sales
Posted 3 weeks agoAccount Executive - Banking and Wealth
at Plaid
Remote
Responsibilities
- - Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment - Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert - Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy - Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions - Manage
Requirements
- Experience (3-5 years of quota-carrying experience) in a new-revenue role and a strong track record of closing deals - Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset -
- Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior
- experience in Banking and Wealth vertical - Proven ability to interact and articulate complex solutions to all levels of a banking organization - Interest in financial services products and a desire to create strategic relationships that help our customers succeed - Excitement to work in a high-growth environment and to help build processes and tools as needed - Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs Our mission at Plaid is to unlock financial freedom for
Benefits
- Your focus will be on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision.
- experience and skillset, and location. Pay and
- benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Additional details
- We believe that the way people interact with their finances will drastically improve in the next few years.
- We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products.
- Plaid powers the tools millions of people rely on to live a healthier financial life.
- We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use.
- Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe.
- Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
- Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses.
- Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data.
- We’re building a team to work exclusively with the financial institutions throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks.
- You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention.