Katie Maley

Inquirer
DISC Type : dc

New Business at Plaid

San Francisco Bay Area, United States

Overview

Katie is a new business professional at Plaid with a strong background in M&A and deal origination. At a previous firm, Evergreen, she successfully sourced seven acquisitions totaling \$25M in EBITDA. A graduate of Villanova University, she has deep experience building business development and outbound strategies in niche industries.

Katie is a published author, having written articles on the ERP partner ecosystem for industry publications such as Solutions Review.

Personality Overview

Hard To Convince

Upfront

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

ERP Partnerships
Her recent professional history and published articles show a deep focus on acquiring and growing a portfolio of ERP partners.
M&A Deal Sourcing
She has a proven track record of proprietarily sourcing multi-million dollar acquisitions, indicating a core expertise in M&A origination.
Fintech Business Development
Her current role in New Business at Plaid points to a focus on driving growth and forming new ventures within the financial technology sector.

Media Appearances

Katie has no verified media appearances

Work History

9-2025
New Business at Plaid
2-2025 - 9-2025
Deal Origination at Aspen Tree
8-2022 - 11-2024
M&A Professional (Deal Origination) at Evergreen
10-2020 - 7-2022
Associate - Morgan Stanley Fund Services at Morgan Stanley
1-2020 - 10-2020
Client Associate - Consulting at Third Bridge Group Limited

Education

Bachelor of Arts - BA from Villanova University
Education details unavailable from North Allegheny High School

More Information

Social Presence :

Prographics :

Exp : 5 Location : San Francisco Bay Area, United States Job Level : N/A Designation : New Business at Plaid
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Insights For Selling To Katie

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Tell them that you are there to help them create visible impact within their organization
  • Stress on the business value that your product offers

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Don’t try to be an alpha salesperson, give them equal space

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Katie is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Katie

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Katie move?

  • Their decision making speed is somewhere in the middle.
  • Can Katie take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Katie

Personality Compatibility


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