Sales Development Representative

Plaid

New Business Representative at Plaid tasked with identifying prospects and supporting Account Executives. Engage with new clients to navigate financial technology solutions.

Posted 7/28/2026full-timeNew York City • New York • 🇺🇸 United StatesJunior💰 $91,995 - $106,971 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in pipeline development and sales within a SaaS environment, with a strong ability to engage with business stakeholders and communicate technical product value. Possesses a relentless mindset and adaptability to thrive in high-growth, customer-focused settings.

Highest-signal resume keywords

Pipeline DevelopmentSales ExperienceSalesforce.com ProficiencyCustomer EngagementTechnical Product Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Pipeline DevelopmentSales ExperienceTechnical Product ExplanationAPI Knowledge

Soft Skills

Relentless MindsetHigh Customer Volume AdaptabilityIntellectual Curiosity

Tools & Technologies

Salesforce.comCRM Software

Industry Keywords

SaaSFinancial ServicesGTM TeamOutbound Campaigns

Tech Stack

Tools & technologies

SFDC

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Equity options
Commission