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New Business Associate

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Hybrid


Our sales team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be FinTech actually are.


You'll be the one helping us achieve this vision. As a New Business Associate, you'll manage inbound leads and be the first point of contact for most new companies we work with. You'll handle the entire opportunity qualification cycle and work closely with marketing, sales, and business operations to drive successful progress towards our revenue acquisition goals. The ideal candidate is customer centric, goal-oriented, a collaborative team player, and excited to work in a fast-paced environment.


Responsibilities
  • Manage inbound leads and own outreach to new companies, serving as the primary point of contact for new customers
  • Help new developers get started with Plaid and answer questions about our  products
  • Identify the most promising developers and verticals to help us grow
  • Work with our product and engineering teams to integrate customer and product feedback
  • Collaborate closely with growth marketing to provide feedback and strategize on new content campaigns


Qualifications
  • Exceptional communication and interpersonal skills
  • Interest in financial services and technical products, a desire to get more technical and the ability to learn the ins and outs of Plaid's APIs
  • Strong problem-solving abilities and a customer-centric mindset
  • A positive attitude, resilience, and a passion for continuous learning
  • Excellent time-management skills, can prioritize tasks appropriately, and work to streamline processes
  • Strong problem-solving abilities and a customer-centric mindset


$53,280 - $53,280 a year
Target base salary for this role is $53,280 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans. 

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here.


Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!


Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.


Please review our Candidate Privacy Notice here.

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$53280K
$53280K

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What You Should Know About New Business Associate, Plaid

Are you looking to start a fulfilling career in the fintech industry? Join us at Plaid as a New Business Associate in Raleigh! At Plaid, our mission is to unlock financial freedom for everyone, and we’re proud to be at the forefront of this exciting journey. You’ll be diving into a vibrant role where you’ll manage inbound leads and act as the primary point of contact for new customers, including developers. Your proactive approach will help these businesses connect their financial accounts seamlessly to the apps they love. Working closely with our marketing, sales, and business operations teams, you’ll drive substantial progress towards our revenue goals. We’re on the lookout for someone who is customer-centric, goal-oriented, and thrives in a fast-paced environment. You’ll also have the opportunity to provide valuable feedback to our product and engineering teams while assisting new developers in getting started with Plaid’s innovative APIs. At Plaid, it’s not just about the work; it’s about fostering a collaborative environment where your positive attitude and passion for continuous learning will shine. If you’re ready to join us in revolutionizing the financial technology landscape, we can’t wait to meet you!

Frequently Asked Questions (FAQs) for New Business Associate Role at Plaid
What are the main responsibilities of a New Business Associate at Plaid?

As a New Business Associate at Plaid, your key responsibilities include managing inbound leads and being the first point of contact for new companies. You'll handle the entire opportunity qualification cycle, assist developers in integrating with Plaid’s APIs, and closely collaborate with our marketing and sales teams to meet revenue goals.

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What qualifications do I need to apply for the New Business Associate position at Plaid?

Plaid seeks candidates for the New Business Associate role with exceptional communication skills, a strong customer-centric approach, a keen interest in financial technology, and problem-solving abilities. Resilience and a positive attitude are essential as well!

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How does the New Business Associate role at Plaid contribute to the company's mission?

In the New Business Associate role at Plaid, you are pivotal in helping to unlock financial freedom by establishing connections with developers and new customers. Your work ensures that clients can effectively utilize Plaid's services, which enables better access to financial technologies for all users.

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What skills will I develop as a New Business Associate at Plaid?

Working in the New Business Associate position at Plaid will enhance your communication and interpersonal skills, deepen your understanding of financial technology, and refine your ability to manage customer relationships efficiently. You will gain valuable experience in a fast-paced environment and collaborate with talented teams across the organization.

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What type of environment can I expect as a New Business Associate at Plaid?

As a New Business Associate at Plaid, you can expect a collaborative and fast-paced work environment that values diversity and is committed to professional growth. Plaid encourages unique perspectives and offers a supportive atmosphere for the continuous learning and development of all team members.

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Common Interview Questions for New Business Associate
Can you describe your experience with managing inbound leads?

In answering this question, focus on specific strategies you've used to manage inbound leads effectively. Highlight any tools or methodologies you used and the outcomes of your efforts to show how you contributed to previous organizations.

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How do you prioritize tasks in a fast-paced work environment?

Provide a thoughtful response outlining techniques you use for prioritizing tasks, such as using project management software or creating lists. Illustrating how you manage conflicting deadlines effectively can demonstrate your organizational skills.

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What excites you about working in financial technology?

Express your genuine interest in fintech along with specific aspects that excite you, such as innovation, helping users achieve financial freedom, or being part of a revolution. Personal anecdotes can make your answer more engaging.

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How do you handle customer inquiries and feedback?

Discuss your approach to addressing customer concerns, including methods for actively listening, empathizing, and providing solutions. Providing an example of a challenging situation where you exceeded a customer’s expectations would be beneficial.

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What do you know about Plaid’s APIs?

In your response, explain your understanding of Plaid’s APIs and their impact on financial applications. If possible, mention any specific features or benefits that make Plaid an attractive partner in the fintech space.

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Describe a time when you helped a team achieve a goal.

Use the STAR method to describe a specific situation where your actions led to your team meeting a target. Clearly outline your role and the positive impact your contribution had on the overall success.

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How do you stay informed about changes in the financial services industry?

Share resources you use to stay updated—like industry publications, podcasts, and networking events. Expressing your commitment to continuous learning and adaptation can be a strong selling point.

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What is your problem-solving approach when faced with a difficult situation?

Explain your systematic approach to problem-solving that includes identifying the issue, brainstorming solutions, and taking action. Provide a relevant example to illustrate your thought process.

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How would you describe a successful integration with a new customer?

Discuss key indicators of success, such as timely onboarding, customer satisfaction, and effective communication. Include a positive past experience if available to emphasize your points.

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Why do you want to work at Plaid?

In your response, articulate your alignment with Plaid’s mission to unlock financial freedom and how your skills and interests relate to their goals. Show your enthusiasm for contributing to a company that's innovating in the fintech space.

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Plaid’s mission is to unlock financial freedom for everyone.

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Full-time, hybrid
DATE POSTED
January 4, 2025

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