Fintech Account Manager - Named Job at Plaid (New York)

Account Executive - Fintech Named

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , New York

Salary:

154950.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Fulltime

Account Executive - Named Enterprise

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , New York

Salary:

154950.00 - 165000.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

Significant experience (10+ years of quota-carrying experience) in a new-revenue role
Strong track record of closing enterprise-level deals (5+ years focused on enterprise customers) with large target customers
Ability to sell a technical solution to a business buyer — develop and sell in the value story at the executive level
Strong prospecting, qualifying, and negotiating skills
Consultative sales approach with a product-centric mindset
Experience working with sales development and deploying a territory or vertical focused revenue strategy
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

Job Responsibility

Build executive relationships and identify business value and impact of Plaid across your territory of accounts
Focus on a named account book of business with very high revenue potential per account, and a curated territory size
Go deep and wide in prospect accounts to build support for adopting Plaid
Deeply understand Plaid’s business value and technology advantage
Win as a team — in partnership with outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod

What we offer

Equity
Commission
Medical
Dental
Vision
401(k)

Fulltime

Account Executive - Fintech Named

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States

Salary:

117762.00 - 154950.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

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.

Job Responsibility

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

Fulltime

Account Executive - Fintech Named

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States , San Francisco

Salary:

154950.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Fulltime

Manager, Operations Quality Assurance

This role will work closely with regional and global Compliance, Risk, Product a...

Location

Malaysia; Singapore , Kuala Lumpur; Singapore

Salary:

Not provided

Airwallex

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, Economics, Business Management, Statistics and Mathematics, Law or related disciplines
5+ years of relevant experience in financial services, fintech or consulting, with one of the following profiles: Compliance expertise in AML/compliance review and advisory (preferably with CAMS/AAMLP certification)
OR Risk control expertise in credit, fraud, brand and/or consumer risk management
OR QA/Auditing/Consulting backgrounds with strong exposures to compliance testing and risk assessments
Strong understanding of AML/CTF regulations and/or risk management controls, industry practices, and regulatory/card scheme expectations and trends in the financial services, payments, or fintech industries
Familiarity with AML processes (KYC, Transaction Monitoring and Name screening) OR Risk controls (Underwriting, Merchant Risk Monitoring)
Strong communication and time/project management skills
Strong analytical and problem‑solving skills
Fluency in both Mandarin and English (spoken and written)

Job Responsibility

Gain an in‑depth understanding of Airwallex’s product offerings and AML / Risk‑related processes and controls across the end‑to‑end customer and transaction lifecycle
Design and maintain a comprehensive operations QA framework covering compliance, risk controls and key customer-supporting functions to ensure operational standards
Lead a small team of QA analysts and oversee the execution of monthly QA testing, ensuring team productivity and accuracy with high-quality deliverables
Identify operational risks, process gaps and system limitations, determine root causes and impact, and provide suitable recommendations for remediations and enhancements
Communicate QA outcomes clearly and concisely with key stakeholders and senior leadership, and track remedial actions and optimisation opportunities to effective closure
Drive and support global projects and initiatives for operations excellence, providing data‑driven analytics and insights to support informed decision‑making

Fulltime

Named Account Executive - Fraud

We work with prospective customers to help them navigate and evaluate our soluti...

Location

United States

Salary:

125400.00 - 165000.00 USD / Year

Plaid

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

Fulltime

Junior Sales Executive - Institutional Clients

A fast-growing fintech specialising in fixed income data analytics is hiring a J...

Location

United Kingdom , London

Salary:

60000.00 GBP / Year

Harrington Starr

Expiration Date

Until further notice

Requirements

Minimum 2 years’ experience in B2B sales or business development within fintech, capital markets or market data
Understanding of fixed income workflows and front-office buyer personas is highly desirable
Exposure to selling data, analytics or SaaS into financial institutions is a strong advantage
Confident communicator with a value-based, ROI-led sales approach
Analytical, structured and commercially curious
Strong technical aptitude and CRM discipline (HubSpot or similar)
Fluent English required
additional European languages a plus

Job Responsibility

Own the early stages of the sales cycle: research, outbound prospecting, meeting booking and follow-ups
Build and manage a named account list across buy-side and sell-side institutions
Engage multiple stakeholders including front office, data, technology and procurement
Join senior sales leads on client meetings, developing trusted relationships over time
Work with Customer Success to identify expansion and cross-sell opportunities
Help progress trials into wider, multi-desk or multi-region rollouts
Track market trends and competitive intelligence
Feed client insight back into product, messaging and GTM strategy
Contribute to sales playbooks, discovery frameworks, ROI models and case studies

What we offer

25 days’ holiday plus public holidays
Hybrid working (home and central London office)
Direct exposure to senior sales leadership and founders
Clear development path into a full Account Executive role
Opportunity to help shape the go-to-market engine of a scaling fintech

Fulltime

Technical Support Manager

The AML Manager is responsible for overseeing the firm’s Anti‑Money Laundering (...

Location

South Africa , Cape Town

Salary:

Not provided

Capital International

Expiration Date

Until further notice

Requirements

Strong knowledge of AML regulations and frameworks (FATF, AML/CFT)
Expertise in transaction monitoring systems, name screening tools, and case management platforms
Strong analytical skills with the ability to identify patterns, red flags, and typologies
Exposure to cross‑border regulatory requirements
Experience implementing new AML systems or enhancing transaction monitoring rules
Working knowledge of fraud risk, sanctions compliance, and KYC onboarding operations
Proven experience reviewing, approving, and quality‑checking periodic AML/KYC reviews for corporate, trust, or private clients
Strong understanding of periodic review frameworks, refresh cycles, and regulatory expectations (including high‑risk review standards)
Ability to independently assess complex structures and provide well‑reasoned recommendations or sign‑off decisions
Strong understanding of corporate entity types (LLCs, LLPs, partnerships, foundations, SPVs, funds) and their AML implications

Job Responsibility

Oversee periodic reviews, and EDD on high‑risk customers (PEPs, sanctions exposure, high‑risk jurisdictions, complex structures)
Ensure KYC files adhere to regulatory standards and internal policies
Maintain and enhance AML/CTF policies, procedures, and risk assessments
Monitor compliance with applicable regulations
Assist with thematic reviews and control testing to identify gaps and improvement opportunities
Sign off reviews to a high regulatory standard
Manage, mentor, and develop AML/KYC administrators
Conduct quality reviews of period reviews, KYC files, and screening alerts
Provide training across teams on AML risks, typologies, red flags, and regulatory changes
Manage escalations from analysts and provide guidance on complex cases

What we offer

Medical aid and GAP cover
RA scheme
Flexible hours
Volunteering opportunities
Training and development opportunities
Opportunities to take advantage of our own products

Fintech Account Manager - Named

Plaid

Location:
United States , New York

Category:
Sales

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 25, 2026

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