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.
Our Revenue Specialist team at Plaid combines deep product and industry knowledge and is focused on bringing new and specialized Plaid products and solutions to an ever-broadening set of businesses. The team is aligned to our Goal Based Teams (GBT - ie Business Units) and has shared ownership with the GBT on financial and adoption metrics for new and specialized products.
As a member of the Revenue Specialist team, you will be the individual helping us achieve this vision and accelerate the growth of new and specialized products in the market, specific to our Credit and Lending verticals. Your focus will vary depending on the stage of the product development lifecycle - you’ll be leading product pilots with early customers, and be specializing across the revenue team to accelerate the growth of a specified product to market. You will work closely with Sales, Account Management, Client Engineering, and Product Marketing to identify, sell and close deals specific to the credit and lending space. This role will focus on selling into Plaid’s Enterprise, and Banking & Wealth prospects and customers.
Responsibilities
- Responsible for the complete sales funnel for new and specialized products & features (building pipeline, selling, signing deals) within Plaid’s Credit suite, specifically the Plaid Consumer Report product.
- Partner with Account Executives, Account Managers, Customer Engineers and Product Marketing to hit product and solution area revenue goalsFocus on sales readiness for bringing new products & features to market (post-MVP products -- beta stage and beyond)
- Responsible for authoring or updating the sales playbook that will enable scaling of early product sales to repeatable motion by scaled sales org (e.g. developing the GTM playbook, co-selling until product maturation)
- Scale and enable a sales process across many different customer types and sellers
- Work cross-functionally to improve the client onboarding experience as they build with Plaid, collecting and translating customer and partner feedback into meaningful product insights for our Product, Marketing, and Engineering teams
Qualifications
- 8+ years of work experience, with 5+ years of sales experience in a new-revenue or sales specialist role (quota carrying), or sales engineering role, and a strong track record of closing deals
- Experience working with upmarket customers in the Enterprise and/or Banking and Wealth space
- Deep industry expertise in Credit or Lending
- Strong communication and presentation skills, and an ability to build relationships with prospects and customers, up to the C-suite
- Ability to sell a technical, complex solution to a business buyer
- Experience building a targeted sales plan to hit revenue goals across existing and new customersStrong collaboration skills and ability to work across a variety of internal stakeholders
- Excitement to work in a high-growth environment and to help build processes and scale product growth across the revenue team
- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
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.
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.
