New Business Associate - Inbound jobs in United States
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Plaid · 9 hours ago

New Business Associate - Inbound

Plaid is a company dedicated to unlocking financial freedom for everyone and is seeking a New Business Associate to manage inbound leads. In this role, you will be the primary point of contact for new customers, helping them integrate with Plaid's products and working closely with various teams to drive revenue goals.

BankingFinancial ServicesFinTech
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Comp. & Benefits
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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

Qualification

Customer-centric mindsetCommunication skillsInterest in financial servicesProblem-solving abilitiesResilienceTime-management skillsPositive attitudeContinuous learning

Required

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

Benefits

Medical
Dental
Vision
401(k)

Company

Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.

Funding

Current Stage
Late Stage
Total Funding
$1.31B
Key Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown

Leadership Team

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Zachary Perret
Co-Founder & CEO
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Eric Sager
COO
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Company data provided by crunchbase