Named Credit Account Executive, Plaid
$117.8-165k
Data network powering the tools millions of people rely on to live a healthier financial life
Open for applications
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Open for applications
$117.8-165k
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- A minimum of 7+ years in a quota-carrying direct sales role, with a strong track record of attainment
- Excellent prospecting, qualifying, and negotiating skills; consultative sales approach with a customer-centric mindset
- Working knowledge of APIs and a desire to understand how Plaid works 'under the hood'
- Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders
- Ability to engage stakeholders at all levels of an organization, without being perceived as ‘salesy’
- 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
- The Credit team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established lenders take their growth to the next level
- Our thesis is that every lender can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives, including approving more borrowers and reducing overall portfolio risk through Plaid’s innovative credit solutions
- In this role, you'll be the individual helping us achieve this vision
- Your focus will be on engaging a curated list of lenders that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process
- Additionally, you’ll be working with Plaid's existing lending customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals
- This role will work across all segments at Plaid to partner with the segment Account Executives to accomplish these goals
- Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending customers
- Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
- Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process
- Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion
- Manage pipeline and accurately forecast deal value and win probability
- Develop a deep understanding of Plaid solutions and apply this knowledge by identifying how each customer can leverage our technology to achieve their unique goals and objectives
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.
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