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Sales Development Representative

New York City Office💼 Full-time🗓 2026-07-06 → 2026-09-26

Core

Prospecting new B2B clients for Plaid's financial data platform to build pipeline for Account Executives.

Role type

Sales Development Representative (SaaS/Fintech)

Builds

New business pipeline for Plaid's API platform used by developers and financial institutions

Domain

Financial Technology (Fintech) / SaaS

Deliverable

client delivery

Required skills

outbound selling, organizational mapping, prospecting, qualification calls, CRM proficiency, explaining technical products, high-volume sales environment management

Preferred skills

SaaS/tech sales experience, interest in financial services, technical curiosity regarding APIs, process building

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

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