Plaid

Sales Development Representative

Plaid
onsite entry full-time $81,168-$106,800 per year San Francisco
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First indexed 17 Apr 2026

Description

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.

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.

As a Sales Development 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 organisational 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 evangelise 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

Additional Information

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 recognise 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.

This listing is enriched and indexed by YubHub. To apply, use the employer's original posting: https://jobs.lever.co/plaid/e852b15b-b38f-45a6-9a81-af9c4b758b5f