Associate Account Executive - Banking and Wealth

Plaid

🔍 Observed

$73K - $97K USD

New York First seen 3 weeks ago Last seen 2 hours, 9 minutes ago Lever

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Job Description

AI Summary

• Drive early-stage pipeline and independently close smaller deals (≤$100K ARR) for Plaid's Banking & Wealth solutions serving banks, credit unions, and wealth platforms • Qualify inbound leads, conduct discovery conversations with regulated financial institutions, and identify use cases like account opening, ACH transfers, and identity verification • Require 1–3 years of inside sales, SDR/BDR, or junior AE experience with comfort navigating multi-stakeholder conversations across compliance, product, and technology teams • Collaborate with senior account executives, Solutions Engineering, and cross-functional teams on larger deals while managing full-cycle sales motions independently for smaller opportunities • Work at Plaid, a well-funded fintech company founded in 2013 with global offices and a network connecting 12,000 financial institutions across the US, Canada, UK, and Europe

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.

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.

Plaid’s Banking & Wealth team partners with financial institutions to modernize digital banking, payments, and wealth experiences. As an Inside Sales Rep / Associate AE, you will drive early-stage pipeline, shepherd financial institutions through discovery, and own the closing process for smaller deals. You’ll collaborate closely with senior AEs, Solutions Engineering, and cross-functional partners to help banks, credit unions, and wealth platforms adopt Plaid’s connectivity, identity, payments, and data solutions.

Responsibilities: Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation. Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE. Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution. Partner with senior AEs on larger, multi-stakeholder deals. Assist senior AEs with early-stage qualification and strategy and qualification Craft tailored value narratives for financial institutions and support product demonstrations. Provide structured, industry-specific feedback to Product, Risk, and GTM. Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines. Qualifications: 1–3 years in Inside Sales, SDR/BDR, or junior AE roles; fintech or financial institution sales a plus. Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders. Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers.

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Job Information

Company:
Plaid
Location:
New York
Job Type:
Full-Time
Experience Level:
Entry
Source:
Lever
Status:
Active

Activity Score

65 /100

Likely Active (65)

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