Account Executive - Insurance (Named)

Plaid
New York, Seattle, Raleigh, San Francisco
Workplace: HybridFull timeUSD 331,200 - 360,000 annuallyFunction: SalesExperience: 7+ yearsSkills: ["Consultative selling","Prospecting","Negotiation","Relationship building","Pipeline forecasting"]

Own and drive end-to-end sales for Plaid’s Insurance vertical across North America, building long-lasting relationships with insurance leaders, product teams, and developers. Lead complex enterprise deals, run consultative discovery and negotiation with a product-centric mindset, and partner with product and marketing to execute the insurance sales strategy. Manage and forecast pipeline accurately while helping shape how Plaid designs and builds for top insurance brands.

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Plaid
Plaid
1 month ago

Account Executive - Insurance (Named)

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Last checked: 3 hours agoStatus: Live

Job Summary

Own and drive end-to-end sales for Plaid’s Insurance vertical across North America, building long-lasting relationships with insurance leaders, product teams, and developers. Lead complex enterprise deals, run consultative discovery and negotiation with a product-centric mindset, and partner with product and marketing to execute the insurance sales strategy. Manage and forecast pipeline accurately while helping shape how Plaid designs and builds for top insurance brands.
Location: New York, Seattle, Raleigh, San Francisco
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Identify potential customers and run the end-to-end sales process within the Insurance vertical.
  • •Build and maintain relationships across insurance executives, product teams, and developers as a subject matter expert.
  • •Partner with product and marketing to define and execute Plaid’s Insurance segment sales strategy.
  • •Develop and lead large, complex new enterprise deals.
  • •Manage pipeline and accurately reflect probability of close.

Pay and Benefits

Salary: USD 331,200 - 360,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •7+ years of quota-carrying experience in a new-revenue role with a strong track record closing enterprise-level deals, including 4+ years focused on insurance.
  • •Strong prospecting, qualifying, and negotiating skills with a consultative, product-centric sales approach.
  • •Experience collaborating with sales development and deploying a vertical-focused revenue strategy, with a strong preference for prior Insurance vertical experience.
  • •Proven ability to communicate and articulate complex solutions to all levels of an enterprise organization.
  • •Interest in insurance products and a desire to build strategic customer relationships, with eagerness to learn Plaid’s APIs.
Experience:7+ yearsInsuranceFinancial servicesEnterprise softwareFintech
Skills:Consultative sellingProspectingNegotiationRelationship buildingPipeline forecasting
Tech Stack:APIs

Company Brief

Plaid
Provides APIs that enable applications to connect with users’ bank accounts, verify financial data, and power payment and account verification workflows for fintechs and financial services companies.
Industry: Fintech Infrastructure
Company Size: Enterprise (1,001+ employees)
Growth: Scaleup
Valuation: Unicorn (USD 1B+)
Funding: Series D
Headquarters: San Francisco, United States
Founded: 2013
WebsiteLinkedIn