Account Executive, Plaid

Insurance, Named

$331.2-360k

OTE

+ Equity

Senior and Expert level

New York

San Francisco Bay Area

1-5 days a week in office

Data network powering the tools millions of people rely on to live a healthier financial life

Posted today

Data network powering the tools millions of people rely on to live a healthier financial life

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Posted today

$331.2-360k

OTE

+ Equity

Senior and Expert level

New York

San Francisco Bay Area

1-5 days a week in office

1001+ employees

FintechB2BBankingInternal toolsSaaSAPI

Company mission

To unlock financial freedom for everyone.

Job

Company

Role

Who you are

7+ years of quota-carrying experience in a new-revenue role and a strong track record of closing deals enterprise level deals (4+ years focused on insurance) with large target customers
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 Insurance vertical
Proven ability to interact and articulate complex solutions to all levels of an enterprise level organization
Interest in insurance 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

What the job involves

We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks
Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision.
Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance
Identify potential customers and run the end-to-end sales process within our Insurance Vertical
Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert
Partner with our product and marketing teams to continue to define and execute our Insurance segment sales strategy
Manage pipeline and accurately reflect the probability of close

Our take

Plaid builds infrastructure that allows consumers to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.

Plaid has integrated with over 12,000 financial institutions in the US, Canada, the UK and Europe. And about a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs).

The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts. This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow.

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

40% female employees

-15% employee growth in 12 months

Glassdoor (4.2)

Company

Funding (last 2 of 6 rounds)

Apr 2025

$575m

LATE VC

Apr 2021

$425m

SERIES D

Total funding: $1.3bn

Company benefits

Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft

Company HQ

SoMa, San Francisco, CA

Leadership

Zach Perret

(Co-Founder & CEO)

Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.

Salary benchmarks

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