Sales Development Representative
Develop new client pipelines
Forge paths to new clients and prospect customers, driving engagement and setting opportunities for account executives. The role involves organizational mapping, prospecting, and nurturing early opportunities in the financial technology sector.
Why This Role?
Advance career in tech sales
Key Responsibilities
- Prospect new customers and develop organizational maps
- Drive engagement and set opportunities for account executives
- Take qualification calls and nurture early opportunities
Requirements
- 1-3 years of experience in pipeline development and/or sales
- Ability to lead high-level conversations with business stakeholders
- Proficiency in using Salesforce.com or other CRM
Required Skills
View Original Description from Ashby Job Boards
Original description from Ashby Job Boards
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, Washington D.C., 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 every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. 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 an interest in advancing their career in tech sales. Qualifications - 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) - Leading high-level conversations with business stakeholders - The ability to evangelize Plaid’s value proposition in order to assess buying interest - The ability to thrive in a high customer volume, time-sensitive environment - Having a relentless mindset and unwillingness to quit - Proficiency in using Salesforce.com or other CRM - Experience working with customers and explaining technical products. Interest in financial services and technical products; a high degree of intellectual curiosity - Excitement to work in a high-growth environment and to help build processes and tools as needed - Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs Responsibilities - Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business - Liaising with Marketing to provide feedback on campaigns and design new efforts - Identifying prospects and building pipeline through outbound campaigns - Helping new clients get started with Plaid and answering questions about our products - Identifying the most promising verticals to help drive increased revenue opportunity 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.
Salary Context
Similar Engineering roles on LokerDollar pay around $160k/yr (range $1.8k–999.999k/yr, n=643 active listings).
Hiring at Plaid
Plaid has 53 other active roles on LokerDollar and has been hiring here since May 7, 2026 — across Engineering, Design, Finance & Accounting, Data & Analytics.
View all Plaid openings →Openness not stated by employer — check the listing
Frequently asked questions
- Is Sales Development Representative at Plaid a remote job?
- This role is based in Remote. See the listing for remote/onsite details.
- What is the salary for Sales Development Representative at Plaid?
- The listed pay range for this role is $91.995k–106.971k/yr.
- What type of employment is Sales Development Representative at Plaid?
- This is a full time position.
- How do I apply?
- Click the "Apply" button on this page to go to the official application at Plaid.
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