Associate (NBA), you will play a critical role in fuelling the growth of Plaid in the UK and EU by generating high-quality pipeline. You will partner closely with Account Executives to run outreach campaigns, design strategies for account engagement, and open doors to some of the most exciting fintechs in the region. This role is ideal for someone who is curious, driven, and thrives in a fast-paced environment with high standards.
You will be responsible for identifying and engaging prospective customers across our key segments. You will work closely with AEs to support account strategy, map organisations, and build strong outbound approaches. You will build personalised, high-quality outreach across multiple channels. You will contribute to team development by supporting onboarding, campaign design, and cross-functional projects. You will develop your commercial skillset in a high-growth, high-support environment.
Responsibilities
- Drive high-quality meetings that convert into qualified opportunities
- Conduct account research and develop strategic outreach cadences
- Collaborate with AEs to build and execute account plans
- Manage pipeline progress through Salesforce and internal tooling
- Support the go-to-market strategy for UK and EU prospects
- Contribute to the development of outbound campaigns in partnership with Marketing
- Participate in team initiatives including onboarding new hires and operational projects
- Nurture early-stage and dormant opportunities to drive incremental pipeline
Qualifications
- Strong communication skills and the ability to grasp complex concepts quickly
- Demonstrated drive, resilience, and a proactive approach to problem solving
- Some experience in a client-facing or commercial role (sales, CS, partnerships, consulting, or equivalent)
- Comfort working in a high-ownership, high-expectation environment
- Collaborative mindset and eagerness to learn from peers
- Curiosity about fintech, APIs, and financial infrastructure
Nice to have
- Experience in outbound sales development or experience working with complex products in a client-facing, target-oriented role.
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.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
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.