Channel Business Development Manager - Banking and Wealth

About the role

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. Plaid’s GTM Partnerships team unlocks “one to many” customer relationships with technology platforms to allow more end customers and consumers to benefit from Plaid’s solutions. Channel Sales Development managers are aligned with specific revenue segments, in this case supporting our banking and wealth partners. Plaid is looking for a Channel Business Development & Enablement Manager to help power growth through our partner ecosystem. In this role, you'll sit at the intersection of sales, marketing, and partnerships — working closely with partner GTM teams to drive pipeline, equip them with the tools and content they need to win, and ensure Plaid is the go-to choice for every relevant opportunity in a partner's book of business. You'll work in close partnership with senior members of the Partnerships and Sales teams, taking ownership of key workstreams while developing the skills to grow into a broader strategic partnerships sales or account management role over time. Responsibilities Sales Enablement. 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 Pipeline Development. 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 Channel Management. 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 Strategic Insights & Feedback. 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 Qualifications 4 years of experience in inside sales, SDR/BDR, partnerships, sales enablement, or a related GTM role — fintech or financial services experience is a plus Early track record of contributing to pipeline or revenue in a team-oriented sales environment Strong written communication skills with an ability to translate product and technical concepts into clear, compelling narratives for sales audiences Organized and detail-oriented — comfortable managing multiple workstreams, maintaining CRM hygiene, and producing accurate pipeline reports Comfortable facilitating training sessions or enablement presentations in front of partner teams Collaborative and eager to learn — comfortable supporting senior teammates while also taking ownership of defined work independently 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 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 [email protected]. Please review our Candidate Privacy Notice here .