Business Development Representative

F2

ABOUT F2 F2 is the AI platform for private markets investors — purpose-built to transform how institutional teams underwrite, diligence, and deploy capital. Our AI converts messy, unstructured deal materials into investment-grade insights in minutes, helping private credit funds, commercial banks, and private equity firms make faster, more confident decisions. Backed by leading investors, including NFX and Y Combinator, we’re scaling a world-class product and engineering team to build the future of vertical AI for finance. ROLE OVERVIEW As a Business Development Representative (BDR), you’ll be on the front lines of F2 AI’s go-to-market motion, focused on generating qualified pipeline within commercial banks. You’ll identify, engage, and qualify prospective customers, setting the foundation for successful enterprise sales cycles. You’ll work closely with sales, marketing, and leadership to refine our outbound strategy and messaging, helping define how F2 AI breaks into large, regulated financial institutions. This role is ideal for a driven, curious seller early in their career who wants deep exposure to enterprise sales, AI technology, and the commercial banking landscape. WHAT YOU’LL DO As a BDR at F2, your primary mission is pipeline creation. You’ll play a critical role in identifying and qualifying leads, driving outreach campaigns, and supporting the broader sales effort. You will: * Own inbound lead management: Rapidly respond to and qualify inbound interest from GPs, lenders, and private market deal teams. * Execute outbound campaigns: Partner with Mid-Market and Enterprise AEs to design and execute outbound sequences targeting high-value accounts. * Set meetings that matter: Your success will be measured by qualified meetings set and pipeline created. * Support sales collateral creation: Collaborate with AEs and Marketing to refine messaging, tailor outreach, and build decks and 1-pagers. * Keep CRM immaculate: Ensure our pipeline is always accurate and up to date in HubSpot/Salesforce. * Learn the product and space deeply: Get fluent in private markets workflows and Arc’s differentiated AI offering. Your credibility with our buyers will be key. * Constantly iterate: Help refine the BDR playbook, report on conversion metrics, and suggest improvements across the funnel. YOU MIGHT BE A GREAT FIT IF You’re not just a lead generator—you’re a high-IQ operator who knows how to get in front of the right people and speak their language. We’re looking for someone with: * BDR or sales experience in a fast-paced, outbound-heavy environment (tech, SaaS, fintech, or AI preferred) * Domain knowledge in private credit, private equity, or commercial banking — either through direct experience or deep exposure * Entrepreneurial hustle or a founder-like mentality — you work insanely hard, thrive in ambiguity, move fast, have a positive attitude and don't need hand-holding * Strong communication skills, both written and verbal — you know how to craft a tight outbound message and hold your own on calls * Tools fluency — you’re comfortable with CRM (Salesforce, HubSpot), sales engagement platforms (e.g. Outreach, Apollo), and LinkedIn Sales Navigator * Analytical mindset — you can qualify prospects rigorously and think commercially about the funnel * Based in NYC — we believe the best work is done together, in person at our beautiful corporate HQ in NYC. You’ll have flexibility to work remotely at least 1 day per week. PREFERRED QUALIFICATIONS * Experience selling to finance personas (CFOs, deal professionals) * Background in investment banking, private credit, private equity or fund services * Interest in AI, automation, and enterprise software WHY F2 * Join a fast-growing AI startup reshaping workflows in private markets and finance. * Be part of a small, high-impact team where your design decisions influence product strategy. * Competitive compensation with equity upside and benefits. * Collaborative, mission-driven culture that values craftsmanship, curiosity, and rapid iteration.

Plaid

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 Architecture: Partner closely with Enterprise Account Executives to map complex organizations, identify key decision-makers across business units, and orchestrate outbound campaigns into target accounts. * Executive-Level Engagement: Initiate and lead high-level discovery conversations with enterprise stakeholders (including C-suite, VPs of Product, and Innovation heads) to uncover complex business challenges. * Cross-Functional Collaboration: Liaise with Enterprise Marketing and Product teams to provide feedback on enterprise campaigns, tailor messaging for specific verticals, and build bespoke outreach strategies. * Value-Based Qualification: Conduct deep-dive qualification calls to assess buying interest, technical readiness, and alignment with Plaid’s value proposition. * Vertical Analysis: Identify and research high-potential enterprise verticals to uncover hidden fintech use cases and drive massive revenue opportunities. QUALIFICATIONS * Experience: 1–3 years of experience in pipeline development, account mapping, or sales (preferably within Enterprise SaaS or complex technical environments). * Enterprise Navigating: Proven ability to map multi-stakeholder organizations and navigate complex procurement, legal, or security hurdles conceptually. * Strategic Communication: Exceptional ability to evangelize Plaid’s value proposition and translate a highly technical product into clear, ROI-driven business value for enterprise executives. * Thriving in Complexity: The ability to thrive in a high-impact, strategic, and quality-driven environment (prioritizing account depth over raw customer volume). * Technical Aptitude: Experience working with customers on technical products. You must have a high degree of intellectual curiosity and an eagerness to master the ins and outs of Plaid's APIs, security standards, and compliance frameworks. * Resilient Mindset: A relentless, consultative mindset with a passion for solving big problems and a desire to advance your career in enterprise tech sales. * Sales Stack Mastery: Proficiency using Salesforce.com, LinkedIn Sales Navigator, Outreach, or similar enterprise sales enablement tools. 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. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). 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.

Plaid

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 the financial services landscape is evolving at a breakneck pace, and every modern company building in the fintech space needs the gold standard of financial technology infrastructure to win, scale, and delight users. You'll be the one helping us achieve this vision. As a New Business Representative for our FinTech segment, you'll forge the path to finding new clients and prospecting digital-native fintechs, neobanks, alternative lending platforms, and personal finance applications 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 our API suite can have on supercharging a fintech's growth, security, and user 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 quo, and has a deep passion for advancing their career at the intersection of tech and finance. RESPONSIBILITIES * Acting as a key member of the Plaid GTM Team, supporting several Account Executives hunting new business within the fast-paced FinTech ecosystem. * Liaising with Marketing to provide feedback on fintech-specific campaigns and designing new, cutting-edge outbound efforts. * Identifying prospects and building pipelines through outbound campaigns targeted at fintech founders, heads of engineering, and product leaders. * Helping new clients get started with Plaid and answering technical questions about how our APIs integrate into their existing stacks. * Identifying emerging fintech trends, business models, and sub-verticals (e.g., embedded finance, Web3, alternative underwriting) to help drive increased revenue opportunity. QUALIFICATIONS * 1-3 years of experience in pipeline development and/or sales (preferably at a SaaS, Fintech, or developer-first tech company). * Leading high-level conversations with tech-savvy founders, product managers, and engineering stakeholders. * The ability to evangelize Plaid’s value proposition in order to assess buying interest from fast-moving, digital-first innovators. * The ability to thrive in a high customer volume, time-sensitive environment. * Having a relentless mindset and an unwillingness to quit when penetrating competitive markets. * Proficiency in using Salesforce.com or other CRM. * Experience working with customers and explaining deeply technical products. Strong interest in the broader fintech landscape, startup funding trends, and API architecture; a high degree of intellectual curiosity. * Excitement to work in a high-growth environment and to help build agile processes and tools as needed. * Desire to get (more) technical and the ability to master the ins and outs of Plaid's entire developer ecosystem (including Auth, Balance, Identity, Income, and Signal). 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. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). 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.