Head of Revenue Banking and Wealth
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
You will own the Banking and Wealth segment's full P&L and lead sales and account management across the customer lifecycle. You will set go-to-market strategy, develop talent, manage pipeline and forecasts, lead strategic deals and renewals, and build scalable sales processes and playbooks.
Requirements
- 15+ years of revenue leadership experience spanning sales.
- 5+ years owning a P&L or a combined sales and account management organization.
- Experience managing managers or leading a multi-layered team.
- Demonstrated success building and scaling industry-vertical teams.
- Experience coaching sales and account management talent across transactional and enterprise deals.
- Experience selling into or managing accounts within regulated financial institutions.
- Experience across new customer acquisition, retention, and expansion.
- Experience managing relationships through C-level stakeholders.
Responsibilities
- Own the full P&L for the Banking and Wealth segment, including revenue, retention, and growth targets.
- Hire, coach, mentor, and develop talent across sales and account management.
- Define and evolve go-to-market strategy, territory design, account segmentation, vertical strategy, and customer lifecycle management.
- Drive new-logo acquisition, retention, and expansion of existing accounts.
- Manage pipeline generation, forecasting accuracy, and quota and retention attainment.
- Engage in strategic and complex deals and renewals with senior banking and wealth management executives.
- Collaborate with cross-functional partners to support a seamless customer experience.
- Build and evangelize sales and account management processes, methodologies, and playbooks.
Benefits
- Equity and/or commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
