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Account Executive Banking and Wealth
Account Executive Banking and WealthPlaid • New York City, New York, USA
Account Executive Banking and Wealth

Account Executive Banking and Wealth

Plaid • New York City, New York, USA
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  • [job_card.full_time]
[job_card.job_description]

We believe that the way people interact with their finances will drastically improve in the next few years. Were 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. Plaids network covers 12000 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.

At Plaid our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo SoFi and Betterment 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. Plaids network covers 12000 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. #LI-Remote

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.

Were building a team to work exclusively with the leading banks 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 with the banks to execute on their vision. Furthermore youll help shape how we engage design and build products for the best brands in banking.

Responsibilities

  • Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
  • Build and maintain relationships with Financial Institutions from executives to product teams and developers; be viewed as a subject matter expert
  • Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy
  • Work with our Product team SEs and Account Managers to identify gaps in our solutions for Financial Institutions
  • Manage pipeline and accurately reflect the probability of close

Qualifications

  • 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; 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 the Banking and Wealth vertical
  • Proven ability to interact and articulate complex solutions to all levels of a banking organization
  • Interest in financial services 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 Plaids APIs
  • $91200 - $120000 a year

    The target base salary for this position ranges from $91200 / year to $120000 / year encompassing all zones. The target base salary will vary based on the jobs location.

    Our geographic zones are as follows :

    Zone 1 - New York City and San Francisco Bay Area

    Zone 2 - Los Angeles Seattle Washington D.C.

    Zone 3 - Austin Boston Denver Houston Portland Sacramento San Diego

    Zone 4 - Raleigh-Durham and all other US cities

    The base salary range listed for this full-time position excludes commission 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.

    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 doesnt 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 emailprotected. Please review our Candidate Privacy Noticehere.

    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 doesnt 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 emailprotected.

    Please review our Candidate Privacy Notice here.

    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 doesnt 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 emailprotected.

    Please review our Candidate Privacy Notice here .

    Required Experience :

    IC

    Key Skills

    Business Development,Customer Service,Revenue Growth,ABC Analysis,Account Management,Communication,CRM,Excel,Salesforce,PMP,Customer Relationships,Business Relationships,Sales Goals,Sales Process,CPA

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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