Anna Moorhead

Enthusiast
DISC Type : i

New Business Representative at Plaid

San Francisco Bay Area, United States

Overview

Anna Moorhead is a New Business Representative at Plaid, focusing on the banking and wealth sectors from San Francisco. Her experience at fintech firms like Passthrough and Ramp is complemented by a multifaceted BA from the University of Richmond in Political Science, Philosophy, Economics, and Law, driving her success in connecting finance with technology.

Outside of her professional life, Anna was a collegiate athlete, having played on the womens lacrosse team at the University of Richmond. She is also a fan of professional football, following the San Francisco 49ers.

She has a strong record of high performance, having exceeded her sales quota by hitting 126% and 135% in consecutive quarters.

Personality Overview

Amiable & Agreeable

Non-Confrontational

Optimistic

They are generally friendly, so be careful when relying on their word.  Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.

Topics They Care About

Fintech Innovation
Her career is centered around fintech growth at companies like Plaid and Ramp, and she frequently posts about the future of finance and new product launches.
AI in Finance
She expressed specific interest in this area when announcing Plaid Protect, highlighting the future of AI and fraud automation in the financial industry.
Open Banking
As a representative for Plaid, she is at the forefront of powering the connections between financial institutions and digital services, a core tenet of open banking.

Media Appearances

Anna has no verified media appearances

Work History

1-2025
New Business Representative at Plaid
3-2023 - 5-2024
Account Executive at Passthrough
11-2022 - 3-2023
Sales Development Representative at Passthrough
3-2022 - 10-2022
New Business Development at Ramp
8-2021 - 2-2022
Senior Associate at Third Bridge Group Limited

Education

2015 - 2019
Bachelor of Arts - BA from University of Richmond

More Information

Social Presence :

Prographics :

Exp : 5 Location : San Francisco Bay Area, United States Job Level : Junior Designation : New Business Representative at Plaid
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Insights For Selling To Anna

During A Call Or A Meeting

DO's

  • Refer to interesting customer testimonials and stress on great customer experience
  • Speak from experience about success that the product has seen with other customers
  • Invite them for a lunch or a drink/coffee

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don't be critical or challenge them openly, they can react defensively
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna is

  • Relationships and rapport matter to them, but so does the value of the product.
  • Will you ever get a clear answer from Anna

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Anna move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Anna take some risk or not?

  • If it seems really necessary, they can take small risks.

You And Anna

Personality Compatibility


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