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.

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Skills

Account Api Banking Coaching Fintech Forecasting Infrastructure Management Marketing Payment Pipeline Platform Pricing Recruiting Saas Sales

Candidate Availability

Hybrid · New York City · Required

Required and preferred rules are kept separate and reflect the wording in the original posting.

About the Role

You will lead a team of Territory Account Executives managing fintech accounts. You will coach expansion and new-logo opportunities, develop account strategies, grow multi-product relationships, manage pipeline and revenue targets, recruit talent, address performance, and support strategic deals.

Requirements

10+ years of B2B SaaS or platform and infrastructure sales experience
Meaningful fintech payments or financial services experience
5+ years of frontline sales management experience
Experience leading quota-carrying account executive teams
Track record coaching account executives on $100K–$500K+ ARR accounts
Experience with net-new logo acquisition
Strong pipeline and forecast data discipline
Cross-functional influencing ability
Outstanding communication and executive presence
Experience managing sales cycles from technical champion to C-suite buyer
Coaching-first leadership style
API-first or developer-focused product experience is a plus
Consumption-based or usage-based pricing experience is a plus
Open banking identity verification or payments infrastructure experience is a plus

Responsibilities

Manage 5–7 Territory Account Executives
Coach account executives on expansion and new-logo opportunities
Build account strategies and executive value messaging
Drive multi-product adoption and executive relationships
Manage consumption-based revenue targets through pipeline operating rhythms
Develop sales talent through one-to-ones deal reviews and coaching
Recruit and assess exceptional account executive talent
Set performance expectations and address performance issues
Collaborate with Marketing Product Account Management Legal and Commercial teams
Coach strategic deals while preserving account executive ownership

Benefits

Equity
Commission