New Business Associate - Inbound

About Plaid

Plaid is revolutionizing how people interact with their finances by enabling developers to create innovative financial services. Our platform connects millions of users to thousands of financial institutions across the US, Canada, UK, and Europe, powering trusted services like Venmo and SoFi. Headquartered in San Francisco since 2013, Plaid operates offices in New York, Washington D.C., London, and Amsterdam.

Role Overview

As a New Business Associate, you will serve as the initial point of contact for new inbound leads, managing the qualification process and collaborating with marketing, sales, and business operations teams to drive revenue growth. Your focus will be on assisting new developers, identifying key growth opportunities, and integrating customer feedback with internal product and engineering teams.

Key Responsibilities

• Handle inbound leads and act as the primary contact for new customer engagements
• Support new developers onboarding with Plaid’s products and address their inquiries
• Identify promising developers and verticals for strategic growth
• Collaborate with product and engineering teams to relay customer feedback for continuous improvement
• Work closely with growth marketing to provide insights and contribute to campaign planning

Qualifications and Skills

• Outstanding communication and interpersonal abilities
• Interest in financial services and technical products, with eagerness to deepen API knowledge
• Strong problem-solving skills with a customer-focused approach
• Positive, resilient mindset and enthusiasm for ongoing learning
• Effective time management with the ability to prioritize and optimize workflows

Additional Information

This position does not offer visa sponsorship. Plaid values diversity and is committed to equal opportunity employment, welcoming applicants from varied backgrounds including those with different lived experiences. Candidates with disabilities are eligible for reasonable accommodations during hiring.

The compensation package includes a salary range of $81,774 to $95,086, with potential equity and commission components subject to role and performance. Benefits cover medical, dental, vision, and a 401(k) plan. Salary depends on responsibilities, experience, skills, and location, with the possibility of change according to company policies.