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Delma R. Email & Phone Number

| SMB Account Manager @ Plaid | Helping Fintechs Thrive! | B2B SaaS | at Plaid
Location: San Francisco Bay Area, United States, United States 15 work roles 1 school
1 work email found @plaid.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email d****@plaid.com
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Current company
Role
| SMB Account Manager @ Plaid | Helping Fintechs Thrive! | B2B SaaS |
Location
San Francisco Bay Area, United States, United States
Company size

Who is Delma R.? Overview

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Quick answer

Delma R. is listed as | SMB Account Manager @ Plaid | Helping Fintechs Thrive! | B2B SaaS | at Plaid, a company with 572 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at plaid.com and a matched LinkedIn profile for Delma R..

Delma R. previously worked as SMB Account Manager at Plaid and New Business - Mid-Market at Plaid. Delma R. holds Bachelor Of Arts - Ba, Economics & Philosophy from San Jose State University.

Company email context

Email format at Plaid

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*@plaid.com
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Profile bio

About Delma R.

Consider me a dynamic professional with more than 9 years of professional experience spanning B2B sales, business development, financial analysis, hospitality & mentoring.Throughout my roles, I have consistently demonstrated my commitment to driving business growth, enhancing customer experiences & encouraging team success. My diverse background & adaptive skill set make me an ideal candidate for a variety of roles within dynamic and fast-paced environments.

Listed skills include Leadership, Microsoft Office, Teamwork, Microsoft Word, and 12 others.

Current workplace

Delma R.'s current company

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Plaid
Plaid
| SMB Account Manager @ Plaid | Helping Fintechs Thrive! | B2B SaaS |
san francisco, california, united states
Website
Employees
572
AeroLeads page
15 roles

Delma R. work experience

A career timeline built from the work history available for this profile.

Smb Account Manager

Current

San Francisco Bay Area

- Lead comprehensive onboarding and integration efforts for SMB customers, ensuring seamless transitions, maximizing early product adoption, and reducing churn by implementing proactive risk mitigation strategies.- Monitor and analyze customer usage patterns, extracting actionable insights that optimize Plaid Link performance and significantly boost.

Apr 2024 - Present

New Business - Mid-Market

San Francisco Bay Area

- During my 1 year in seat, contributed to $1,131,000 in ACV Closed Won pipeline.- Achieved 115% and 120% of sales quotas in consecutive quarters through effective pipeline development in a SaaS environment, indicating a strong foundation in sales and client acquisition.- Act as a key player on the Go-To-Market team, supporting 3 Account Executives and.

Apr 2023 - Mar 2024

New Business

San Francisco, California, United States

- Consistently exceeded sales targets for 4 consecutive quarters, generating $2.4 million in pipeline creation with $1.2 million in closed ACV in fiscal year 2022.- Onboarded and trained 2 new hires in tool use, product knowledge and certification of prospecting.- Created Salesforce Revenue Enablement resources for all current and future NBA hires.

Jan 2022 - Apr 2023

Property Manager

Sweet Escape Rentals Llc

Santa Clara, California, United States

- Provided 5-star hospitality to short-term rentals guests through Airbnb. Currently a Superhost with more than 93% occupancy rate. - Cultivated lasting relationships with property owners through educational outreach on rental arbitrage, demonstrating proficiency in client engagement and trust-building.- Oversaw a team of 4 people to execute the leasing.

Apr 2021 - Jun 2023

Relationship Credit Manager

Palo Alto, California, United States

  • Independently reviewed balance sheet and income performance of construction, real estate development, and entertainment sectors to measure trends in cash flow to forecast key performance indicators and covenant.
  • Prepared clean and concise written analysis, identifying repayment sources, key risks, and mitigation for commercial and real estate capital funding deals up to $9 million. Reports results in economic data supporting.
  • Analyzed third party reports including appraisal, environmental, rent roll, borrower and guarantor financial statements.
  • Detail-oriented inspection of account payable and receivables in corporate finance grossing up to $18 million in revenue.
Jul 2020 - Dec 2021

Barback

San Jose

- Collaborated and communicated effectively with staff to meet customer satisfaction, demonstrating teamwork and customer service skills.- Maintained records and assisted in inventory processes, showing attention to detail and organizational skills.

Jan 2019 - Jun 2021

Associate Financial Advisor

455 Los Gatos Blvd #206 Los Gatos, CA, 95032

  • Supported company growth by building and sustaining client relationships by resolving requests directly leading to client trust and loyalty.
  • Increased understanding of investment opportunity such as, multifamily units, single family residences, private equity, IRA’s, opportunity zones, conservation easements, 1031 tax-defer exchanges to help close real.
  • Identified, developed, and implemented process and system to increase business and outreach, resulting in calendar scheduling and marketing.
  • Greeted and attended to various inquires at investor presentations at high end restaurants. Increased knowledge of shareholders and participating developers through notetaking and one-on-one mentorship from CEOs.
  • Collaborated with associates on timely submission and operational matters, such as drafting investment portfolios using CRM databases.
  • Assisted in confidential document management, compilation, distribution and storage in large database records.
Jan 2020 - Jun 2020

Residential Advisor

Educational Opportunity Program Summer Bridge 2019

San Jose

- Developed a community of over 40 residents, acted as a mentor and student leader responsible for the safety and well-being of students, resource referral, and social justice engagement.- Planned and facilitated weekly creative cross-cultural activities, discussion groups, journal writing, and games to increase student engagement and enhance the student.

Jun 2019 - Jul 2019

Cocktail Server

The Britannia Arms

San Jose, California, United States

- Became competent in beer making, tasting and different beer styles to assist guests in selecting drinks based on personal preference.- Listened to guests' wants and needs in a casual but demanding setting and ensured satisfaction was met at all costs.- Communicated effectively with a wide variety of team members and guests with different personalities..

May 2016 - Jul 2019

Food And Beverage Specialist

San Jose, California, United States

- Increased knowledge in Italian fine dining and beverages including wine, portos, and grappas.- Managed and organized banquet rooms for guests in an upscale setting serving up to 75 people. These guests included professional conventions, families, and team sports.- Coordinated effective time management for food and drink delivery, resulting in a seamless.

Dec 2016 - Jun 2019

Peer Mentor

Transition & Retention Services

San Jose State University

  • Mentored 18 incoming freshman one on one to assess their challenges and provide tools for support. Resulted in increased knowledge of academic resources and personal development.
  • Created and facilitated 2 workshops focused around academic success, life skills, or career preparation.
  • Managed 2 social events throughout semester (planning, advertising and execution)
Aug 2018 - May 2019

Sales And Marketing Specialist

Apple Inc., Capital One, Sap, Toyota, Pepsi, 49Ers

California, United States

  • Developed a marketing strategy to quickly and effectively influence prospective customers to purchase brand products.
  • Received, compiled and processed key sales statistics on guests reviews of products and services to leverage customer traffic and sales.
  • Built strong rapport with customers and vendors using hospitality and interpersonal skills.
Aug 2015 - Feb 2019

Academic Mentor

Spartan Summer Institue, Transition & Retention Services

San Jose State University

  • Coached a classroom of 26 students on time management, organization skills and self-care practices to aid in the transition to college.
  • Operated as a constructive and positive role model in understanding of diverse and cultural lifestyles.
  • Co-facilitated activity section in classroom setting, assisted students in math, reading and college preparation.
Jul 2018 - Aug 2018

Office Assistant

Education Opportunity Program

San Jose State University

  • Served as a central point of contact for over 2000+ students and faculty regarding general university information and EOP policies demonstrating client relationship building and communication skills.
  • Organized and filed paperwork, stored information for confidentiality in database records.
  • Assisted 8 full-time professional staff with their advising appointments and scheduling showing project management and problem-solving skills.
Sep 2017 - Jun 2018

Food Expeditor/ Host

The Farmers Union

San Jose, California, United States

- Ensured all food requests and modifications were met, demonstrating attention to detail, understanding of products, and commitment to customer service.

Jan 2016 - Dec 2016
Team & coworkers

Colleagues at Plaid

Other employees you can reach at plaid.com. View company contacts for 572 employees →

1 education record

Delma R. education

FAQ

Frequently asked questions about Delma R.

Quick answers generated from the profile data available on this page.

What company does Delma R. work for?

Delma R. works for Plaid.

What is Delma R.'s role at Plaid?

Delma R. is listed as | SMB Account Manager @ Plaid | Helping Fintechs Thrive! | B2B SaaS | at Plaid.

What is Delma R.'s email address?

AeroLeads has found 1 work email signal at @plaid.com for Delma R. at Plaid.

Where is Delma R. based?

Delma R. is based in San Francisco Bay Area, United States, United States while working with Plaid.

What companies has Delma R. worked for?

Delma R. has worked for Plaid, Sweet Escape Rentals Llc, Heritage Bank Of Commerce, Miniboss, and The Sherer Group.

Who are Delma R.'s colleagues at Plaid?

Delma R.'s colleagues at Plaid include Simran Jassal, Wing Chu, Zakaria Aitsi, Lets Go, and Jan Wielebny.

How can I contact Delma R.?

You can use AeroLeads to view verified contact signals for Delma R. at Plaid, including work email, phone, and LinkedIn data when available.

What schools did Delma R. attend?

Delma R. holds Bachelor Of Arts - Ba, Economics & Philosophy from San Jose State University.

What skills is Delma R. known for?

Delma R. is listed with skills including Leadership, Microsoft Office, Teamwork, Microsoft Word, Powerpoint, Microsoft Excel, Communication, and Management Accounting.

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