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Plaid

Connects financial accounts to apps and payments

Account Executive - Insurance, Named

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 7 years of quota-carrying experience in a new-revenue role, including at least 4 years focused on insurance, and a strong record of closing enterprise-level deals with large target customers.
  • Strong prospecting, qualifying, and negotiating skills, with a consultative sales approach and a product-centric mindset.
  • Experience working with sales development and deploying a vertical-focused revenue strategy.
  • Ability to interact with and articulate complex solutions to all levels of an enterprise-level organization.
  • Interest in insurance products and desire to create strategic relationships that help customers succeed.
  • Desire to get more technical and ability to learn the details of Plaid's application programming interfaces.

Responsibilities

  • Identify potential customers and manage the end-to-end sales process within the Insurance Vertical.
  • Build and maintain relationships with insurance companies, from executives to product teams and developers, and serve as a subject matter expert.
  • Partner with product and marketing teams to define and execute the Insurance segment sales strategy.
  • Manage the sales pipeline and accurately reflect the probability of closing deals.

Desired Qualifications

  • Prior experience in the insurance vertical is strongly preferred.

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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