Head of Revenue - Banking and Wealth

Plaid
San Francisco, Seattle
Workplace: HybridFull timeUSD 175,800 - 266,400 annuallyFunction: Banking, Lending & CreditExperience: 15+ yearsSkills: ["Coaching","Executive communication","Critical thinking","Leadership","Strategic planning"]

Own end-to-end P&L for the Banking & Wealth segment, driving revenue, retention, and growth across sales and account management. Build and evolve go-to-market motions across the full customer lifecycle, design territory and segmentation, and personally lead complex, multi-stakeholder renewals. Hire, coach, and develop managers and teams, forecast accurately, and partner across functions to improve win rate, customer experience, and sales playbooks.

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Plaid
Plaid
3 days ago

Head of Revenue - Banking and Wealth

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Own end-to-end P&L for the Banking & Wealth segment, driving revenue, retention, and growth across sales and account management. Build and evolve go-to-market motions across the full customer lifecycle, design territory and segmentation, and personally lead complex, multi-stakeholder renewals. Hire, coach, and develop managers and teams, forecast accurately, and partner across functions to improve win rate, customer experience, and sales playbooks.
Location: San Francisco, Seattle
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Sr. Director level

Key Responsibilities

  • •Own the full P&L for the Banking & Wealth segment, including revenue, retention, and growth targets across sales and account management organizations.
  • •Hire, coach, mentor, and develop talent across the segment, including support for first-line sales and account management managers.
  • •Define and evolve the segment go-to-market strategy end-to-end, including territory design, account segmentation, vertical strategy, and customer lifecycle management.
  • •Drive new logo acquisition and scale strategic accounts through retention and expansion, personally engaging in the most complex deals and renewals with senior executives.
  • •Build and evangelize sales and account management process, methodology, and playbooks, and collaborate cross-functionally to improve win rate and customer experience.

Pay and Benefits

Salary: USD 175,800 - 266,400 annually
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •15+ years of revenue leadership experience spanning sales, including 5+ years owning a P&L or a combined sales and account management organization.
  • •Experience managing managers and leading a multi-layered team focused on a specific industry vertical, ideally in financial services or similarly regulated industries.
  • •Proven success coaching sales and account management talent to close, retain, and grow across deal sizes from transactional to complex enterprise agreements.
  • •Track record selling into or managing accounts within banks, credit unions, wealth management firms, or other regulated financial institutions.
  • •Strong operating experience across acquisition, retention, and expansion, with excellent communication and executive presence.
Experience:15+ yearsFintechFinancial servicesOpen bankingRegulated financial institutions
Skills:CoachingExecutive communicationCritical thinkingLeadershipStrategic planning

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