Account Executive - Banking and Wealth, Territory Accounts
Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.
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
About the Role
You will identify potential customers and run the end-to-end sales process within the Banking and Wealth segment. You will manage a pipeline of net-new accounts across a large territory of community banks and credit unions, balancing transactional and strategic sales cycles. You will build relationships from executives to developers, partner with sales and marketing on strategy, and work with Product, SEs and Account Managers to identify gaps in solutions.
Requirements
- 3-5 years of quota-carrying closing experience in a new-revenue role with a strong track record of closing deals
- Strong prospecting, qualifying, and negotiating skills; consultative sales approach
- Experience working with sales development and deploying a vertical focused revenue strategy; preference for Banking and Wealth experience
- Ability to articulate complex solutions to all levels of a banking organization
- Interest in financial services products
- Desire to learn Plaid's APIs and get more technical
Responsibilities
- Identify potential customers and run the end-to-end sales process within the Banking and Wealth segment
- Manage a pipeline of net-new accounts across a large territory alongside a small existing customer base
- Prospect and close new business across community banks and credit unions ($0-20B AUM)
- Build and maintain relationships with Financial Institutions, from executives to product teams and developers
- Partner with sales and marketing teams to define and execute the segment sales strategy
- Work with Product, SEs and Account Managers to identify gaps in solutions for Financial Institutions
- Manage pipeline and accurately reflect probability of close
Benefits
- Medical
- Dental
- Vision
- 401(k)
- Equity
