Account Executive - Banking and Wealth
Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.
Maintainer signals as of 9/2/2026
Funding history
Projects
About Plaid Inc.
Plaid provides developer infrastructure and financial tools for account connectivity, financial data access, bank payments, identity verification, AML monitoring, credit and underwriting, and fraud prevention. Its network supports thousands of fintech companies and more than 12,000 financial institutions across the United States, Canada, the United Kingdom, and Europe.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You'll focus 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. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention.
Requirements
- 3-5 years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
- Strong prospecting, qualifying, and negotiating skills with a consultative, product-centric sales approach
- Experience working with sales development and deploying a vertical-focused revenue strategy; banking and wealth experience preferred
- Ability to articulate complex solutions to all levels of a banking organization
- Interest in financial services products and a desire to build strategic customer relationships
- Excitement to work in a high-growth environment and help build processes and tools
- Desire to become more technical and learn Plaid's APIs
Responsibilities
- Identify potential customers and run the end-to-end sales process within the Banking and Wealth segment
- Build and maintain relationships with financial institutions, from executives to product teams and developers, and serve as a subject matter expert
- Partner with sales and marketing teams to define and execute the Banking and Wealth segment sales strategy
- Work with the Product team, SEs, and Account Managers to identify gaps in solutions for financial institutions
- Manage pipeline and accurately reflect the probability of close
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)