Plaid
Account Executive - Banking and Wealth
New York City Office
Sponsorship not specifiedDetected 21 days ago
SalesAccount Management
About the role
- We believe that the way people interact with their finances will drastically improve in the next few years.
- 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
- Build and maintain relationships with Financial Institutions, from executives to product teams and developers
- Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy
- Manage pipeline and accurately reflect the probability of close
- Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert
- We're dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products.
Requirements
- Experience (3-5 years of quota-carrying experience) in a new-revenue role and a strong track record of closing deals
- Experience working with sales development and deploying a vertical focused revenue strategy
- strong preference towards those with prior experience in Banking and Wealth vertical
- Proven ability to interact and articulate complex solutions to all levels of a banking organization
- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
- 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 towards those with prior experience in Banking and Wealth vertical
- 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
Skills
- Plaid powers the tools millions of people rely on to live a healthier financial life.
Compensation
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
Benefits
- Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data.
- Your focus will be on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision.
Company info
- Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
- Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
This listing is sourced directly from Plaid's careers page and normalized into a canonical job model.