Account Executive - Banking and Wealth

You'll focus on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention.

Responsibilities

• Identify potential customers and run the end-to-end sales process within the 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 sales and marketing teams to define and execute the Banking and Wealth segment sales strategy
• Work with the Product team, SEs and Account Managers to identify gaps in solutions for Financial Institutions
• Manage pipeline and accurately reflect the probability of close

Requirements

• 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 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

Benefits

• Equity
• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)