Channel Business Development Manager - Banking and Wealth

Plaid · Fintech · New York, NY · All Cost Centers

Plaid is seeking a Channel Business Development & Enablement Manager to drive growth through its partner ecosystem. This role involves working at the intersection of sales, marketing, and partnerships to drive pipeline, equip partners with tools and content, and ensure Plaid is the preferred choice for opportunities. The role requires collaboration with senior members of Partnerships and Sales teams, taking ownership of key workstreams, and developing skills for future strategic partnerships or account management roles. The company operates in the fintech space, focusing on financial data and connecting financial institutions.

What you'd actually do

  1. Equip partner GTM teams with the training, content, and tools they need to effectively pitch and sell Plaid — including onboarding, ongoing education, and a library of sales assets like pitch decks and battle cards
  2. Collaborate with partner sales teams to drive pipeline growth through targeted campaigns, outbound strategies, and co-selling support, while maintaining visibility into partner-sourced and influenced opportunities
  3. Serve as the connective tissue between Plaid and its partner ecosystem — minimizing channel conflict, facilitating communication, and ensuring deal velocity is maintained across all partner relationships
  4. Act as the voice of the partner internally, surfacing patterns in objections, competitive dynamics, and product gaps to key stakeholders across Product, Marketing, and GTM teams

Skills

Required

  • inside sales
  • SDR/BDR
  • partnerships
  • sales enablement
  • GTM role
  • pipeline contribution
  • written communication
  • organization
  • detail-orientation
  • CRM management
  • pipeline reporting
  • facilitating training
  • enablement presentations
  • collaboration
  • ownership

Nice to have

  • fintech experience
  • financial services experience
  • open banking
  • financial data
  • payments ecosystem
  • API knowledge
  • curiosity about Plaid's technology

What the JD emphasized

  • 4 years of experience in inside sales, SDR/BDR, partnerships, sales enablement, or a related GTM role
  • Early track record of contributing to pipeline or revenue in a team-oriented sales environment
  • Strong written communication skills
  • Organized and detail-oriented
  • Familiarity with the open banking, financial data, or payments ecosystem is a plus, but not required
  • Working knowledge of APIs or a curiosity to understand how Plaid works under the hood