Account Executive - Banking and Wealth
Hybrid
Full Time
#Sales
#Banking
#Financial Services
#Negotiation
#Consultative Sales
#Pipeline Management
#Product Knowledge
At Plaid, we believe the way people manage their money is on the verge of a major transformation. Since 2013, we have been building the infrastructure that powers the financial lives of millions, connecting thousands of companies like Venmo and SoFi to a network of 12,000 financial institutions across the United States, Canada, the United Kingdom, and Europe. Our mission is to unlock financial freedom for everyone, and we are looking for passionate people to help us build the future of fintech.
What is this role?
We are seeking a Senior Account Executive to join our team on a full-time basis. This is a hybrid role focused on our Banking and Wealth segment. You will be instrumental in helping leading North American banks modernize their digital experiences by leveraging our data and technology. This is a high-impact position for an experienced professional who is ready to lead complex enterprise deals and shape the future of our product strategy in the banking sector.
What will you do?
- Identify and engage potential banking and wealth management clients, managing the entire sales lifecycle from initial outreach to closing.
- Cultivate and maintain deep, long-term relationships with stakeholders at financial institutions, ranging from product teams and developers to executive leadership.
- Collaborate closely with our product, marketing, and sales engineering teams to refine our segment strategy and identify opportunities to improve our solutions for the banking industry.
What makes you a great fit?
To be successful in this role, you should bring a blend of technical curiosity and strategic sales expertise. We are looking for candidates who possess the following:
- At least 5 years of experience in a quota-carrying, new-revenue role with a proven history of closing deals.
- Strong skills in prospecting, qualifying, and negotiation, paired with a consultative sales approach.
- A deep understanding of the banking and wealth industry, with the ability to explain complex technical solutions to diverse audiences.
- A desire to get hands-on with our APIs and a passion for building processes within a high-growth environment.
- Fluency in English.
What's in it for you?
We are committed to supporting our team members both professionally and personally. As part of our team, you will enjoy the following benefit:
- Hybrid work flexibility to help you balance your professional and personal life.
