Plaid

Account Executive - Banking and Wealth

Plaid$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of quota-carrying experience in a revenue role with a proven track record of closing deals
  • Strong skills in prospecting, qualifying, and negotiating, utilizing a consultative sales approach
  • Experience in deploying a vertical-focused revenue strategy, preferably within Banking and Wealth
  • Ability to articulate complex solutions across all levels of a banking organization
  • Genuine interest in financial services products and a drive to forge strategic customer relationships
  • Eagerness to work in a high-growth environment and contribute to building processes and tools
  • Technical acumen and willingness to learn about Plaid's APIs

Responsibilities

  • Identify potential customers and manage the end-to-end sales process in the Banking and Wealth segment
  • Build and sustain relationships with Financial Institutions, providing expertise from executives to product teams
  • Collaborate with sales and marketing to develop and implement the Banking and Wealth segment sales strategy
  • Work with Product, SEs, and Account Managers to pinpoint gaps in solutions for Financial Institutions
  • Manage the sales pipeline, accurately forecasting the probability of deal closure

Benefits

  • Comprehensive medical, dental, and vision plans
  • 401(k) retirement savings plan
  • Equity and/or commission compensation based on position
  • Inclusive workplace celebrating diverse experiences
  • Opportunities to contribute to building innovative tools and processes
Full Job Description
Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships with the banks to execute on their vision. Furthermore, you\'ll help shape how we engage, design and build products for the best brands in banking.

Responsibilities:
  • Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
  • Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert
  • Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy
  • Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions
  • Manage pipeline and accurately reflect the probability of close

Qualifications:
  • Experience (3-5 years of quota-carrying experience) in a new-revenue role and a strong track record of closing deals
  • Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset
  • Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in Banking and Wealth vertical
  • Proven ability to interact and articulate complex solutions to all levels of a banking organization
  • Interest in financial services products and a desire to create strategic relationships that help our customers succeed
  • Excitement to work in a high-growth environment and to help build processes and tools as needed
  • Desire to get (more) technical and the ability to learn the ins and outs of Plaid\'s APIs

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn\'t fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate\'s work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

About Plaid

Plaid is a financial services company based in New York City. The company builds a technology platform, which enables applications to connect with users' bank accounts. Plaid focuses on enabling consumers and businesses to interact with their bank accounts, check balances, and make payments through financial technology applications. The company was founded in 2013 by Zach Perret and William Hockey. In January 2020, Visa announced that it would acquire Plaid for $5.3 billion. The acquisition was completed in January 2021.
Learn more about Plaid
Size
600 employees
Industry
Founded
2011

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