Hiring: Business Development Representative - Banking & Wealth Company: Plaid Location: Raleigh-Durham-Chapel Hill Area Job Posted Time: 2026-09-13 11:14:35 Target Skills & Keywords : AES, SaaS, Salesforce, Segment, Wealth Management About the job Experience: •1-3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company). •3 years of experience in pipeline development and/or sales (preferably at a SaaS or Fintech company). Required Skills: •Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the Banking & Wealth verticals. •Liaising with Marketing to provide feedback on B&W-specific campaigns and designing new outbound efforts. •Identifying prospects and building pipelines through outbound campaigns targeted at decision-makers in digital banking, wealth management, and brokerage operations. •Helping new clients get started with Plaid and answering questions about our products, specifically around account funding, investment data, and open banking connectivity. •Identifying the most promising sub-verticals (e.g., credit unions, RIA platforms, digital brokerages) to help drive increased revenue opportunity. Qualifications: •Leading high-level conversations with banking and wealth management stakeholders. •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. •Having a relentless mindset and unwillingness to quit. •Proficiency in using Salesforce.com or other CRM. •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 (specifically our Investments, Auth, and Identity products). •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. Compensation: •$91,995 - $106,971 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!