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Financial Institutions Strategy Associate - SF



Plaid Technologies



San Francisco, CA, US


At Plaid, our mission is to empower innovators by delivering access to the financial system. Since 2012 we've helped tens of millions of consumers live a better financial life and over a thousand customers build a new financial future. Our customers range from startups like  Stripe, Coinbase and Robinhood to Fortune 500 enterprises like American Express and PayPal. Founded in 2012, Plaid has raised $300M of capital from major venture capital firms such as Kleiner Perkins, Andreessen Horowitz, Index, Spark and NEA, as well as global financial institutions such as Goldman Sachs and Citi. But we’re just getting started.
Plaid's ability to maintain consistent and reliable integrations with financial institutions is a core part of our value proposition, and financial institutions are increasingly becoming customers of Plaid. As a BD associate you will work closely with Plaid's FI partners on both fronts: building strategic relationships that ensure high-quality integrations and helping position Plaid as a leading technology provider in commercial conversations.
You will support Plaid and the BD team’s broader strategic priorities. This often manifests itself in the form of special projects including sourcing and developing key strategic partnerships, managing product pilots with FI partners, helping evaluate new opportunities and markets, etc. Comfortability working collaboratively with cross-functional internal stakeholders (e.g. product, engineering, marketing, finance, compliance, etc.) to drive alignment and results is a requirement.
In addition to building an understanding of the technical aspects of Plaids products, you will need to build a deep understanding of Plaid’s position within the ecosystem and how we work with FIs, other fin techs, and consumers.

What excites you

    • Developing a deep understanding of the fintech landscape and digital capabilities within FIs
    • Honing client-facing skills and expanding professional network by cultivating relationships within strategic FIs
    • Directly impacting the quality of Plaid’s integrations with strategic FIs
    • Identifying new commercial opportunities with FI partners
    • Supporting complex deals and engaging in challenging negotiations with large financial institutions
    • Scaling a quickly growing team and company in a rapidly evolving industry
    • Growing into increasing responsibilities on the BD team

What excites us

    • Undergrad degree with 2+ years work experience
    • Ability to use structured thought process to dissect issues and develop solutions
    • Desire to understand macro industry trends and succinctly articulate impacts to Plaid
    • Desire to develop proficiency using SQL-based data visualization tools (e.g. Periscope) to generate FI insights and business tools (e.g. Salesforce) to drive scale and efficiency
    • Adept at using business tools (e.g. Salesforce) to drive scale and efficiency
    • Strong executive presence and ability to easily build relationships
    • Ideal candidate is positive, collaborative, organized, focused and a self-starter
    • Financial services, consulting or banking experience is a plus

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