Sales Specialist, Plaid
New Products
$127-189.2k
1-5 days a week in office
Infrastructure and APIs for FinTech
Be an early applicant
Infrastructure and APIs for FinTech
1001+ employees
Be an early applicant
$127-189.2k
1-5 days a week in office
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
- Experience working with upmarket customers in the Enterprise and/or Banking and Wealth space
- Deep industry expertise in Credit or Lending
- 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 customersStrong 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
- As a member of the Revenue Specialist team, you will be the individual helping us achieve this vision and accelerate the growth of new and specialized products in the market, specific to our Credit and Lending verticals.
- 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 credit and lending space.
- This role will focus on selling into Plaid’s Enterprise, and Banking & Wealth prospects and customers
- Responsible for the complete sales funnel for new and specialized products & features (building pipeline, selling, signing deals) within Plaid’s Credit suite, specifically the Plaid Consumer Report product
- Partner with Account Executives, Account Managers, Customer Engineers and Product Marketing to hit product and solution area revenue goalsFocus on sales readiness for bringing new products & features to market (post-MVP products -- beta stage and beyond)
- 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
Few candidates hear
back within 2 weeks
40% female employees
-15% employee growth in 12 months
Company
Employee endorsements
Opportunities to learn
"Lots of opportunities to grow within your space, the teams in Plaid Europe are small which means you are getting exposure to areas you may not in..."
Funding (last 2 of 5 rounds)
Apr 2021
$425m
SERIES D
Dec 2018
$250m
SERIES C
Total funding: $734.3m
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 values
- Impact - We are building a company in order to create outcomes for consumers, and for our customers. The work we do is focused on creating extraordinary results for both. We choose what we work on and measure ourselves by the lasting impact created.
- Grow, together - We constantly strive to learn and improve — as individuals, as a team, and as a company. We foster a culture of feedback, delivered frequently and empathetically. We are each responsible for our own growth, and for the growth of those around us.
- Embrace openness and positivity - These characteristics play an important role in how we interact with each other, and how we represent ourselves to the world. We are intentional with our openness (or clear when we cannot be), and we approach our relationships and challenges with optimism.
- Think rigorously; act with urgency - We work diligently to make sound decisions — but we also recognise that speed matters. We move with urgency to bring our work to the world.
- Make it better - Each of us is an owner of Plaid. We are committed to continuous improvement and leaving things better than we found them. It is not perfection we seek, but valuable, pragmatic improvements to our products, our company, and our craft.
- Consumer outcomes via customer love - Plaid exists to improve outcomes for consumers. The primary way we achieve this is through the love and loyalty of our customers. We work with and through our customers, always with the best interest of the consumer in mind
- Invent tomorrow - We think big and take responsibility for creating the financial ecosystem we want to exist. We don’t wait to see what the future will bring; we create it ourselves
Company HQ
SoMa, San Francisco, CA
Articles
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
Salary benchmarks
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Diversity, Equity & Inclusion at Plaid
Andrea Cruz (DEIB Program Manager)
- We are promoting equity by continuing to build employee programs to attract and keep talent growing and thriving at Plaid.
- We foster inclusion by offering annual DEIB education.
- We are building belonging with our four Plaid Community Groups: Plaids of Colour, Plaids of Faith, PLGBTQ+ and Women+.
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