Plaid
Solutions Specialist - Payments
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.
Our Revenue Specialist team at Plaid combines deep product and industry knowledge and is focused on bringing new Plaid solutions to an ever-broadening set of businesses. The team works in partnership with our Product and Go-To-Market (GTM) with shared ownership of solution adoption and revenue.
Your unique market knowledge will help our customers better understand our Billing & Recurring Payments solutions and accelerate the adoption of the related products in the market. You will work closely with Sales, Account Management, Client Engineering, and Product Marketing to identify, sell and close deals specific to the Billing & Recurring Payments space.
Responsibilities
- Responsible for the complete sales funnel for our Billing & Recurring Payments products & features (building pipeline, selling, signing deals).
- Partner with Account Executives, Account Managers, Sales Engineers, Sales Leaders, Product Managers and Product Marketing to hit product and solution area revenue goals.
- Accelerate revenue growth for Plaid's Billing & Recurring Payments solution.
- Responsible for authoring or updating the sales playbook that will enable scaling of early product sales to repeatable motion by scaled sales org (e.g. developing the GTM playbook, co-selling until product maturation).
- Scale and enable a sales process across many different customer types and sellers.
- Work cross-functionally to improve the client onboarding experience as they build with Plaid, collecting and translating customer and partner feedback into meaningful product insights for our Product, Marketing, and Engineering teams.
Qualifications
- 8+ years of work experience, with 5+ years of sales experience in a sales, account manager, sales engineer or sales specialist role (quota carrying) and a strong track record of closing deals and/or supporting deal closure.
- Deep experience and market knowledge within the Pay by Bank, Billing & Recurring Payments, ACH, ACH Return Risk and ACH Adoption & Conversion.
- Strong communication and presentation skills, and an ability to build relationships with prospects and customers, up to the C-suite.
- Ability to identify customer pain and map Plaid’s Billing & Recurring Payments offerings to the required business outcomes.
- Experience building a targeted sales plan to hit revenue goals across existing and new customers.
- Strong collaboration skills and ability to work across a variety of internal stakeholders.
- Excitement to work in a high-growth environment and to help build processes and scale product growth across the revenue team.
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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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.
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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.
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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.
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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.
