New Business Associate - Inbound

About the Role

In this role, you will be responsible for handling the entire opportunity qualification cycle, working with the product and engineering teams to integrate customer and product feedback, and collaborating closely with growth marketing to provide feedback and strategize on new content campaigns. You will also be expected to stay up-to-date with the latest trends and developments in the financial technology industry, and to continuously improve and refine your skills and knowledge to stay ahead of the curve.

What You Will Do

• 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
• Develop and maintain a deep understanding of Plaid's products and services
• Build and maintain strong relationships with key stakeholders, including customers, partners, and internal teams
• Stay up-to-date with industry trends and developments, and continuously improve and refine your skills and knowledge
• Provide exceptional customer service and support to ensure high customer satisfaction
• Meet and exceed sales targets and revenue goals
• Work closely with the sales team to develop and execute sales strategies

What We Are Looking For

• Exceptional communication and interpersonal skills
• Interest in financial services and technical products, with a desire to learn and grow
• Strong problem-solving abilities and a customer-centric mindset
• A positive attitude, resilience, and a passion for continuous learning
• Excellent time-management skills, with the ability to prioritize tasks and work to streamline processes
• Strong analytical and problem-solving skills, with the ability to think critically and outside the box
• Experience working in a fast-paced, dynamic environment
• Strong understanding of sales principles and practices
• Ability to work in a collaborative team environment

Nice to Have

• Experience working in the financial technology industry
• Knowledge of programming languages, such as Python or Java
• Experience working with APIs and data integration
• Familiarity with sales and marketing automation tools
• Certification in sales or a related field

Benefits and Perks

• Competitive salary and benefits package
• Opportunity to work with a fast-growing and innovative company
• Collaborative and dynamic work environment
• Professional development and growth opportunities
• Flexible work arrangements, including remote work options
• Access to the latest tools and technologies
• Recognition and reward for outstanding performance
• Comprehensive health and wellness benefits
• Generous PTO and holiday package

• Be prepared to provide specific examples of your sales and customer service experience, and how you have applied your skills and knowledge in previous roles.
• Make sure you have a strong understanding of Plaid's products and services, and be prepared to ask informed questions during the interview process.
• Highlight your ability to work in a fast-paced, dynamic environment, and your experience working with APIs and data integration.
• Emphasize your customer-centric approach and your ability to provide exceptional customer service and support.
• Be prepared to discuss your long-term career goals and how this role fits into your overall career aspirations.
• Research the company culture and values, and be prepared to discuss how you align with them.
• Practice your problem-solving skills and be prepared to provide examples of how you have applied critical thinking and outside-the-box thinking in previous roles.