Account Executive, Plaid

Small and Medium sized Business

$96.6k

Mid level

New York

1-5 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

FintechB2BBankingInternal toolsSaaSAPI

Job no longer available

$96.6k

Mid level

New York

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

3+ years of quota-carrying, technical selling experience in a new-net hunting role
Proficiency in technical products and APIs
A strong track record of over performance
A hunter mentality
Ability to collaborate internally and exhibit a “win as a team” mentality
Experience in building territory plans and executing to plan
Passion working with growth stage private companies
Passion for Plaid’s mission of unlocking financial freedom for everyone

What the job involves

You will focus on generating new deals and building strong, long-lasting relationships with companies
You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more
Identify use cases and prospect high growth companies that are ~150 employees and beyond
Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close
Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion
Own mastery of Plaid solutions and evangelize for industry success across fintech and other industries

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 (4.1)

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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