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PlaidPlaidNew York, NY

Account Executive

Account Executive focused on selling Plaid's API platform to large banks and wealth management firms. Drive end-to-end enterprise sales, build executive relationships, and shape product strategy for financial institutions.

206k – 240k/yr
Hybrid3+ YOEAccount Executive

About the role

Responsibilities

  • Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
  • Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert
  • Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy
  • Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions
  • Manage pipeline and accurately reflect the probability of close

Qualifications

  • 3-5 years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
  • Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset
  • Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in Banking and Wealth vertical
  • Proven ability to interact and articulate complex solutions to all levels of a banking organization
  • Interest in financial services products and a desire to create strategic relationships that help our customers succeed
  • Excitement to work in a high-growth environment and to help build processes and tools as needed
  • Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs

Skills

Sales StrategyPipeline ManagementProspectingNegotiatingConsultative SalesFinancial ServicesBankingPlaid Apis
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