Lending Solutions Account Executive

Plaid

San Francisco (CA)

On-site

USD 309,900 - 330,000

Full time

14 days+

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Benefits offered by this job

Equity
Commission
Medical coverage
Dental coverage
Vision coverage
401(k)

Job summary

Plaid is seeking a senior sales professional to scale credit solutions for lenders. You will own the end‑to‑end sales cycle, engage a curated list of lenders, and align Plaid solutions with customers’ near and long‑term goals.

You’ll build a high‑velocity book, forecast deals, and collaborate with product, engineering, and other teams to deliver value. The role emphasizes consultative selling and stakeholder management.

Qualifications

  • 5+ years in a quota‑carrying direct sales role.
  • Excellent prospecting, qualifying, and negotiating skills; consultative sales approach with a customer‑centric mindset
  • Working knowledge of APIs and a desire to understand how Plaid works 'under the hood'

Responsibilities

  • Identify opportunities for Plaid solutions to deliver value with prospective lenders and existing customers
  • Develop a book of high‑potential engaged prospects and maintain a robust pipeline to meet quota
  • Own the end‑to‑end sales cycle and coordinate with sales engineers, product specialists, and other team members
  • Coordinate cross‑functional resources and drive initiatives across Plaid to support a consultative sales motion
  • Manage pipeline and accurately forecast deal value and win probability
  • Develop deep understanding of Plaid solutions and map them to customer goals

Skills

Quota carrying
Prospecting
Negotiation
APIs knowledge
Communication
Stakeholder management

Job description

Plaid is seeking a senior sales professional to scale credit solutions for lenders. You will own the end‑to‑end sales cycle, engage a curated list of lenders, and align Plaid solutions with customers’ near and long‑term goals.

You’ll build a high‑velocity book, forecast deals, and collaborate with product, engineering, and other teams to deliver value. The role emphasizes consultative selling and stakeholder management.

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