Account Executive - SMB

Sorry, this job was removed at 06:10 a.m. (UTC) on Saturday, May 02, 2026
2 Locations
Hybrid
74K-97K Annually
Fintech • Software
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.

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 at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every  financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more.

Responsibilities

  • Identify use cases and prospect high growth companies that are ~100 employees and beyond
  • Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
  • Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close
  • Coordinate cross-functional resources and drive initiatives across
  • Plaid to support a consultative sales motion
  • Own mastery of Plaid solutions and evangelize for industry success across fintech and other industries

Qualifications

  • 3+ years of quota-carrying, technical selling experience in a new-net hunting role
  • A strong track record of over performance
  • A hunter mentalityAbility to collaborate internally and exhibit a “win as a team” mentality
  • Experience in building territory plans and executing to plan
  • Passion working with growth stage private companies 
  • Proficiency in technical products and APIs
  • Passion for Plaid’s mission of unlocking financial freedom for everyone

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.

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.

  • Healthcare Strength Healthcare is described as comprehensive, with medical, dental, vision, robust mental health support, and an Employee Assistance Program. Coverage breadth is consistently highlighted as a core strength within the overall package.
  • Parental & Family Support Family-building benefits include extensive paid parental leave, adoption assistance, fertility testing/support, and daycare support. These programs are positioned as strong relative to common tech-industry offerings.
  • Leave & Time Off Breadth Time off includes flexible/unlimited PTO and two company-wide synchronous rest weeks that enable true disconnection. The rest culture is emphasized as a distinctive element supporting work-life balance.

Plaid Insights

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The Company
HQ: San Francisco, CA
1,500 Employees
Year Founded: 2013

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.

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