商务拓展代表 - 金融科技
Business Development Representative - Fintech
我们相信，人们与财务的互动方式将在未来几年大幅改善。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 为数以百万计的人提供他们赖以生存的健康财务生活工具。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，在纽约、西雅图、华盛顿特区、罗利、伦敦和阿姆斯特丹设有办事处。
Plaid 的新业务团队结合了深厚的产品和行业知识，专注于将 Plaid 带入越来越多的企业。我们的理念是，金融服务领域正在以惊人的速度演变，每一家现代金融科技公司都需要金融技术基础设施的标杆，才能赢得市场、实现增长并提升用户体验。
你将帮助我们实现这一愿景。作为我们金融科技领域的新人业务代表，你将开拓寻找新客户和挖掘数字原生金融科技公司、新型银行、替代贷款平台和个人财务管理应用的路径。我们寻找具有 SaaS/科技和/或外向销售经验的优秀销售人员，能够展示 Plaid 的附加价值，以及我们的 API 套件如何助力金融科技公司的增长、安全性和用户体验。
在这个职位中，你将负责组织映射、挖掘潜在客户、推动参与度、为销售经理创造机会、进行资格审核通话，并培育早期机会。理想的候选人以客户为中心，具备韧性，挑战现状，并对在科技与金融交汇处发展职业生涯充满热情。
职责
- 作为 Plaid GTM 团队的关键成员，支持多位销售经理在快速发展的金融科技生态系统中开拓新业务。
- 与市场部沟通，为金融科技特定的营销活动提供反馈，并设计新的前沿外向推广策略。
- 通过针对金融科技企业的外向营销活动识别潜在客户并建立销售管道。
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.
Our New Business 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 the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users.
You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications for us to target. 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 our API suite can have on supercharging a fintech's growth, security, and user experience.
In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status quo, and has a deep passion for advancing their career at the intersection of tech and finance.
RESPONSIBILITIES
- Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the fast-paced FinTech ecosystem.
- Liaising with Marketing to provide feedback on fintech-specific campaigns and designing new, cutting-edge outbound efforts.
- Identifying prospects and building pipelines through outbound campaigns targeted at fintech founders, heads of engineering, and product leaders.
- Helping new clients get started with Plaid and answering technical questions about how our APIs integrate into their existing stacks.
- Identifying emerging fintech trends, business models, and sub-verticals (e.g., embedded finance, Web3, alternative underwriting) to help drive increased revenue opportunity.
QUALIFICATIONS
- 1-3 years of experience in pipeline development and/or sales (preferably at a SaaS, Fintech, or developer-first tech company).
- Leading high-level conversations with tech-savvy founders, product managers, and engineering stakeholders.
- The ability to evangelize Plaid’s value proposition in order to assess buying interest from fast-moving, digital-first innovators.
- The ability to thrive in a high customer volume, time-sensitive environment.
- Having a relentless mindset and an unwillingness to quit when penetrating competitive markets.
- Proficiency in using Salesforce.com http://Salesforce.com or other CRM.
- Experience working with customers and explaining deeply technical products. Strong interest in the broader fintech landscape, startup funding trends, and API architecture; a high degree of intellectual curiosity.
- Excitement to work in a high-growth environment and to help build agile processes and tools as needed.
- Desire to get (more) technical and the ability to master the ins and outs of Plaid's entire developer ecosystem (including Auth, Balance, Identity, Income, and Signal).
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.
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.