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Plaid

Connects financial accounts to apps and payments

Account Executive - Fintech Named

Account ExecutiveConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • A minimum of 7+ years in a quota-carrying direct sales role, with a strong track record of attainment.
  • Excellent prospecting, qualifying, and negotiating skills, with a consultative sales approach and customer-centric mindset.
  • Working knowledge of application programming interfaces and a desire to understand how Plaid works under the hood.
  • A professional yet relaxed communication style, with the ability to break down complex concepts and explain them simply to technical and non-technical stakeholders.
  • Ability to engage stakeholders at all levels of an organization.

Responsibilities

  • Build close customer relationships and identify the business value and impact of Plaid across the assigned territory of accounts.
  • Engage deeply with customer and prospect accounts to build support for adopting Plaid solutions.
  • Partner with the outbound sales development representative, account manager, technical account manager, implementation manager, product organization, and other account-pod members.
  • Understand each customer’s goals and priorities and communicate how Plaid’s solutions can help achieve desired outcomes.
  • Take initiative to complete work proactively, anticipate potential risks, and take action to mitigate them.
  • Identify opportunities for Plaid solutions to deliver value to existing and prospective high-growth fintech customers.
  • Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to attain quota.
  • Own the end-to-end sales cycle and coordinate 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 the pipeline and accurately forecast deal value and win probability.
  • Develop a deep understanding of Plaid solutions and identify how each customer can use the technology to achieve its goals.

About the Company

Plaid

Connects financial accounts to apps and payments

Plaid sells financial data and payment tools that businesses integrate into their apps and services. Its software lets people connect bank accounts and share selected information with financial products, while developers use APIs to retrieve account balances and transaction details. Businesses use this infrastructure to verify customers, assess borrowing capacity and move money between bank accounts, with tools that support financial apps, lenders and other organizations. Plaid charges business customers through account-based fees, subscriptions or fees for successful API requests, depending on the product and contract. Founded in 2013, Plaid is headquartered in San Francisco, California.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.3B
Headquarters
San Francisco, CA
Founded
2013

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