Business Development Representative - Fintech

Pontera is a fintech company on a mission to help people retire better. Our software platform enables retirement savers to get the help they need managing their 401(k) and other retirement plan accounts as part of a personalized strategy by their trusted financial advisor. Pontera is used by financial advisors across the nation– from SMB to Fortune 500 RIA firms, independent broker-dealers, plan custodians, and plan advisors. Backed by leading venture capital firms including ICONIQ Growth and Lightspeed Venture Partners, Pontera is built by talented individuals who share a dedication to helping people retire with greater security. Our team is fast-growing and driven to become one of the largest fintech companies in the world. Our culture is built on a people-first principle: in a complex and numbers-driven industry, we never lose sight of the people we serve and work alongside. That’s where you come in. DESCRIPTION Pontera is looking for an outgoing and enthusiastic Business Development Representative (BDR) to join our team. As a BDR, you will play a pivotal role in representing our company as the initial point of contact to prospective clients of the platform. You’ll find yourself with a massive opportunity for growth, with support from management and mentors. You’ll gain invaluable experience and real-time gratification in a place where your work and your efforts will be instantly seen and felt. RESPONSIBILITIES Identify and generate new business through proactive outbound prospecting Gain interest through cold calling, email campaigns, and social touches Utilize excellent organizational skills to create an accurate and relevant follow up prospect list Overcome obstacles and objections to effectively build pipelines REQUIREMENTS Demonstrated ability to build professional relationships with internal and external stakeholders Self-motivated with ability and eagerness to work in fast paced environment Excellent written & verbal communicati

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to the world’s largest and most complex enterprises. Our thesis is that every major enterprise can benefit from better financial technology, and that many industries that don't currently consider themselves to be fintechs actually are. You'll be the one helping us achieve this vision at scale. As an Enterprise Business Development Representative, you'll forge the path to finding new enterprise clients and strategically prospecting Fortune 500 and high-growth market leaders. We are looking for extraordinary sales professionals with SaaS/tech outbounding experience who can navigate complex organizations, map multiple stakeholders, and demonstrate the profound impact Plaid can have on enterprise ecosystems. In this role, you will be responsible for strategic account mapping, executive-level prospecting, driving deep engagement, and nurturing early-stage enterprise opportunities for our Enterprise Account Executives. The ideal candidate is customer-centric, resilient, intellectually curious, and adept at challenging the status quo within large organizations. Responsibilities Strategic Pipeline Ar

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every institution in the banking and wealth management ecosystem can benefit from better financial technology, and that many traditional financial firms that don't currently consider themselves to be fintech actually need to operate like one to win. You'll be the one helping us achieve this vision. As a New Business Representative for our Banking & Wealth (B&W) segment, you'll forge the path to finding new clients and prospecting traditional banks, credit unions, wealth-tech platforms, and digital brokerages for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbound selling experience who can demonstrate the added value of Plaid and what impact it can have on modernizing the banking and investment experience. In this role, you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer-centric, resilient, challenges the status

Who We Are Addepar is a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence. Addepar unifies portfolio, market and client data in a total portfolio view and delivers AI-powered insights within investment and client workflows. More than 1,400 firms in nearly 60 countries use Addepar to manage and advise on nearly $9 trillion in assets. Its open platform integrates with nearly 650 software, data and consulting partners to power end-to-end investment operations across firms of all sizes and complexity. Addepar supports clients worldwide with offices in New York City, Salt Lake City, London, Edinburgh, Pune, Dubai, Geneva, Singapore and São Paulo. The Role Addepar is looking for a high-energy, results-driven Business Development Representative to join our Business Development & Sales organization. Working very closely with Sales and key partners, BDRs are tasked with strategically developing and qualifying revenue opportunities within assigned account territories and segments. This is an exciting opportunity to generate and hunt for new business opportunities to fuel our growth across the wealth management, family office, private banking, and global investment management market segments. The ideal candidate will be passionate about finance and disruptive technology; have a sound eye for business and natural sales instincts; and be an eager, highly motivated, and tenacious self-starter. Applicants must be legally authorized to work in the United States for any employer without requiring current or future visa sponsorship (for example, employment-based visas such as H-1B , F-1 /OPT, or similar), and must be authorized to begin work in the U.S. on their first day of employment. What You’ll Do Generate new business opportunities to fuel Addepar’s growth Create and prioritize strategic target account lists and account attack plans within a defined territory Research and build new account

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. Our New Business team at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services can benefit from better financial technology, and that many industries that don't currently consider themselves to be a fintech actually are. You'll be the one helping us achieve this vision. As a New Business Representative, you'll forge the path to finding new clients and prospect new customers for us to target. We are looking for extraordinary sales professionals with SaaS/tech and/or outbounding selling experience, who can demonstrate the added value of Plaid and what impact it can have on FinTech and non-FinTech alike. In this role you will be responsible for organizational mapping, prospecting individuals, driving engagement, setting opportunities for AEs, taking qualification calls, and nurturing early opportunities. The ideal candidate is customer centric, resilient, challenges the status quo, and has an interest in advancing their career in tech sales. Qualifications 1-3 years of experience in pipeline development and/or sales (preferably at SaaS company) Leading high-level conversations w

CLEAR is building THE secure identity company of the future. Our mission is to make experiences safer and easier—physically and digitally. With more than 43 million Members and a growing network of partners across the world, CLEAR's secure identity platform is transforming the way people live, work, and travel. Whether it’s at the airport, stadium, or throughout your everyday life, CLEAR unlocks the magic of frictionless experiences. We're looking for a Business Development Representative to help grow CLEAR’s Healthcare business by building pipeline and creating qualified opportunities with healthcare organizations and prospective partners. You’ll combine thoughtful prospecting, compelling storytelling, and curiosity about our customers to introduce healthcare leaders to CLEAR’s identity solutions and help make healthcare experiences safer and easier. What you'll do: Own pipeline generation across inbound and outbound channels, consistently creating high-quality opportunities for CLEAR’s Healthcare business Prospect and engage healthcare decision-makers through strategic, personalized outreach across email, phone, social selling, and other channels Understand prospective customers, their needs, their challenges, and the healthcare landscape to clearly articulate how CLEAR’s identity solutions can create value Partner closely with Sales and Account Executives to qualify prospects, uncover opportunities, and build pipeline that converts into revenue Collaborate with Marketing, Sales, and Product to sharpen messaging and go-to-market strategies, using data and insights to continuously improve outreach, conversion, and efficiency How you'll measure success: Qualified healthcare pipeline generated and influenced against quarterly targets Achievement of outbound activity, response, meeting conversion, and opportunity generation targets Revenue contribution from sourced opportunities, including pipeline quality, velocity, and conversion to closed-won business