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Account Executive Manager, SMB
Plaid · Raleigh, North Carolina, United States
$245k–331k
67 days ago
♡
Account Manager - Enterprise - Territory Accounts
Plaid · San Francisco, California, United States
$149k–176k
94 days ago
♡
Account Manager - Enterprise - Territory Accounts
Plaid · San Francisco, California, United States
$149k–176k
94 days ago
♡
Account Executive - Insurance (Named)
Plaid · New York, New York, United States
$310k–360k
95 days ago
♡
Account Executive - Insurance (Named)
Plaid · New York, New York, United States
$310k–360k
95 days ago
♡
Account Executive - Fraud
Plaid · San Francisco, California, United States
$150k–165k
106 days ago
♡
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Sales Manager, Fintech
Plaid · New York, New York, United States
Pay
$266k–407k
Setting
Hybrid
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
ABOUT THE TEAM
Plaid’s Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team’s mandate is to deepen those partnerships — expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale.
ABOUT THE ROLE
You will lead an established, high-performing team of Territory Account Executives who manage Plaid’s fast-growing fintech accounts. This is not a greenfield build — it’s a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid’s market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers.
The primary motion is new logo acquisition. The majority of your AEs’ accounts don’t yet use Plaid — the job is to secure those new logos and grow existing relationships through new products, new use cases, and new business units. You’ll be in deals with your team as a coach and escalation point, helping AEs navigate multi-stakeholder cycles from technical champion to economic buyer, without taking ownership away from them.
RESPONSIBILITIES
•Manage a team of 5–7 Territory Account Executives focused on Plaid’s fintech accounts, driving growth through expansion of existing relationships and competitive new logo acquisition.
•Coach AEs to identify and drive expansion opportunities proactively — new products, new use cases, new business units — rather than waiting for inbound signals.
•Build and refine the account strategy for Plaid’s fintech customers alongside your AEs, including executive value messaging, pitch positioning, and coordinated go-to-market efforts with Marketing.
•Grow existing accounts by driving multi-product adoption and deepening executive-level relationships.
•Attain consumption-based revenue targets through a disciplined, data-driven pipeline operating rhythm.
•Develop your team through structured 1:1s, deal reviews, and skill-specific coaching that closes the gap between strong performers and elite ones.
•Maintain a high recruiting bar — assess and close exceptional AE talent as the team grows, selecting for people who are self-starters and thrive in a fast-moving environment.
•Manage performance with transparency — set clear expectations, act early when someone isn’t tracking, and make tough calls when necessary.
•Collaborate closely with Marketing, Product, Account Management, Legal, and Commercial teams to maintain a consistently high win rate and remove friction from deal cycles.
•Engage directly in strategic deals as a coach and escalation point, while ensuring your AEs retain ownership and develop their own executive-level selling capabilities.
QUALIFICATIONS
• 10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services.
•5+ years of frontline sales management experience leading teams of quota-carrying AEs.
• Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$500K+ ARR range, with specific experience in net-new logo acquisition.
•Strong data discipline — you use pipeline and forecast data to influence the actions your team takes, not just report what happened.
•Proven ability to operate cross-functionally, influencing product, legal, and marketing without positional authority.
•Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer.
•A coaching-first leadership style — you develop your people through the deals, not by taking the deals away from them.
NICE TO HAVE
• Experience selling API-first or developer-focused products.
• Familiarity with consumption-based or usage-based pricing models.
• Background in open banking, identity verification, payments, or adjacent fintech infra
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Executive Manager, SMB
Plaid · New York, New York, United States
Pay
$266k–360k
Setting
Hybrid
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
The SMB sales team is a core part of Plaid’s mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment.
As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment.
Responsibilities
- Lead, coach, and develop a team of SMB Account Executives to consistently meet and exceed revenue targets.
- Drive a high-performing sales culture, focusing on accountability, skill development, and goal alignment.
- Collaborate cross-functionally to streamline processes and optimize sales strategies, ensuring seamless execution.
- Oversee both new customer acquisition and existing account management, creating tailored approaches to meet diverse client needs.
- Develop and implement strategic plans to address team performance gaps and maximize individual and team impact.
- Act as a critical thinker and problem-solver, utilizing key business levers to achieve targeted outcomes.
- Foster an inclusive environment that supports team development and celebrates achievements.
Qualifications
- 5+ years of experience in sales, including selling and managing both transactional and strategic deal cycles.
- Prior team management experience with a focus on revenue-driven outcomes.
- Proven success working cross-functionally to drive business outcomes.
- A track record of developing talent and enhancing team performance.
- Demonstrated critical thinking and problem-solving abilities, especially in hyper-growth businesses.
- Hands-on experience in new customer acquisition and install-base account management.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Executive Manager, SMB
Plaid · Raleigh, North Carolina, United States
Pay
$245k–331k
Setting
Hybrid
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
The SMB sales team is a core part of Plaid’s mission to unlock financial freedom for everyone. We believe that by empowering small and medium-sized businesses, we contribute directly to creating a more inclusive and accessible financial ecosystem. Our team is dedicated to building meaningful relationships with our clients, providing innovative solutions that drive growth, and ensuring that Plaid's products enable businesses to thrive. We work collaboratively across teams to meet ambitious revenue goals, all while fostering a culture of continuous learning and development to align with Plaid's vision of financial accessibility and empowerment.
As a Sales Manager, you will lead a team of Account Executives, driving them toward achieving ambitious revenue targets. You will focus on developing talent within your team, fostering a high-performance culture, and ensuring each team member has the resources they need to succeed. You will leverage your deep understanding of transactional and strategic sales cycles to guide your team through new customer acquisitions and account management in a hyper-growth environment.
Responsibilities
- Lead, coach, and develop a team of SMB Account Executives to consistently meet and exceed revenue targets.
- Drive a high-performing sales culture, focusing on accountability, skill development, and goal alignment.
- Collaborate cross-functionally to streamline processes and optimize sales strategies, ensuring seamless execution.
- Oversee both new customer acquisition and existing account management, creating tailored approaches to meet diverse client needs.
- Develop and implement strategic plans to address team performance gaps and maximize individual and team impact.
- Act as a critical thinker and problem-solver, utilizing key business levers to achieve targeted outcomes.
- Foster an inclusive environment that supports team development and celebrates achievements.
Qualifications
- 5+ years of experience in sales, including selling and managing both transactional and strategic deal cycles.
- Prior team management experience with a focus on revenue-driven outcomes.
- Proven success working cross-functionally to drive business outcomes.
- A track record of developing talent and enhancing team performance.
- Demonstrated critical thinking and problem-solving abilities, especially in hyper-growth businesses.
- Hands-on experience in new customer acquisition and install-base account management.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Manager - Enterprise - Territory Accounts
Plaid · San Francisco, California, United States
Pay
$149k–176k
Setting
Hybrid
Account Manager - Enterprise - Territory Accounts
Location
San Francisco HQ; New York City Office
Address
1098 Harrison Street, San Francisco, California, 94103
Employment Type
Full time
Location Type
Hybrid
Department
All Departments
Sales & Account Management
Compensation
On Target Earnings (OTE) $148.8K – $176.4K
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Overview
Application
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
Plaid is looking for an experienced customer-facing professional to manage and grow Plaid’s relationships with a large portfolio of smaller, high-potential companies. In this role, you will focus on managing a broad, multi-vertical portfolio of approximately 50-100 mid-to-large size accounts with high potential for revenue growth
You will be the primary point of contact for your customers and will work with them on all stages of their integration to ensure they can successfully launch and grow. You will be responsible for working directly with key stakeholders ranging from developers to product leaders to help customers create the applications that will empower businesses and consumers with their financial data. You will be tasked with leveraging your understanding of the customers’ business to identify and pursue new revenue opportunities independently.
The right candidate is able to dynamically evaluate and prioritize customer needs in order to maximize impact across such a large book of business. You will need to develop an understanding of customer priorities, motives and key drivers, and demonstrate success in owning and growing strong, long-lasting customer relationships
Responsibilities:
Own end-to-end relationship with midsize revenue customers in a diverse range of industry verticals and sizes
Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
Lead key partnership initiatives including ongoing checkpoints, business reviews, and technical escalations
Enable successful and consistent renewals to maintain existing core segment revenue; identify and execute on new high-potential growth opportunities independently, without the support of the Sales team when required
Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
Partner and collaborate with Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers
Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s priorities
Qualifications:
At least 5 years of client relationship management experience with a broad range of customer sizes and industries; previous B2B technology experience is a strong plus; previous deal experience is a requirement
A strong business generalist with an acute technical acumen and ability to drive revenue growth
Solving complex customers challenges through creative problem solving and collaboration with cross-functional teams
Advocating for our customers internally to ensure strong alignment between our organizations
Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Apply for this Job
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Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Manager - Enterprise - Territory Accounts
Plaid · San Francisco, California, United States
Pay
$149k–176k
Setting
Hybrid
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
Plaid is looking for an experienced customer-facing professional to manage and grow Plaid’s relationships with a large portfolio of smaller, high-potential companies. In this role, you will focus on managing a broad, multi-vertical portfolio of approximately 50-100 mid-to-large size accounts with high potential for revenue growth
You will be the primary point of contact for your customers and will work with them on all stages of their integration to ensure they can successfully launch and grow. You will be responsible for working directly with key stakeholders ranging from developers to product leaders to help customers create the applications that will empower businesses and consumers with their financial data. You will be tasked with leveraging your understanding of the customers’ business to identify and pursue new revenue opportunities independently.
The right candidate is able to dynamically evaluate and prioritize customer needs in order to maximize impact across such a large book of business. You will need to develop an understanding of customer priorities, motives and key drivers, and demonstrate success in owning and growing strong, long-lasting customer relationships
Responsibilities:
- Own end-to-end relationship with midsize revenue customers in a diverse range of industry verticals and sizes
- Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
- Lead key partnership initiatives including ongoing checkpoints, business reviews, and technical escalations
- Enable successful and consistent renewals to maintain existing core segment revenue; identify and execute on new high-potential growth opportunities independently, without the support of the Sales team when required
- Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
- Partner and collaborate with Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers
- Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s priorities
Qualifications:
- At least 5 years of client relationship management experience with a broad range of customer sizes and industries; previous B2B technology experience is a strong plus; previous deal experience is a requirement
- A strong business generalist with an acute technical acumen and ability to drive revenue growth
- Solving complex customers challenges through creative problem solving and collaboration with cross-functional teams
- Advocating for our customers internally to ensure strong alignment between our organizations
- Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Executive - Insurance (Named)
Plaid · New York, New York, United States
Pay
$310k–360k
Setting
Hybrid
Account Executive - Insurance (Named)
Location
New York City Office; Raleigh Office; San Francisco HQ; Seattle Office
Address
85 Spring Street, 10th Floor, New York, New York, 10012
Employment Type
Full time
Location Type
Hybrid
Department
All Departments
Sales & Account Management
Compensation
Zone 1 - Zone 2
The On Target Earning (OTE) for this position ranges from $309.9K – $360K • Offers Equity
The OTE will vary based on the job's location.
Our geographic zones are as follows:
Zone 1 - San Francisco / New York City / Seattle
Zone 2 - All other US cities
The OTE range listed for this full-time position excludes equity and benefits. The pay range shown on each job posting is the minimum and maximum target for new-hire salaries. Actual pay may be higher or lower depending on factors like skills, experience, and relevant education or training.
Additional compensation in the form(s) of equity are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Overview
Application
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data.
We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks
.
Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance.
Responsibilities
Identify potential customers and run the end-to-end sales process within our Insurance Vertical
Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert
Partner with our product and marketing teams to continue to define and execute our Insurance segment sales strategy
Manage pipeline and accurately reflect the probability of close
Qualifications:
7+ years of quota-carrying experience in a new-revenue role and a strong track record of closing deals enterprise level deals (4+ years focused on insurance) with large target customers
Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in Insurance vertical
Proven ability to interact and articulate complex solutions to all levels of an enterprise level organization
Interest in insurance products and a desire to create strategic relationships that help our customers succeed
Excitement to work in a high-growth environment and to help build processes and tools as needed
Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Apply for this Job
Cookie Management
We use some essential cookies to make this site work. We would like to set performance cookies to help us make sure the website functions as expected. Learn more in our Privacy Policy.
Accept All
Necessary Only
Customize Settings
Powered by
Privacy PolicySecurityVulnerability Disclosure
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Executive - Insurance (Named)
Plaid · New York, New York, United States
Pay
$310k–360k
Setting
Hybrid
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data.
We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks
.
Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance.
Responsibilities
- Identify potential customers and run the end-to-end sales process within our Insurance Vertical
- Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert
- Partner with our product and marketing teams to continue to define and execute our Insurance segment sales strategy
- Manage pipeline and accurately reflect the probability of close
Qualifications:
- 7+ years of quota-carrying experience in a new-revenue role and a strong track record of closing deals enterprise level deals (4+ years focused on insurance) with large target customers
- Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset
- Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in Insurance vertical
- Proven ability to interact and articulate complex solutions to all levels of an enterprise level organization
- Interest in insurance products and a desire to create strategic relationships that help our customers succeed
- Excitement to work in a high-growth environment and to help build processes and tools as needed
- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Executive - Fraud
Plaid · San Francisco, California, United States
Pay
$150k–165k
Setting
Hybrid
Account Executive - Fraud
Location
San Francisco HQ; New York City Office; Raleigh Office
Address
1098 Harrison Street, San Francisco, California, 94103
Employment Type
Full time
Location Type
Hybrid
Department
All Departments
Revenue Specialists
Compensation
$150K – $165K • Offers Equity • $150K – $165K Commission
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Overview
Application
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
About the team
The Product Sales team at Plaid is a specialist, solutions-focused sales organization responsible for driving adoption and growth of Plaid’s emerging products across both new and existing customers. This team plays a critical role in scaling products, translating customer needs into commercial opportunities, and accelerating Plaid’s next phase of growth through consultative, value-driven selling.
About the role
In this role, you will own the full sales cycle for Plaid’s Fraud solutions, driving new business and expansion within existing customers. You will act as a subject matter expert across fraud, risk, and identity verification, partnering closely with Account Management, Product, and Go-To-Market teams to identify high-impact use cases and deliver measurable customer value.This role is ideal for a self-starting seller who operates with ownership, thinks ahead, anticipates risk, and takes proactive action, while embracing a collaborative, win-as-a-team approach with fellow sellers and cross-functional partners.
Responsibilities
Own new business and expansion revenue for Plaid’s Fraud and Identity solutions across a defined territory.
Build deep customer relationships and clearly articulate the business value and impact of Plaid’s solutions.
Execute end-to-end sales cycles, from discovery and pipeline generation through negotiation and close.
Go deep and wide within customer and prospect accounts to uncover use cases, build champions, and drive adoption.
Partner closely with Sales Development, Account Management, and cross-functional account pod members to win as a team.
Act as a subject matter expert in fraud, risk, and identity verification, bringing market insight into customer conversations.
Proactively identify and mitigate deal and customer risks to keep opportunities moving forward.
Maintain accurate pipeline management and forecasting to support predictable revenue outcomes.
Qualifications
7+ years of experience in a quota-carrying direct sales role, with a strong track record of attainment
Demonstrated experience selling fraud, risk, identity verification, or adjacent fintech solutions to technical and business buyers.
Proven ability to drive new business and expansion revenue in a quota-carrying role.
Experience navigating multi-stakeholder sales cycles and building consensus across technical, product, and executive audiences.
Strong customer discovery and value-based selling skills, with the ability to translate complex problems into clear business outcomes.
Highly collaborative mindset with experience interest in pod-based or cross-functional sales models.
Self-starting approach with the ability to anticipate challenges, and move deals forward independently.
Strong pipeline management, forecasting discipline, and comfort operating in fast-paced, growth-oriented environments.
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Apply for this Job
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Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Executive - Credit
Plaid · Raleigh, North Carolina, United States
Pay
$285k–304k
Setting
On-site
Account Executive - Credit
Location
Raleigh Office
Address
1 Glenwood Avenue, Suite 1001, Raleigh, North Carolina, 27603
Employment Type
Full time
Location Type
On-site
Department
All Departments
Revenue Specialists
Compensation
Zone 1
On Target Earnings (Base + Commissions) $285,108 – $303,600 • Offers Equity
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Overview
Application
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
The Credit team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established lenders take their growth to the next level. Our thesis is that every lender can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives, including approving more borrowers and reducing overall portfolio risk through Plaid’s innovative credit solutions. In this role, you'll be the individual helping us achieve this vision.
Your focus will be on engaging a curated list of lenders that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process. Additionally, you’ll be working with Plaid's existing lending customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals. This role will work across all segments at Plaid to partner with the segment Account Executives to accomplish these goals.
Responsibilities:
Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending 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
Qualifications:
A minimum of 5+ years in a quota-carrying direct sales role (with a strong track record of attainment), preferably within the consumer lending or credit space
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 the 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, without being perceived as ‘salesy’
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Apply for this Job
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We use some essential cookies to make this site work. We would like to set performance cookies to help us make sure the website functions as expected. Learn more in our Privacy Policy.
Accept All
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Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
Account Executive - Credit
Plaid · New York, New York, United States
Pay
$240k–330k
Setting
Hybrid
Account Executive - Credit
Location
New York City Office; San Francisco HQ; Seattle Office
Address
85 Spring Street, 10th Floor, New York, New York, 10012
Employment Type
Full time
Location Type
Hybrid
Department
All Departments
Revenue Specialists
Compensation
Zone 1
On Target Earnings (Base + Commissions) $240K – $330K • Offers Equity
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Overview
Application
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
The Credit team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established lenders take their growth to the next level. Our thesis is that every lender can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives, including approving more borrowers and reducing overall portfolio risk through Plaid’s innovative credit solutions. In this role, you'll be the individual helping us achieve this vision.
Your focus will be on engaging a curated list of lenders that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process. Additionally, you’ll be working with Plaid's existing lending customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals. This role will work across all segments at Plaid to partner with the segment Account Executives to accomplish these goals.
Responsibilities:
Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending 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
Qualifications:
A minimum of 5+ years in a quota-carrying direct sales role (with a strong track record of attainment), preferably within the consumer lending or credit space
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 the 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, without being perceived as ‘salesy’
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Apply for this Job
Cookie Management
We use some essential cookies to make this site work. We would like to set performance cookies to help us make sure the website functions as expected. Learn more in our Privacy Policy.
Accept All
Necessary Only
Customize Settings
Powered by
Privacy PolicySecurityVulnerability Disclosure
Listed by Plaid for a position based in the United States. Employers on this board attest they are hiring domestically.
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