Avatar for Plaid
Plaid
Actively Hiring
Our mission is to unlock financial freedom for everyone
  • B2B
  • Scale Stage
    Rapidly increasing operations
  • Top Investors
    This company has received a significant amount of investment from top investors
  • +4

Account Executive - Banking and Wealth

Posted: 5 months ago
Visa Sponsorship

Not Available

RelocationAllowed

About the job

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Remote

Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data.

We’re building a team to work exclusively with the leading banks throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks.

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 the 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

About the company

Plaid company logo

Plaid

Actively Hiring
Our mission is to unlock financial freedom for everyone201-500 Employees
  • B2B
  • Scale Stage
    Rapidly increasing operations
  • Top Investors
    This company has received a significant amount of investment from top investors
  • Valuation $1B+
    This company has a valuation of $1B or more
  • 4.9
    Highly rated
    Plaid is highly rated on Glassdoor, with 4.9 out of 5 stars
  • 4.1
    Work / Life Balance
    Employees rate Plaid 4.1/5 on Glassdoor for work / life balance
  • 4.5
    Strong Leadership
    Employees rate Plaid 4.5/5 on Glassdoor for faith in leadership
Learn more about Plaid image

Funding

AMOUNT RAISED
$734.3M
FUNDED OVER
5 rounds
Rounds
D
$425,000,000
Series D - Apr 2021+4

Perks

Healthcare benefits
Top-notch medical, life, dental, and vision insurance.
Equity benefits
We think everyone at Plaid should feel ownership over their work—literally.
Catered meals
We offer breakfast, lunch, and dinner to keep you well-fed and healthy.
Wellness benefits
Monthly wellness stipend (gym on us).
Commuter benefits
Whether you drive, bike, or take public transportation, we help cover the cost.
Learning stipend
We encourage Plaid employees to pursue personal development and growth.
Bringing people together
We foster an inclusive workplace at Plaid. Whether it’s our biweekly Plairings, Diversity & Inclusion events, regular team outings, or our annual retreat, we want there to be a little something for everyone.
Building a more efficient and inclusive financial infrastructure—together
Our values guide everything from how we treat each other to how we make decisions.

Founders

Zach Perret
Founder • 3 years
San Francisco
image
William Hockey
Founder • 3 years
San Francisco
image
View the team image

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