Account Executive - Credit
Plaid is a financial technology company providing APIs and network connectivity for businesses to build financial products. Its platform supports bank-account linking, financial data access, identity verification, fraud and risk tools, credit underwriting, and bank payments.
Maintainer signals as of 8/12/2026
Funding history
Projects
About Plaid
Plaid operates a financial data network and API platform that lets businesses connect to financial institutions and build financial experiences. Its products support account and identity verification, real-time balance and transaction data, investment and liability data, income and underwriting workflows, fraud and AML risk checks, and multi-rail bank payments. It serves developers, businesses, financial institutions, platforms, lenders, banks, and consumer-facing financial-product providers.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will 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 each customer's 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
- Maintain a pipeline to support quota attainment
- Own the end-to-end sales cycle
- Coordinate sales engineers, product specialists, and other team members
- Coordinate cross-functional resources and drive sales initiatives
- Manage the pipeline and forecast deal value and win probability
- Understand Plaid solutions and align them with customer goals
