Plaid · 2 weeks ago
Associate Account Executive - Banking and Wealth / Enterprise
San Francisco, CA
Full-time
Onsite
Entry Level
$73K/yr - $97K/yr
1+ years expPlaid is a company dedicated to transforming how people interact with their finances by building tools for developers. The Associate Account Executive will drive early-stage pipeline and manage the closing process for smaller deals while collaborating with senior AEs and cross-functional partners to enhance financial institutions' adoption of Plaid's solutions.
BankingFinancial ServicesFinTech
Responsibilities
Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms OR enterprise companies
Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation
Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE
Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution
Partner with senior AEs on larger, multi-stakeholder deals
Assist senior AEs with early-stage qualification and strategy and qualification
Craft tailored value narratives for financial institutions and support product demonstrations
Provide structured, industry-specific feedback to Product, Risk, and GTM
Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines
Qualification
Required
1–3 years in Inside Sales, SDR/BDR, or junior AE roles
Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders
Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers
Preferred
fintech or financial institution sales a plus
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 (41)
2024 (41)
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
Crunchbase News
2026-01-06
Index Ventures
2026-01-02
Company data provided by crunchbase