Account Executive - Insurance (Named)
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
The role focuses on developing complex enterprise deals, building long-term insurance relationships, shaping customer solutions, and supporting Plaid's insurance sales strategy.
Requirements
- 7+ years of quota-carrying experience in a new-revenue role
- 4+ years focused on insurance
- Experience closing enterprise-level deals with large target customers
- Strong prospecting, qualifying, and negotiating skills
- Consultative sales approach with a product-centric mindset
- Experience with sales development and vertical-focused revenue strategy
- Ability to articulate complex solutions to enterprise organizations
- Interest in insurance products
- Ability to learn Plaid's APIs
Responsibilities
- Identify potential customers and run the end-to-end sales process within the insurance vertical
- Build and maintain relationships with insurance companies from executives to product teams and developers
- Partner with product and marketing teams to define and execute the insurance segment sales strategy
- Manage the sales pipeline and accurately reflect the probability of close
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)