Sales Development Representative
Plaid is a financial technology company providing APIs and network connectivity for businesses to build financial products. Its platform supports bank-account linking, financial data access, identity verification, fraud and risk tools, credit underwriting, and bank payments.
Maintainer signals as of 8/14/2026
Funding history
Projects
About Plaid
Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You find new clients and prospects, map organizations, drive engagement, set opportunities for Account Executives, conduct qualification calls, nurture early opportunities, and help clients get started with Plaid products and APIs.
Requirements
- 1–3 years of experience in pipeline development and/or sales
- Experience at a SaaS company preferred
- Ability to lead conversations with business stakeholders
- Ability to communicate a value proposition
- Proficiency with Salesforce.com or another CRM
- Experience explaining technical products
- Interest in financial services and technical products
- Ability to learn Plaid’s APIs
Responsibilities
- Support Account Executives pursuing new business
- Provide Marketing feedback on campaigns
- Design outbound efforts
- Identify prospects and build pipeline
- Help new clients get started with Plaid
- Answer questions about Plaid products
- Identify promising verticals
Benefits
- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
