Solutions Specialist, Plaid
Fraud
$107.3-210.2k
Infrastructure and APIs for FinTech
Open for applications
Infrastructure and APIs for FinTech
1001+ employees
Open for applications
$107.3-210.2k
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 8+ years of work experience, with 5+ years of sales experience in a new-revenue or sales specialist role (quota carrying), or sales engineering role, and a strong track record of closing deals
- Deep experience and market knowledge within the Fraud, Risk, Identity Verification, KYC/AML, and Identity space
- Strong communication and presentation skills, and an ability to build relationships with prospects and customers, up to the C-suite
- Ability to sell a technical, complex solution to a business buyer
- Experience building a targeted sales plan to hit revenue goals across existing and new customers
- Strong collaboration skills and ability to work across a variety of internal stakeholders
- Excitement to work in a high-growth environment and to help build processes and scale product growth across the revenue team
- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
What the job involves
- Our Revenue Specialist team at Plaid combines deep product and industry knowledge and is focused on bringing new Plaid solutions to an ever-broadening set of businesses
- The team works in partnership with our Product and Go-To-Market (GTM) with shared ownership of solution adoption and revenue
- Your unique market knowledge will help our customers better understand our Fraud solutions and accelerate accelerate the adoption of the related products in the market
- Your focus will vary depending on the stage of the product development lifecycle - you’ll be leading product pilots with early customers, and be specializing across the revenue team to accelerate the growth of a specified product to market
- You will work closely with Sales, Account Management, Client Engineering, and Product Marketing to identify, sell and close deals specific to the Fraud space
- Responsible for the complete sales funnel for our Fraud products & features (building pipeline, selling, signing deals)
- Partner with Account Executives, Account Managers, Sales Engineers, Sales Leaders, Product Managers and Product Marketing to hit product and solution area revenue goals
- Accelerate revenue growth for Plaid's Fraud Solutions
- Responsible for authoring or updating the sales playbook that will enable scaling of early product sales to repeatable motion by scaled sales org (e.g. developing the GTM playbook, co-selling until product maturation)
- Scale and enable a sales process across many different customer types and sellers
- Work cross-functionally to improve the client onboarding experience as they build with Plaid, collecting and translating customer and partner feedback into meaningful product insights for our Product, Marketing, and Engineering teams
Our take
Plaid builds infrastructure that allows a consumer 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 12,000 financial institutions in the US, Canada, the UK and Europe. 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. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
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
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
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