FinTech Account Manager - Named

Account Executive - Fintech Named

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. The Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision. Responsibilities * 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. * 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. Qualifications * 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. 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.

Sales Manager, Fintech

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. Plaid’s Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team’s mandate is to deepen those partnerships — expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale. You will lead an established, high-performing team of Named Account Executives who manage Plaid’s largest fintech accounts. This is not a greenfield build — it’s a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid’s market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers. The primary motion is expansion. The majority of your AEs’ accounts already use Plaid — the job is to grow those relationships through new products, new use cases, and new business units, while also adding competitive new logos to the book. You’ll be in deals with your team as a coach and escalation point, helping AEs navigate multi-stakeholder cycles from technical champion to economic buyer, without taking ownership away from them. Responsibilities • Manage a team of 6–8 Named Account Executives focused on Plaid’s largest fintech accounts, driving growth through expansion of existing relationships and competitive new logo acquisition. • Coach AEs to identify and drive expansion opportunities proactively — new products, new use cases, new business units — rather than waiting for inbound signals. • Build and refine the account strategy for Plaid’s top fintech customers alongside your AEs, including executive value messaging, pitch positioning, and coordinated go-to-market efforts with Marketing. • Grow existing accounts by driving multi-product adoption and deepening executive-level relationships. • Attain consumption-based revenue targets through a disciplined, data-driven pipeline operating rhythm. • Develop your team through structured 1:1s, deal reviews, and skill-specific coaching that closes the gap between strong performers and elite ones. • Maintain a high recruiting bar — assess and close exceptional AE talent as the team grows, selecting for people who thrive in an expansion-oriented selling motion. • Manage performance with transparency — set clear expectations, act early when someone isn’t tracking, and make tough calls when necessary. • Collaborate closely with Marketing, Product, Account Management, Legal, and Commercial teams to maintain a consistently high win rate and remove friction from deal cycles. • Engage directly in strategic deals as a coach and escalation point, while ensuring your AEs retain ownership and develop their own executive-level selling capabilities. Qualifications • 10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services. • 5+ years of frontline sales management experience leading teams of quota-carrying AEs. • Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$1M+ ARR range, with specific experience in expansion and land-and-expand motions. • Experience leading a team oriented around named accounts or industry verticals — not just geographic territories. • Strong data discipline — you use pipeline and forecast data to change what your team does, not just report it upward. • Proven ability to operate cross-functionally, influencing product, legal, and marketing without positional authority. • Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer. • A coaching-first leadership style — you develop your people through the deals, not by taking the deals away from them Nice to Have • Experience selling API-first or developer-focused products. • Familiarity with consumption-based or usage-based pricing models. • Background in open banking, identity verification, payments, or adjacent fintech infrastructure. • Experience managing hybrid or distributed teams across multiple offices. 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.

Sales Lead - This Week in Fintech

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 motivated and results-driven Sales Lead to join the team. The ideal candidate has a proven track record in advertising and media sales and is eager to build and grow their own book of business by selling across our diverse media offerings (e.g., newsletters, podcasts, events, and sponsored content). You must be a self-starter who thrives in an entrepreneurial environment and is excited by the prospect of building something from the ground up at a startup. You’ll be a frontline ambassador for the brand, including; opening doors, pitching creative solutions, and building long-term partnerships with some of the most influential names in fintech, crypto, finance, venture capital, and beyond. Responsibilities * P&L Ownership: Build and manage a complete sales pipeline, from prospecting and pitching to closing deals and managing post-sale client relationships to drive recurring revenue. * Strategic Selling: Develop and present compelling advertising solutions and media packages tailored to meet the marketing objectives of prospective clients. * Market Expertise: Become an expert on our audience data, media products, and the competitive landscape to effectively position This Week in Fintech as the premier media partner in the industry. * Collaboration: Work closely with the content and operations teams to ensure smooth execution of client campaigns and deliver maximum value to our sponsors. * Startup Mindset: Embrace a fast-paced environment and contribute to the overall growth strategy of the company. Qualifications * Minimum of 3+ years of successful experience in advertising sales, media sales, or sponsorship sales * Excellent communication, presentation, and negotiation skills with a track record of building lasting client relationships. * Deep understanding of the media landscape, including digital advertising, content marketing, and sponsorship best practices. * Experience closing deals with financial institutions, tier-1 fintechs, or Fortune 500 brands and know how to navigate complex, high-stakes partnerships. * Leveraging AI to work smarter and move faster. * Experience leading or mentoring other sellers, leading by example, or helping shape team culture. 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.