Account Executive - Banking and Wealth
You'll focus on selling into a territory of banks and credit unions, running the full sales cycle and building strong, long-lasting relationships to help them execute on their vision. You'll bring Plaid to banks and credit unions, with a focus on banking and wealth workflows like online account opening, consumer lending, asset and income verification, and fraud prevention.
Responsibilities
- Identify potential customers and run the end-to-end sales process within the Banking and Wealth segment
- Build and maintain relationships with financial institutions, from executives to product teams and developers, and serve as a subject matter expert
- Partner with sales and marketing teams to define and execute the Banking and Wealth segment sales strategy
- Work with the Product team, SEs, and Account Managers to identify gaps in solutions for financial institutions
- Manage pipeline and accurately reflect the probability of close
Requirements
- 3-5 years of quota-carrying experience in a new-revenue role and a strong track record of closing deals
- Strong prospecting, qualifying, and negotiating skills with a consultative, product-centric sales approach
- Experience working with sales development and deploying a vertical-focused revenue strategy; banking and wealth experience preferred
- Ability to articulate complex solutions to all levels of a banking organization
- Interest in financial services products and a desire to build strategic customer relationships
- Excitement to work in a high-growth environment and help build processes and tools
- Desire to become more technical and learn Plaid's APIs
Benefits
- Equity
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)