Banking & Wealth Territory Account Executive – Growth

Plaid Inc; New York (NY); On-site; USD 150,000 - 260,000; Full time

Benefits offered by this job

Equity

Commission

Benefits package

Job summary

Plaid Inc. in New York focuses on selling to banks and credit unions, running full sales cycles, and building strong, long-lasting relationships to enable digital banking and wealth workflows through Plaid APIs.

This role targets community banks and credit unions across North America, with 3–5 years of quota-carrying experience and a product-centric, consultative approach. Equity, commissions, and a comprehensive benefits plan are offered.

Qualifications

• 3–5 years of quota-carrying sales experience with a track record of closing deals.
• Strong prospecting and qualification skills with a consultative sales approach.
• Experience with banking or wealth verticals preferred.
• Ability to articulate complex solutions to executives and product teams.
• Interest in financial services products and building strategic customer relationships.

Responsibilities

• Identify potential customers and run end-to-end sales within Banking and Wealth.
• Manage a pipeline across a large territory with a small existing base.
• Prospect and close new business with community banks and credit unions ($0–$20B AUM).
• Build and maintain relationships with FI executives, product teams, and developers.
• Partner with sales and marketing to define and execute strategy.
• Work with Product, SEs, and Account Managers to identify gaps in solutions.
• Manage pipeline and reflect close probability accurately.

Skills

Quota-carrying sales

Banking & wealth knowledge

Prospecting & qualification

Negotiation & closing

Cross-functional collaboration

Tools

Salesforce

Job description

Plaid Inc. in New York focuses on selling to banks and credit unions, running full sales cycles, and building strong, long-lasting relationships to enable digital banking and wealth workflows through Plaid APIs.

This role targets community banks and credit unions across North America, with 3–5 years of quota-carrying experience and a product-centric, consultative approach. Equity, commissions, and a comprehensive benefits plan are offered.