CrawlJobs Logo

Named Credit Account Executive

United States 117762.00 - 165000.00 USD / Year · Job Posted January 07, 2026
Apply Position
Job Link Share

Job Description

We work with prospective customers to help them navigate and evaluate our solutions so that any business can become a fintech. 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.

Job Responsibility

  • 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

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 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’

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Named Credit Account Executive

8 matching positions

Founding Account Executive

80Twenty is a specialized recruiting firm that finds and places exceptional grow...
Location
Location
United States , New York City; San Francisco
Salary
Salary:
120000.00 - 150000.00 USD / Year
80twenty.com Logo
80Twenty
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2–5 years of full-cycle B2B sales experience, owning the process start to finish
  • Track record of exceeding quota, ideally at a company without a big brand name behind it
  • SaaS background strongly preferred
  • AI or fintech exposure is a plus
  • Comfortable in a pre-playbook environment where you build the process, not follow one
  • The definition of hungry: you outwork, outlearn, and outrun everyone around you
  • History of high performance outside of work too: athletics, academics, something that shows you know how to compete
  • Previous AEs who needed structure or a handed-off playbook didn't make it here. That's not you.
Job Responsibility
Job Responsibility
  • Build and close new pipeline from scratch
  • quota starts at $500K ARR in year one
  • Run the full sales cycle: outbound prospecting through signed contract
  • Own the customer relationship through implementation until a CSM is hired at 7 closed accounts
  • Conduct product demos and guide prospects through a structured two-month trial
  • Work directly with the CEO, COO, credit analysts, and tech team on complex deals
  • Sell to CFOs, CEOs, Controllers, and AR Managers across multi-stakeholder deals
What we offer
What we offer
  • Uncapped comp with a starting quota that scales as the business does
  • Founding equity, not a standard rep grant
  • Direct access to the CEO and leadership team with no layers and no politics
  • Clear path to leadership as NYC and SF hubs grow
  • Fulltime
Read More
Arrow Right

Account Executive

Prism is hiring an Account Executive to help us expand. You will own the full sa...
Location
Location
United States , NYC; San Diego
Salary
Salary:
145000.00 - 190000.00 USD / Year
prismdata.com Logo
Prism Data
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven sales success selling credit-risk, underwriting, analytics, or financial-services software into banks, credit unions, fintechs, or other lenders
  • Strong network in Credit/Risk, Lending, Product, or Data/Analytics leadership
  • Deep domain knowledge of credit workflows, credit policies / scorecards, risk modeling, compliance considerations, and bank procurement processes
  • Sales mastery—expert discovery, multi-threading, value engineering, negotiation, and closing
  • Partner co-selling experience with bureaus, aggregators, processors, decision engines, or LOS/LMS platforms
  • Exceptional communication skills across technical, analytical, and executive audiences
  • High operational discipline with CRM usage, forecasting accuracy, and repeatable process execution
  • Willingness to travel for client meetings, partner engagements, and industry events
Job Responsibility
Job Responsibility
  • Lead proactive market engagement
  • Build pipeline through targeted outbound outreach, personalized messaging, industry events, and consistent engagement with account leaders
  • Partner with Marketing and Partnerships to expand Prism’s visibility among prospects
  • Identify and activate new entry points within priority accounts, generating senior-level awareness before formal evaluations begin
  • Drive sales
  • Build and execute account strategies for named accounts
  • Own full-cycle deals—from first contact through close
  • Multi-thread into Credit/Risk, Lending, Product, Data/Analytics, and Digital Banking leadership
  • Lead rigorous discovery and solution design
  • Conduct deep, thoughtful discovery to understand each prospect’s goals, workflows, risk posture, constraints, and opportunities—recognizing that no two institutions evaluate cash flow underwriting the same way
What we offer
What we offer
  • medical
  • dental
  • vision
  • 401(k)
  • equity-based compensation
  • commission-based or variable compensation plan
  • Fulltime
Read More
Arrow Right

Portfolio Credit Risk Management 2nd Lod Lead Analyst, Vice President

The Portfolio Credit Risk Management role oversees portfolio risk management act...
Location
Location
United States , Getzville
Salary
Salary:
92000.00 - 138000.00 USD / Year
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10 years of experience
  • Proven experience in overseeing, challenging, and reviewing credit portfolio management
  • Demonstrable understanding of credit analysis and counterparty risk with the ability to provide robust oversight and review
  • Solid experience in the review, challenge and oversight of loanable value methodology and portfolio stress testing
  • Ability to oversee, evaluate and challenge risk management tools and exposure monitoring processes
  • Proficient in accuracy and completeness of credit data with the capability to oversee, challenge and review data sets
  • Experience in overseeing, challenging, and reviewing risk management processes and portfolio risk reports
  • Comprehensive understanding of risk measurements with a proven oversight, challenge and review skill set
  • Competence in interpreting and analyzing complex financial data and making informed decisions
  • Understanding of credit analysis, counterparty risk, and portfolio stress testing
Job Responsibility
Job Responsibility
  • Oversee credit portfolio limits and stress testing, ensuring a balance between risk and reward and maintaining the company's risk appetite
  • Develop advanced methodologies for limit setting within the credit portfolio, factoring in industry trends, regulatory standards, and internal risk appetite
  • Manage comprehensive risk profiles, coordinating with regulatory bodies, conducting regular portfolio health checks and anticipatory identification of top risk factors
  • Direct regular portfolio analysis, providing updates on portfolio performance, market trends, and risk factors for ongoing risk assessment and mitigation
  • Lead governance discussions, interpreting limit governance rules and overseeing activities related to single name and distribution risk to ensure regulatory compliance
  • Represent and coordinate the second line of defense in terms of risk appetite engagement, effectively communicating and managing risk statements and assessments
  • Supervise the end-to-end framework for the adequacy of credit reserve and stress testing, ensuring proper management of the credit portfolio
  • Examine, challenge, and validate new account strategies and account management development for robust checks, minimizing potential risk exposure
  • Conduct rigorous internal and oversight reviews, probing into internal processes and controls, and managing any ensuing internal audits or regulatory examinations
  • Assess risk when making business decisions, using advanced analytical skills to evaluate potential risks and protect the firm's reputation
What we offer
What we offer
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays
  • discretionary and formulaic incentive and retention awards
  • Fulltime
Read More
Arrow Right

Wealth Credit Risk Lead Analyst - VP

Are you looking for a career move that will put you at the heart of a global fin...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Solid Wholesale Credit Risk (corporate), including due diligence, structuring and documentation skills experience along with capital markets knowledge
  • Proven experience in overseeing, challenging, and reviewing credit portfolio management
  • Demonstrable understanding of credit analysis and counterparty risk with the ability to provide robust oversight and review
  • Solid experience in the review, challenge and oversight of loanable value methodology and portfolio stress testing
  • Ability to oversee, evaluate and challenge risk management tools and exposure monitoring processes
  • Proficient in accuracy and completeness of credit data with the capability to oversee, challenge and review data sets
  • Experience in overseeing, challenging, and reviewing risk management processes and portfolio risk reports
  • Comprehensive understanding of risk measurements with a proven oversight, challenge and review skill set
  • Competence in interpreting and analysing complex financial data and making informed decisions
  • Understanding of credit analysis, counterparty risk, and portfolio stress testing
Job Responsibility
Job Responsibility
  • Oversee credit portfolio limits and stress testing, ensuring a balance between risk and reward and maintaining the company's risk appetite
  • Develop advanced methodologies for limit setting within the credit portfolio, factoring in industry trends, regulatory standards, and internal risk appetite
  • Manage comprehensive risk profiles, coordinating with regulatory bodies, conducting regular portfolio health checks and anticipatory identification of top risk factors
  • Direct regular portfolio analysis, providing updates on portfolio performance, market trends, and risk factors for ongoing risk assessment and mitigation
  • Lead governance discussions, interpreting limit governance rules and overseeing activities related to single name and distribution risk to ensure regulatory compliance
  • Represent and coordinate the second line of defence in terms of risk appetite engagement, effectively communicating and managing risk statements and assessments
  • Supervise the end-to-end framework for the adequacy of credit reserve and stress testing, ensuring proper management of the credit portfolio
  • Examine, challenge, and validate new account strategies and account management development for robust checks, minimizing potential risk exposure
  • Conduct rigorous internal and oversight reviews, probing into internal processes and controls, and managing any ensuing internal audits or regulatory examinations
  • Assess risk when making business decisions, using advanced analytical skills to evaluate potential risks and protect the firm's reputation
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Manager, Operations Quality Assurance

This role will work closely with regional and global Compliance, Risk, Product a...
Location
Location
Malaysia; Singapore , Kuala Lumpur; Singapore
Salary
Salary:
Not provided
airwallex.com Logo
Airwallex
Expiration Date
Until further notice
Flip Icon
Requirements
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
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
Read More
Arrow Right

Vip experience host hostess

ASM Global, the leader in privately managed public assembly facilities, has an e...
Location
Location
United States , San Antonio
Salary
Salary:
Not provided
legendsglobal.com Logo
Legends Global
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ability to adapt easily to the requirements and guidelines of the organization
  • Responsible handling of credit cards is vital
  • Possess pleasant personality with an enthusiastic and professional attitude
  • Ability to work flawlessly and effortlessly under stress and pressure
  • Experience in a customer service, sales, or fine dining role
  • Excellent communication and decision-making skills
  • Ability to work in areas with loud noises and crowds
  • Self-motivated and accountable, able to work independently and as part of a team
  • Must be flexible and able to work a variety of shifts, including days, nights, weekends, and holidays
  • Must be 21+ with reliable transportation
Job Responsibility
Job Responsibility
  • Provide premium professional client services, hospitality, and support in the organization and management of events within the facility
  • Interact with Premium clients, facility staff and related personnel to assure all event needs are fulfilled
  • Responsible for all upgrades and all ancillary transactions at concerts and events
  • Welcome VIP members and guests and memorize their names
  • Provide excellent service to all members and Premium guests
  • Always be willing to help Premium members and guests with any questions or needs
  • Build and maintain constructive relationships and proactively anticipate guests' or members' needs
  • Pitch, sell and collect payment from guests for upgrades
  • Maintain appearance and dress according to established guidelines
  • Promote venue and membership program
  • Parttime
Read More
Arrow Right

Vip Experience Host

ASM Global, the leader in privately managed public assembly facilities, has an e...
Location
Location
United States , San Antonio
Salary
Salary:
Not provided
legendsglobal.com Logo
Legends Global
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Ability to adapt easily to the requirements and guidelines of the organization
  • Responsible handling of credit cards
  • Possess pleasant personality with an enthusiastic and professional attitude
  • Ability to work flawlessly and effortlessly under stress and pressure
  • Experience in a customer service, sales, or fine dining role
  • Excellent communication and decision-making skills
  • Ability to work in areas with loud noises and crowds
  • Self-motivated and accountable, able to work independently and as part of a team
  • Must be flexible and able to work a variety of shifts, including days, nights, weekends, and holidays
  • Hospitality experience
Job Responsibility
Job Responsibility
  • Provide premium professional client services, hospitality, and support in the organization and management of events within the facility
  • Interact with Premium clients, facility staff and related personnel to assure all event needs are fulfilled
  • Responsible for all upgrades and all ancillary transactions at concerts and events
  • Welcome VIP members and guests and memorize their names
  • Provide excellent service to all members and Premium guests
  • Always be willing to help Premium members and guests with any questions or needs
  • Build and maintain constructive relationships and proactively anticipate guests' or members' needs
  • Pitch, sell and collect payment from guests for upgrades
  • Maintain appearance and dress according to established guidelines
  • Promote venue and membership program
  • Parttime
Read More
Arrow Right

IT Director - Microsoft 365 Services

The IT Director – Microsoft 365 Services is responsible for the strategic leader...
Location
Location
United States , Sioux Falls; West Des Moines
Salary
Salary:
115531.00 - 216621.00 USD / Year
sammonsfinancialgroup.com Logo
Sammons Financial Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree in field relevant to role preferred
  • 8+ years of progressive IT leadership experience with 2+ years managing Microsoft 365 in an enterprise environment preferred
  • Deep expertise in Microsoft security, compliance and governance practices
  • Understanding Microsoft licensing and contract models
  • Strong understanding of cybersecurity, identity, and data governance principles
  • Experience with hybrid environments (on-prem + cloud)
  • Experience managing and/or implementing the following M365 Solutions: Exchange Online, Teams & SharePoint, Entra ID (Azure AD), Power Platform, Tenant Architecture
  • ITIL or similar service management framework experience
  • Experience operating in a regulated industry (e.g., financial services, insurance, healthcare)
  • Due to the financial nature and level of accountability of this position, a credit and criminal background check is required
Job Responsibility
Job Responsibility
  • Develop and execute the enterprise Microsoft 365 strategy and roadmap
  • Align M365 capabilities with business objectives, regulatory requirements, and digital workplace initiatives
  • Serve as the executive owner for Microsoft 365 platform lifecycle management
  • Evaluate emerging Microsoft technologies and assess business applicability
  • Establish governance frameworks for Teams, SharePoint, OneDrive, and Power Platform
  • Oversee data retention, information protection, eDiscovery, and compliance policies (Purview)
  • Ensure alignment with regulatory requirements (e.g., financial services compliance standards)
  • Define standards for provisioning, naming conventions, access control, and lifecycle management
  • Partner with Information Security to implement and maintain: Conditional Access policies, Data Loss Prevention (DLP), Insider risk management, Secure collaboration controls
  • Oversee secure configuration baselines and continuous risk monitoring
What we offer
What we offer
  • Health, Dental, Vision, Company Paid Retirement, PTO and Holiday Pay
  • Employee Stock Ownership Plan (ESOP) is a 100% company-funded retirement plan
  • Friday afternoons off all year long, competitive PTO, and generous number of paid holidays
  • Incentive program for defined goals subject to eligibility and performance
  • Colleagues who support one another, model our core values, and drive our healthy, high-performing culture
  • Fulltime
Read More
Arrow Right