Strategic Lending Solutions Account Executive

Segment (Twilio); New York (NY); On-site; USD 130,000 - 180,000; Full time

Job summary

Plaid, a leading fintech powering the way lenders connect to financial data, is seeking a high‑performing account executive in New York to engage a curated list of lenders and position our credit solutions. You will understand each customer’s goals and map Plaid’s technology to help them grow.

You will collaborate with Plaid's lending teams, manage a full sales cycle, and drive growth across lending segments, emphasizing strategic outreach and robust pipeline development in a fast-paced

Qualifications

• 5+ years in a quota-carrying direct sales role with a strong attainment record.
• Excellent prospecting, qualifying, and negotiating skills; consultative, customer-centric approach.
• Working knowledge of APIs and ability to explain Plaid under the hood.
• Professional yet relaxed communication, capable of explaining complex concepts to both technical and non-technical stakeholders.
• Ability to engage stakeholders at all levels without being perceived as too salesy.

Responsibilities

• Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending customers
• Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
• Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process
• 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 a deep understanding of Plaid solutions and apply this knowledge by identifying how each customer can leverage our technology to achieve their unique goals and objectives

Skills

Quota-carrying sales

Prospecting

Negotiation

APIs knowledge

Communication

Stakeholder engagement

Job description

Plaid, a leading fintech powering the way lenders connect to financial data, is seeking a high‑performing account executive in New York to engage a curated list of lenders and position our credit solutions. You will understand each customer’s goals and map Plaid’s technology to help them grow.

You will collaborate with Plaid's lending teams, manage a full sales cycle, and drive growth across lending segments, emphasizing strategic outreach and robust pipeline development in a fast-paced