Account Executive Leader - SMB at Plaid

San Francisco, California, United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial ServicesIndustries

Requirements

5+ years of experience in sales, including selling and managing both transactional and strategic deal cycles
Proven success working cross-functionally to drive business outcomes
A track record of developing talent and enhancing team performance
Demonstrated critical thinking and problem-solving abilities, especially in hyper-growth businesses
Hands-on experience in new customer acquisition and install-base account management
Prior team management experience with a focus on revenue-driven outcomes (nice-to-have)

Responsibilities

Lead, coach, and develop a team of SMB Account Executives to consistently meet and exceed revenue targets
Drive a high-performing sales culture, focusing on accountability, skill development, and goal alignment
Collaborate cross-functionally to streamline processes and optimize sales strategies, ensuring seamless execution
Oversee both new customer acquisition and existing account management, creating tailored approaches to meet diverse client needs
Develop and implement strategic plans to address team performance gaps and maximize individual and team impact
Act as a critical thinker and problem-solver, utilizing key business levers to achieve targeted outcomes
Foster an inclusive environment that supports team development and celebrates achievements

Skills

Sales Management

Team Leadership

Talent Development

SMB Sales

Strategic Sales

Transactional Sales

Customer Acquisition

Account Management

Revenue Targets

Hyper-growth Sales

Plaid

Connects financial accounts to apps securely

About Plaid

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that supports various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

San Francisco, CaliforniaHeadquarters

2013Year Founded

$714.3MTotal Funding

SERIES_DCompany Stage

Fintech, Financial ServicesIndustries

1,001-5,000Employees

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.

Risks

Increased competition from API-based banking solutions like FIS's Code Connect platform.

Potential legal challenges, such as PNC's lawsuit over trademark issues.

Demand for enhanced transparency and security in financial data sharing.

Differentiation

Plaid offers seamless financial data integration through robust APIs for diverse clients.

Plaid's Pay by Bank for Bill Pay provides a cost-effective recurring payment solution.

Plaid's strategic partnerships enhance its value proposition in payroll and payment sectors.

Upsides

Plaid's expansion into the Triangle area indicates growth and increased hiring potential.

Partnership with Dwolla enhances Plaid's presence in the secure payments sector.

Collaboration with Ansa expands market reach through pay-by-bank capabilities for merchants.

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