Account Executive - Insurance (Named)
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 identify insurance companies as potential customers, lead the end-to-end enterprise sales process, build relationships with executives, product teams, and developers, partner with product and marketing teams on the insurance sales strategy, and manage the sales pipeline.
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
- Prospecting, qualifying, and negotiating skills
- Consultative sales approach
- Experience with sales development and vertical-focused revenue strategy
- Ability to articulate complex solutions to all levels of an enterprise organization
- 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 pipeline and accurately reflect the probability of close
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)