Associate Account Executive, Plaid

Banking and Wealth

$73.4-96.6k

Junior and Mid level

New York

San Francisco Bay Area

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

$73.4-96.6k

Junior and Mid level

New York

San Francisco Bay Area

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

1–3 years in Inside Sales, SDR/BDR, or junior AE roles; fintech or financial institution sales a plus
Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders
Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers
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

As an Inside Sales Rep / Associate AE, you will drive early-stage pipeline, shepherd financial institutions through discovery, and own the closing process for smaller deals
You’ll collaborate closely with senior AEs, Solutions Engineering, and cross-functional partners to help banks, credit unions, and wealth platforms adopt Plaid’s connectivity, identity, payments, and data solutions
Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms OR enterprise companies
Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation
Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE
Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution
Partner with senior AEs on larger, multi-stakeholder deals
Assist senior AEs with early-stage qualification and strategy and qualification
Craft tailored value narratives for financial institutions and support product demonstrations
Provide structured, industry-specific feedback to Product, Risk, and GTM
Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines

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.

Salary benchmarks

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