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Full-Time

Banking and Wealth Sales Manager

Confirmed live in the last 24 hours

Plaid

Plaid

1,001-5,000 employees

Connects financial accounts to apps securely

Consulting
Enterprise Software
Fintech
Crypto & Web3
Financial Services

Compensation Overview

$119.9k - $204.1kAnnually

Senior, Expert

Remote in USA

Category
Field Sales
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Communications
Requirements
  • 5+ years of experience building and leading high-performing sales teams with a proven track record of success in a similar enterprise environment
  • Excitement for recruiting and a thoughtful approach to team planning and development
  • A strong track record of negotiating, structuring and executing complex sales agreements
  • Interest in financial services products and a desire to create strategic relationships that help our customers succeed
  • Strong ability to articulate contractual, technical, and financial value points to customers, including executive leaders
  • Experience working cross-functionally to build successful top of the funnel activities to drive more pipeline for AEs
  • Outstanding communication and presentation skills with experience managing the sales cycle from business champion to the C-level executives
  • Excitement to work in a high-growth environment
Responsibilities
  • Recruiting, hiring, and developing a world-class sales team to support the revenue targets for the business
  • Building and executing on pipeline with new clients and partners to run the end-to-end sales process
  • Working in a high-pace, cross-functional environment that is different every day
  • Delivering world-class results, while continuously challenging yourself and your team to be more ambitious
  • Working with sales leadership set direction for your team, sales, and Plaid as a whole

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that covers various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

Company Stage

Series D

Total Funding

$739M

Headquarters

San Francisco, California

Founded

2013

Growth & Insights
Headcount

6 month growth

7%

1 year growth

11%

2 year growth

-7%
Simplify Jobs

Simplify's Take

What believers are saying

  • Plaid's recent partnerships and product expansions, such as the Consumer Report for credit underwriting, indicate a strong growth trajectory and diversification of revenue streams.
  • The company's significant customer base, including major players like Venmo, SoFi, and Citi, reflects its market leadership and potential for continued expansion.
  • Investment from high-profile firms like Goldman Sachs and the appointment of experienced leaders like Jen Taylor signal robust financial health and strategic direction.

What critics are saying

  • The competitive fintech landscape, with giants like Visa and emerging startups, poses a constant threat to Plaid's market share.
  • Regulatory scrutiny and compliance requirements in different regions could slow down Plaid's global expansion efforts.

What makes Plaid unique

  • Plaid's robust API suite offers unparalleled integration capabilities, enabling seamless financial data sharing across a wide range of applications, unlike many competitors who offer more limited or specialized solutions.
  • The company's strong focus on security and compliance, including AML and OFAC checks, sets it apart in the fintech landscape where data protection is paramount.
  • Plaid's ability to serve a diverse clientele, from individual consumers to large enterprises, showcases its versatile platform, distinguishing it from competitors who may focus on narrower market segments.

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.