Account Executive, Private Equity - New York

Plaid

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 at Plaid combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. We believe every  financial services company can benefit from better financial technology. This isn’t limited to the financial services industry, any company offering financial products to consumers deserves the best financial technology. You'll be the individual helping us achieve this vision. You will focus on generating new deals and building strong, long-lasting relationships with companies. You'll be tasked with identifying and closing deals across verticals in financial services, utilities, billing, insurance, and more. Responsibilities * Identify use cases and prospect high growth companies that are ~100 employees and beyond * Develop a book of high potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota * Successfully lead a technical sales motion of guiding engineers, product, and growth team members for the entire life-cycle from prospecting to close * Coordinate cross-functional resources and drive initiatives across * Plaid to support a consultative sales motion * Own mastery of Plaid solutions and evangelize for industry success across fintech and other industries Qualifications * 3+ years of quota-carrying, technical selling experience in a new-net hunting role * A strong track record of over performance * A hunter mentalityAbility to collaborate internally and exhibit a “win as a team” mentality * Experience in building territory plans and executing to plan * Passion working with growth stage private companies  * Proficiency in technical products and APIs * Passion for Plaid’s mission of unlocking financial freedom for everyone 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.

Plaid

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. This Week in Fintech is the largest global fintech media company with 200,000+ subscribers to a publication that provides insights, news, and connections within the financial technology ecosystem. What began as a newsletter focused on curating and sharing industry updates, trends, and innovations in the fintech space has grown to include a range of products including podcasts, events, conferences, and an online community to bring together fintech professionals, investors, and enthusiasts worldwide. This Week in Fintech is seeking a highly organized, creative, and entrepreneurial Senior Events & Experiences Manager to help build and scale one of the most influential fintech communities in the world. This is not a traditional events role. We are looking for someone who understands how experiences create brand value, strengthen relationships, drive partnerships, and build lasting community. You’ll lead the strategy and execution behind TWIF’s growing portfolio of experiences — from intimate executive dinners and private salons to large-scale conferences, ecosystem gatherings, and strategic partner activations. You’ll work directly with leadership and become a key part of shaping how TWIF shows up across fintech, startups, venture capital, and media. Responsibilities * Lead end-to-end execution of TWIF flagship events, conferences, executive dinners, community gatherings, and sponsored experiences from concept through onsite execution. * Partner with leadership to develop event strategies, programming concepts, and experience formats that strengthen TWIF’s brand, audience growth, and ecosystem influence. * Build and manage relationships with venues, vendors, sponsors, speakers, VIP attendees, ecosystem partners, and community members. * Coordinate sponsor deliverables and partner integrations to ensure high-quality execution and long-term relationship growth. * Manage production timelines, budgets, run-of-show documents, vendor coordination, travel logistics, attendee communications, and onsite operations. * Help cultivate meaningful relationships across the fintech, startup, investor, and operator ecosystem through thoughtful hospitality and curated experiences. * Develop systems, playbooks, and repeatable processes that allow TWIF’s events platform to scale without compromising quality or experience. Qualifications * 5–8+ years of experience in events, experiential marketing, hospitality, media, startups, fintech, or community programming. * Proven ability to manage high-touch experiences involving founders, executives, investors, sponsors, and VIP audiences. * Exceptional organizational and project management skills with the ability to execute independently in fast-paced environments. * Strong communication and interpersonal skills with a natural ability to build trust and long-term relationships. * Strong eye for audience experience, hospitality, branding, and event design. 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.

F2

ABOUT F2 F2 is the AI platform for private markets investors — purpose-built to transform how institutional teams underwrite, diligence, and deploy capital. Our AI converts messy, unstructured deal materials into investment-grade insights in minutes, helping private credit funds, commercial banks, and private equity firms make faster, more confident decisions. Backed by leading investors, including NFX and Y Combinator, we’re scaling a world-class product and engineering team to build the future of vertical AI for finance. ROLE OVERVIEW As a Business Development Representative (BDR), you’ll be on the front lines of F2 AI’s go-to-market motion, focused on generating qualified pipeline within commercial banks. You’ll identify, engage, and qualify prospective customers, setting the foundation for successful enterprise sales cycles. You’ll work closely with sales, marketing, and leadership to refine our outbound strategy and messaging, helping define how F2 AI breaks into large, regulated financial institutions. This role is ideal for a driven, curious seller early in their career who wants deep exposure to enterprise sales, AI technology, and the commercial banking landscape. WHAT YOU’LL DO As a BDR at F2, your primary mission is pipeline creation. You’ll play a critical role in identifying and qualifying leads, driving outreach campaigns, and supporting the broader sales effort. You will: * Own inbound lead management: Rapidly respond to and qualify inbound interest from GPs, lenders, and private market deal teams. * Execute outbound campaigns: Partner with Mid-Market and Enterprise AEs to design and execute outbound sequences targeting high-value accounts. * Set meetings that matter: Your success will be measured by qualified meetings set and pipeline created. * Support sales collateral creation: Collaborate with AEs and Marketing to refine messaging, tailor outreach, and build decks and 1-pagers. * Keep CRM immaculate: Ensure our pipeline is always accurate and up to date in HubSpot/Salesforce. * Learn the product and space deeply: Get fluent in private markets workflows and Arc’s differentiated AI offering. Your credibility with our buyers will be key. * Constantly iterate: Help refine the BDR playbook, report on conversion metrics, and suggest improvements across the funnel. YOU MIGHT BE A GREAT FIT IF You’re not just a lead generator—you’re a high-IQ operator who knows how to get in front of the right people and speak their language. We’re looking for someone with: * BDR or sales experience in a fast-paced, outbound-heavy environment (tech, SaaS, fintech, or AI preferred) * Domain knowledge in private credit, private equity, or commercial banking — either through direct experience or deep exposure * Entrepreneurial hustle or a founder-like mentality — you work insanely hard, thrive in ambiguity, move fast, have a positive attitude and don't need hand-holding * Strong communication skills, both written and verbal — you know how to craft a tight outbound message and hold your own on calls * Tools fluency — you’re comfortable with CRM (Salesforce, HubSpot), sales engagement platforms (e.g. Outreach, Apollo), and LinkedIn Sales Navigator * Analytical mindset — you can qualify prospects rigorously and think commercially about the funnel * Based in NYC — we believe the best work is done together, in person at our beautiful corporate HQ in NYC. You’ll have flexibility to work remotely at least 1 day per week. PREFERRED QUALIFICATIONS * Experience selling to finance personas (CFOs, deal professionals) * Background in investment banking, private credit, private equity or fund services * Interest in AI, automation, and enterprise software WHY F2 * Join a fast-growing AI startup reshaping workflows in private markets and finance. * Be part of a small, high-impact team where your design decisions influence product strategy. * Competitive compensation with equity upside and benefits. * Collaborative, mission-driven culture that values craftsmanship, curiosity, and rapid iteration.