Plaid
Account Executive - Banking and Wealth
Plaid, San Francisco, California, United States, 94199
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.
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 for 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
Salary Base salary range for this position is $91,200–$120,000 per year, varying by geographic zone. Commission, equity, and benefits are additional components of total compensation.
Geographic Zones
Zone 1 – New York City and San Francisco Bay Area
Zone 2 – Los Angeles, Seattle, Washington D.C.
Zone 3 – Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego
Zone 4 – Raleigh‑Durham and all other US cities
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Industries
Software Development, Technology, Information and Internet, and Financial Services
Equal Opportunity Statement Plaid is proud to be an equal‑opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need assistance with your application or interviews due to a disability, please let us know at
[email protected] . Please review our Candidate Privacy Notice here.
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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 for 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
Salary Base salary range for this position is $91,200–$120,000 per year, varying by geographic zone. Commission, equity, and benefits are additional components of total compensation.
Geographic Zones
Zone 1 – New York City and San Francisco Bay Area
Zone 2 – Los Angeles, Seattle, Washington D.C.
Zone 3 – Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego
Zone 4 – Raleigh‑Durham and all other US cities
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Industries
Software Development, Technology, Information and Internet, and Financial Services
Equal Opportunity Statement Plaid is proud to be an equal‑opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need assistance with your application or interviews due to a disability, please let us know at
[email protected] . Please review our Candidate Privacy Notice here.
#J-18808-Ljbffr