Banking & Wealth SaaS Account Executive

Plaid; San Francisco (CA); On-site; USD 206,000 - 240,000; Full time

Job summary

Plaid is 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.

Your focus will be on selling into banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision.

Qualifications

• 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.

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 pipeline and accurately reflect the probability of close.

Skills

Quota-carrying

Prospecting

Negotiation

Consultative selling

Banking & Wealth

Plaid API knowledge

Job description

Plaid is 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.

Your focus will be on selling into banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision.