Plaid

Account Executive - Fintech Named

Plaid$100K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years in a direct sales role with proven track record of meeting sales quotas.
  • Strong prospecting, qualifying, and negotiation skills focused on a consultative sales approach.
  • Basic understanding of APIs and a curiosity about Plaid's technical workings.
  • Ability to communicate complex concepts simply to both technical and non-technical audiences.
  • Capability to engage with stakeholders across all organizational levels.

Responsibilities

  • Build strong customer relationships and demonstrate Plaid's value to clients.
  • Explore all dimensions of customer accounts to drive adoption of Plaid solutions.
  • Collaborate with team members to achieve sales success as a cohesive unit.
  • Understand customer goals and communicate how Plaid can assist in achieving them.
  • Demonstrate initiative by proactively identifying and mitigating risks.
  • Identify potential opportunities for value delivery to high-growth Fintech clients.
  • Maintain a robust pipeline of engaged prospects to meet sales targets.

Benefits

  • Opportunity to work with a diverse and driven team focused on equitable financial solutions.
  • Access to professional development to enhance skills and growth within the fintech space.
  • Encouragement of unique backgrounds and experiences contributing to company inclusivity.
Full Job Description
The Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision.

Responsibilities
  • Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
  • Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
  • Win as a team - in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod.
  • Deeply understand each customer's goals and priorities, and effectively communicate how Plaid's solutions can help them achieve the desired outcome.
  • Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks.
  • Identify opportunities for Plaid solutions to deliver value, with both existing and prospective high-growth Fintech customers.
  • Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota.
  • Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process.
  • Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion.
  • Manage pipeline and accurately forecast deal value and win probability.
  • Develop a deep understanding of Plaid solutions and apply this knowledge by identifying how each customer can leverage our technology to achieve their unique goals and objectives.

Qualifications
  • A minimum of 7+ years in a quota-carrying direct sales role, with a strong track record of attainment.
  • Excellent prospecting, qualifying, and negotiating skills; consultative sales approach with a customer-centric mindset
  • Working knowledge of APIs and a desire to understand how Plaid works 'under hood'
  • Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders.
  • Ability to engage stakeholders at all levels of an organization.

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!

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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