Responsibilities:
- 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 10+ 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, without being perceived as ‘salesy’.
Plaid Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Plaid and has not been reviewed or approved by Plaid.
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Fair & Transparent Compensation — Pay is described as competitive to strong for many roles, with total compensation often positioned toward the high end for tech. The biggest determinants of satisfaction are framed as level, team, and the cash-versus-equity mix.
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Healthcare Strength — Healthcare coverage is positioned as comprehensive, with explicit support for fertility and mental health. This breadth is repeatedly emphasized as a standout part of the overall package.
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Leave & Time Off Breadth — Time-off is presented as flexible or “unlimited,” alongside an expectation that people take time away. Additional structures like company-wide breaks and potential sabbatical offerings are also referenced as part of time-away support.
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What We Do
Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe. At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.







