Account Executive - Credit

Plaid is a financial data network and fintech infrastructure company that helps people securely connect financial accounts to digital financial services.

Series D0 current maintainers0 active leadsTeam intelligence

Maintainer signals as of 9/2/2026

San Francisco, United States

Funding history

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.

View jobs by Plaid Inc.

Skills

Candidate Availability

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

Engage prospective and existing lending customers, identify opportunities for Plaid solutions, build and manage a qualified pipeline, own the end-to-end sales cycle, coordinate cross-functional resources, forecast deal value and win probability, and align Plaid technology with customer goals.

Requirements

  • 5+ years in a quota-carrying direct sales role
  • Strong track record of quota attainment
  • Consumer lending or credit experience preferred
  • Prospecting, qualifying, and negotiating skills
  • Consultative sales approach
  • Working knowledge of APIs
  • Ability to explain complex concepts to technical and non-technical stakeholders
  • Ability to engage stakeholders at all organizational levels

Responsibilities

  • Identify opportunities for Plaid solutions with prospective and existing lending customers
  • Develop a book of engaged prospects and maintain a pipeline to support quota attainment
  • Own the end-to-end sales cycle and coordinate sales engineers, product specialists, and other team members
  • Coordinate cross-functional resources and drive consultative sales initiatives
  • Manage the pipeline and forecast deal value and win probability
  • Understand Plaid solutions and align them with customer goals

Benefits

  • Equity and/or commission
  • Medical, dental, and vision coverage
  • 401(k)