Commercial Lead Banking and Wealth

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

Series D7 current maintainers5 active leads
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

You will negotiate key customer contracts, develop pricing strategies, and enable new deals. You will drive renewals, upsells, and cross-sells, improve commercial frameworks and processes, and serve as a commercial point of contact for cross-functional initiatives.

Requirements

  • 4-7 years of experience in strategic sales, business development, finance, consulting, partnerships, or GTM strategy
  • Experience owning complex, high-value commercial agreements
  • Track record negotiating complex multi-product or multi-party agreements in regulated industries
  • Cross-functional experience with Product, Legal, Engineering, and GTM teams
  • Executive communication skills
  • Experience building scalable commercial frameworks, pricing strategies, or decision processes
  • Knowledge of fintech, open finance, and technical products

Responsibilities

  • Collaborate with Sales, Account Management, and Banking and Wealth teams to negotiate customer contracts
  • Enable new deals with top prospects while following operating practices
  • Drive renewals, upsells, and cross-sells with customers
  • Craft pricing strategies
  • Improve commercial terms, practices, and processes
  • Serve as a GTM expert on commercialization, pricing, and agreement requirements
  • Serve as the GTM point of contact for cross-functional special projects

Benefits

  • Equity
  • Commission
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k)