New Business Associate
Core
Identify and engage high-potential fintech prospects in the UK and EU to generate a qualified sales pipeline for Plaid's financial data platform.
Role type
Sales Development Representative (SDR) / New Business Associate
Builds
High-quality outbound pipeline for Account Executives to close deals with fintechs and financial institutions
Domain
Fintech / Financial Infrastructure / API connectivity
Deliverable
client delivery
Required skills
Account research, strategic outreach, Salesforce management, outbound campaign execution, cross-functional collaboration, commercial acumen
Preferred skills
Outbound sales development experience, experience with complex products, curiosity about APIs and financial infrastructure
Responsibilities
Drive high-quality meetings that convert into qualified opportunities, conduct account research and develop strategic outreach cadences, collaborate with AEs to build and execute account plans, manage pipeline progress through Salesforce, support the go-to-market strategy for UK and EU prospects, contribute to the development of outbound campaigns in partnership with Marketing, nurture early-stage and dormant opportunities to drive incremental pipeline
Seniority
Individual Contributor, early career to mid-level