Account Executive - Banking and Wealth

Plaid
New York, Seattle, Raleigh, San Francisco
Workplace: HybridFull timeUSD 206,400 - 240,000 annuallyFunction: SalesExperience: 3-5 yearsSkills: ["Prospecting","Qualifying","Negotiating","Relationship building","Consultative communication"]

Own end-to-end sales for Plaid’s Banking and Wealth segment, selling into a territory of banks and credit unions across North America. Prospect, qualify, and negotiate deals while building long-lasting relationships with executives, product teams, and developers. Partner with sales, marketing, and product/SE teams to shape go-to-market strategy and address solution gaps, while managing pipeline and forecasting accurately. Leverage Plaid’s banking/wealth workflows and APIs to drive customer outcomes.

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Plaid
Plaid
2 months ago

Account Executive - Banking and Wealth

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Last checked: 11 hours agoStatus: Live

Job Summary

Own end-to-end sales for Plaid’s Banking and Wealth segment, selling into a territory of banks and credit unions across North America. Prospect, qualify, and negotiate deals while building long-lasting relationships with executives, product teams, and developers. Partner with sales, marketing, and product/SE teams to shape go-to-market strategy and address solution gaps, while managing pipeline and forecasting accurately. Leverage Plaid’s banking/wealth workflows and APIs to drive customer outcomes.
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 Banking and Wealth segment.
  • •Build and maintain relationships with financial institutions, from executives to product teams and developers, as a subject matter expert.
  • •Partner with sales and marketing to define and execute the Banking and Wealth segment sales strategy.
  • •Collaborate with product, SEs, and account managers to identify solution gaps for financial institutions.
  • •Manage pipeline and accurately reflect probability of close.

Pay and Benefits

Salary: USD 206,400 - 240,000 annually
Equity and Bonus:Equity
Perks:Health InsuranceDentalVision401k

Key Requirements

  • •3-5 years of quota-carrying experience in a new-revenue role with a strong track record of closing deals.
  • •Strong prospecting, qualifying, and negotiating skills with a consultative, product-centric sales approach.
  • •Experience deploying a vertical focused revenue strategy, with a strong preference for prior Banking and Wealth experience.
  • •Proven ability to articulate complex solutions to all levels of a banking organization.
  • •Interest in financial services products and a desire to build strategic customer relationships; motivation to become more technical and learn Plaid’s APIs.
Experience:3-5 yearsFinancial servicesBankingWealth management
Skills:ProspectingQualifyingNegotiatingRelationship buildingConsultative communication
Tech Stack:Plaid 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