At a Glance
- Tasks: Drive growth by generating high-quality leads and engaging with exciting fintechs.
- Company: Join Plaid, a leader in transforming financial interactions for millions.
- Benefits: Comprehensive benefits, equity options, and a supportive work environment.
- Other info: Diverse team culture with excellent career development opportunities.
- Why this job: Be part of a mission to unlock financial freedom and make a real impact.
- Qualifications: Strong communication skills and a proactive approach are essential.
The predicted salary is between 35000 - 45000 £ per year.
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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. We help companies across the UK and Europe build the next generation of financial experiences by giving them secure, reliable access to the financial ecosystem.
We identify and engage high-potential prospects, deeply understand their business needs, and help them see how Plaid can unlock real value. We work as one team — collaborative, ambitious, and focused on long-term impact. As a New Business Associate (NBA), you will play a critical role in fuelling the growth of Plaid in the UK and EU by generating high-quality pipeline. You will partner closely with Account Executives to run outreach campaigns, design strategies for account engagement, and open doors to some of the most exciting fintechs in the region. This role is ideal for someone who is curious, driven, and thrives in a fast-paced environment with high standards.
You will be responsible for identifying and engaging prospective customers across our key segments. You will work closely with AEs to support account strategy, map organisations, and build strong outbound approaches. You will build personalised, high-quality outreach across multiple channels. You will contribute to team development by supporting onboarding, campaign design, and cross-functional projects. You will develop your commercial skillset in a high-growth, high-support environment.
Responsibilities- Drive high-quality meetings that convert into qualified opportunities
- Conduct account research and develop strategic outreach cadences
- Collaborate with AEs to build and execute account plans
- Manage pipeline progress through Salesforce and internal tooling
- Support the go-to-market strategy for UK and EU prospects
- Contribute to the development of outbound campaigns in partnership with Marketing
- Participate in team initiatives including onboarding new hires and operational projects
- Nurture early-stage and dormant opportunities to drive incremental pipeline
- Strong communication skills and the ability to grasp complex concepts quickly
- Demonstrated drive, resilience, and a proactive approach to problem solving
- Some experience in a client-facing or commercial role (sales, CS, partnerships, consulting, or equivalent)
- Comfort working in a high-ownership, high-expectation environment
- Collaborative mindset and eagerness to learn from peers
- Curiosity about fintech, APIs, and financial infrastructure
- Experience in outbound sales development or experience working with complex products in a client-facing, target-oriented role.
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.
Comprehensive benefit plan, including medical, dental, vision, and 401(k). Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. 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.
New Business Associate employer: Plaid
Plaid is an exceptional employer that fosters a culture of innovation and collaboration, empowering employees to drive meaningful change in the financial landscape. With a strong commitment to diversity and inclusion, employees benefit from comprehensive health plans, equity opportunities, and a supportive environment that encourages professional growth and development. Located in vibrant cities like London and Amsterdam, Plaid offers a dynamic work atmosphere where you can thrive while making a significant impact on the future of finance.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Associate
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Plaid. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace New Business Associate
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Plaid.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Plaid's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Plaid
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Plaid.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Plaid will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Plaid employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
