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Plaid Logo Plaid · Sales

Account Executive - Banking and Wealth

United States, San Francisco 91200.00 - 120000.00 USD / Year · Job Posted January 07, 2026
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Job Description

We’re 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, you'll help shape how we engage, design and build products for the best brands in banking.

Job Responsibility

  • 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

Requirements

  • 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 Plaid's APIs
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