Sales Development Representative
Core
Prospecting new clients and building a sales pipeline for Plaid's financial data platform to help Account Executives close deals.
Role type
Sales Development Representative (SDR)
Builds
New business pipeline for a B2B SaaS fintech platform
Domain
Financial Technology (Fintech) / B2B SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
SaaS/tech sales experience, outbound selling, organizational mapping, prospecting, qualification calls, CRM proficiency, explaining technical products
Preferred skills
Experience in financial services, interest in APIs, high-growth environment adaptability
Technologies
Salesforce.com
Responsibilities
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
Seniority
Individual Contributor, 1-3 years experience