Account Executive, Plaid
Banking and Wealth, Territory Accounts
$206.4-240k
OTE
+ Equity
2+ days a week in office
Data network powering the tools millions of people rely on to live a healthier financial life
Job no longer available
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Job no longer available
$206.4-240k
OTE
+ Equity
2+ days a week in office
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- Experience (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
- 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!
What the job involves
- We’re building a team to work exclusively with the leading banks 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 with the banks to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in banking
- 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
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
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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