CareerPlan

New Business Associate - Inbound

New York City OfficeFull-time2026-10-19 → 2026-11-10
No visa sponsorship

Core

Manage inbound leads and serve as the primary point of contact for new companies to qualify opportunities and drive revenue acquisition.

Role type

New Business Associate (Inbound Sales)

Builds

Plaid's financial data platform connecting apps to financial accounts

Domain

Financial Technology (FinTech)

Deliverable

client delivery

Required skills

lead management, opportunity qualification, product knowledge, customer communication, problem-solving, time management

Preferred skills

interest in financial services, desire to learn APIs, technical aptitude

Responsibilities

Manage inbound leads and own outreach to new companies, Help new developers get started with Plaid and answer product questions, Identify promising developers and verticals to help grow, Work with product and engineering teams to integrate customer feedback, Collaborate with growth marketing on content campaigns

Seniority

Individual Contributor, entry-level to mid-level