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Fintech New Business Rep for Banking & Wealth

Job in San Francisco, San Francisco County, California, 94199, USA
Listing for: Plaid
Full Time position
Listed on 2026-08-22
Job specializations:
  • Finance & Banking
    FinTech, Financial Sales
Salary/Wage Range or Industry Benchmark: 91995 - 106971 USD Yearly USD 91995.00 106971.00 YEAR
Job Description & How to Apply Below

Plaid is seeking a New Business Representative to help expand our Banking & Wealth footprint with banks, credit unions, wealth-tech platforms, and digital brokerages. You will map organizations, drive engagement, and set opportunities for Account Executives.

You’ll need 1–3 years in pipeline development or SaaS/Fintech sales, with proven ability to engage financial stakeholders, use CRM tools, and advocate Plaid’s value in a fast-paced, high-growth fintech environment.

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