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Account Executive - Credit

You will engage prospective and existing lending customers, identify opportunities for Plaid solutions, build and manage a qualified pipeline, own the end-to-end sales cycle, coordinate cross-functional resources, forecast deal value and win probability, and align Plaid technology with each customer's goals.

Responsibilities

  • Identify opportunities for Plaid solutions with prospective and existing lending customers
  • Develop a book of engaged prospects
  • Maintain a pipeline to support quota attainment
  • Own the end-to-end sales cycle
  • Coordinate sales engineers, product specialists, and other team members
  • Coordinate cross-functional resources and drive sales initiatives
  • Manage the pipeline and forecast deal value and win probability
  • Understand Plaid solutions and align them with customer goals

Requirements

  • 5+ years in a quota-carrying direct sales role
  • Strong track record of quota attainment
  • Consumer lending or credit experience preferred
  • Prospecting, qualifying, and negotiating skills
  • Consultative sales approach
  • Working knowledge of APIs
  • Ability to explain complex concepts to technical and non-technical stakeholders
  • Ability to engage stakeholders at all organizational levels

See also

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