Strategic Account Executive, Fintech

Posted 11 Days Ago
Be an Early Applicant
San Francisco, CA
Hybrid
120K-140K Annually
Senior level
Fintech • Software
The Role
As an Account Executive at Plaid, you'll engage with existing Fintech customers and identify new growth opportunities. Responsibilities include managing sales processes, developing a strong pipeline of prospects, coordinating with cross-functional teams, and mastering Plaid solutions to align them with customer goals.
Summary Generated by Built In

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.


The Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision.


Your focus will be on working with Plaid's existing Fintech customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals. You'll also be tasked with engaging Fintechs that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process.

Responsibilities

  • Identify use cases and prospect into high-growth companies in the Fintech space.
  • Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
  • Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close
  • Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion
  • Manage pipeline and accurately forecast deal value and win probability.
  • Own mastery of Plaid solutions and evangelize for industry success across fintech, crypto, and other industries

Requirements

  • A minimum of 5+ years in a quota-carrying direct sales role, with a strong track record of attainment
  • Excellent prospecting, qualifying, and negotiating skills; consultative sales approach with a customer-centric mindset
  • Working knowledge of APIs and a desire to understand how Plaid works 'under hood' 
  • Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders.
  • Ability to effectively engage stakeholders at all levels of an organization into a consultative selling process

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!


Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].


Please review our Candidate Privacy Notice here.

Top Skills

APIs
The Company
HQ: San Francisco, CA
1,012 Employees
On-site Workplace
Year Founded: 2013

What We Do

Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use. Plaid connects with over 11,000 financial institutions across the U.S, Canada and Europe.

At Plaid, we have diverse backgrounds and skills, but we're all passionate about building a more efficient and inclusive financial infrastructure—together.

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