← Plum Inc
Plum Inc role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
AI and data science software that helps banks, credit unions, and lenders with decisions and analytics.
Who you'd be calling
Chief risk officers, heads of lending, data and analytics leaders at banks, credit unions, and lenders.
Your opener
“Hi [Name], this is [Your Name] from Plum. I know your time is tight, so quickly: we help lenders use AI and data to make better credit decisions, and I wanted to ask how your team handles that today?”
Problems you solve for them
- Slow or inconsistent lending decisions
- Hard to use data to predict risk and spot opportunities
- Small data teams stretched thin
Discovery questions to ask
- How do you make lending and risk decisions today?
- Does your team build its own models, or rely on vendors?
- What's the biggest slowdown in your lending process right now?
Objections they'll throw at you
“I'm busy right now.”
→ Understood, I'll be brief. Could I grab 5 minutes later this week, and what day works best?
“Not interested.”
→ Fair enough. Can I ask if improving lending decisions is on your radar this year, or is it not a priority?
“We already use something for that.”
→ Makes sense, most lenders have tools in place. What would you change about it if you could?
“Send me an email.”
→ Happy to. What would you most want to see in it, and when can I check back with you?
Interview tips for this company
- The company profile is thin, so read their website carefully and be honest about what you don't know.
- Learn basic lending words (credit risk, underwriting, approval rate) so you sound credible with finance buyers.
Written from public information about Plum Inc to help you practice. Ask an insider what their role play looked like; it's the best prep there is.