Plaid
Account Executive - Fintech Named
The Role
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.
The Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision.
Responsibilities
- Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
- Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
- Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod.
- Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome.
- Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks.
- 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 7+ 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.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
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, gender identity, gender expression, transgender status, sexual stereotypes, 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 any assistance with your application or interviews due to a disability, please let us know at [email protected].
Please review our Candidate Privacy Notice here.
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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The Company
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.
