Plaid · 8 hours ago
Account Executive - Fintech Named
New York, NY
Full-time
Onsite
Senior Level
$155K/yr - $155K/yr
7+ years expPlaid is a company dedicated to transforming how people interact with their finances by building tools for developers. The Account Executive will be responsible for building customer relationships, identifying business value, and driving the sales process for Plaid's solutions within the Fintech sector.
BankingFinancial ServicesFinTech
Responsibilities
Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod
Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome
Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks
Identify opportunities for Plaid solutions to deliver value, with both existing and prospective high-growth Fintech 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
Qualification
Required
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; consultative sales approach with a customer-centric mindset
Working knowledge of APIs and a desire to understand how Plaid works 'under hood'
Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders
Ability to engage stakeholders at all levels of an organization
Company
Plaid
Plaid develops financial technology infrastructure that enables applications to connect with users' bank accounts and financial data.
501-1000 employees
H1B Sponsorship
Plaid has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (42)
2023 (42)
2022 (53)
2021 (30)
2020 (11)
Funding
Current Stage
Late StageTotal Funding
$1.31BKey Investors
Franklin TempletonAltimeter CapitalGoldman Sachs Investment Partners
2025-04-03Series Unknown· $575M
2025-04-03Secondary Market
2023-10-19Series Unknown
Leadership Team
Zachary Perret
Co-Founder & CEO
Eric Sager
COO
Recent News
Spark Capital
2025-12-31
2025-12-31
felicis.com
2025-12-29
Company data provided by crunchbase