Named Enterprise Account Executive- Mortgage

Plaid; San Francisco (CA); On-site; USD 331,000 - 360,000; Full time

Job summary

Plaid in San Francisco seeks a senior enterprise sales leader to manage a named book of mortgage accounts, selling the full Plaid product portfolio across the mortgage vertical and guiding deals from prospecting to close.

You will build executive relationships, articulate value to lenders and servicers, and collaborate with Product, Account Management and cross-functional partners to drive measurable outcomes in a high-growth environment.

Qualifications

• 7+ years of quota-carrying experience in a new-revenue role, including 5+ years focused on large enterprise customers.
• Ability to sell a technical solution to a business buyer, developing and delivering the value story at the executive level (experience selling APIs or other developer-oriented products is a major plus).
• Superior communication skills, including conducting discovery conversations, presenting business cases to executives, and aligning internal partners across long, multi-stakeholder deals.

Responsibilities

• Own a named book of ~50 enterprise mortgage accounts across national originators, servicers, banks, credit unions, and lenders.
• Sell the full Plaid product portfolio across the mortgage vertical to these accounts.
• Own the full sales cycle from prospecting to close for enterprise mortgage accounts.
• Coordinate with product sales specialists and other account pod members to bring the right expertise to each opportunity.
• Build executive relationships and identify business value and impact of Plaid across named accounts.
• Leverage deep mortgage landscape knowledge to navigate end-to-end mortgage workflows and partnerships.
• Articulate Plaid's value and tech advantages to lenders, servicers, and ecosystem partners.
• Win as a team with SDR, account manager, TAM, implementation, product, and other account pod members.

Skills

Quota-carrying sales

Enterprise deals

Executive-level selling

APIs / developer products

Strong communication

Negotiation

Mortgage ecosystem knowledge

Multi-product portfolio

High-growth mindset

Job description

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

In this role, you will lead Plaid's relationships with a focused group of leading mortgage lenders, servicers, and ecosystem partners, bringing the full breadth of Plaid's offerings to the way they originate, verify, and underwrite loans. You will drive new business and expansion by running a disciplined, consultative sales process, uncovering high-value use cases, and building credibility with senior decision-makers, partnering with Product, Account Management, and other Go-To-Market colleagues to show customers measurable results. This role is ideal for a self-motivated seller who takes initiative, plans several moves ahead, and brings a collaborative, customer-first mindset to fellow sellers and cross-functional partners.

Responsibilities

• Own a named book of approximately 50 enterprise mortgage accounts, spanning national non-bank originators and servicers, top-tier and regional banks, credit unions, builder-affiliated lenders, and digital and home equity lenders
• Serve as the core Plaid representative for your accounts, selling the full Plaid product portfolio across the mortgage vertical
• Own the full sales cycle, from prospecting through close, for enterprise mortgage accounts
• Coordinate with product sales specialists and other account pod members to bring the right expertise to each opportunity
• Build executive relationships and identify the business value and impact of Plaid across your named accounts
• Apply a deep understanding of the mortgage landscape, including the end-to-end mortgage workflow, mortgage technology, and the key partnerships needed to win deals
• Articulate Plaid's business value and technology advantage in the mortgage vertical to lenders, servicers, and ecosystem partners
• Win as a team in partnership with your SDR, account manager, technical account manager, implementation manager, product organization, and other members of your account pod

Qualifications

• 7+ years of quota-carrying experience in a new-revenue role, with a consistent record of meeting or exceeding quota and a strong track record of closing enterprise-level deals, including 5+ years focused on large enterprise customers
• Ability to sell a technical solution to a business buyer, developing and delivering the value story at the executive level (experience selling APIs or other developer-oriented products a major plus)
• Superior communication skills, including the ability to run compelling discovery conversations, present business cases to executive audiences, and keep internal partners aligned across long, multi-stakeholder deals
• Strong prospecting, qualifying, and negotiating skills, with a consultative sales approach and a product-centric mindset
• Working knowledge of the mortgage ecosystem and existing relationships with lenders, servicers, or mortgage technology providers
• Experience selling a broad, multi-product portfolio and working effectively with specialist or overlay resources
• Enthusiasm for working in a high-growth environment and helping build processes and tools as needed

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. 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!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [e-mail].

Please review our Candidate Privacy Notice here.

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work 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.

Compensation Range: $331.2K - $360K