Account Executive - Banking and Wealth

Plaid

🔍 Observed

$91K - $120K USD

San Francisco First seen 3 weeks ago Last seen 4 hours, 56 minutes ago Lever

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Job Description

AI Summary

• Develop and close large, complex enterprise deals with leading North American banks while building long-term relationships across executive, product, and developer teams • Identify new banking and wealth management customers, manage the full sales pipeline, and serve as a subject matter expert in the financial services industry • Collaborate with product, sales engineering, and account management teams to shape Plaid's banking solutions and align offerings with customer needs • Requires 5+ years of quota-carrying new-revenue sales experience with a track record of success in enterprise financial services • Remote position with Plaid, a fintech infrastructure company processing connections across 12,000 financial institutions globally

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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.

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: 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

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Job Information

Company:
Plaid
Location:
San Francisco
Job Type:
Full-Time
Experience Level:
Senior
Source:
Lever
Status:
Active

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