Named Credit Account Executive at Plaid

United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Financial Services, LendingIndustries

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’

Responsibilities

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

Skills

Key technologies and capabilities for this role

SalesAccount ManagementB2B SalesFintechCredit SolutionsCustomer EngagementPipeline ManagementProspectingRelationship BuildingFinancial Services

Questions & Answers

Common questions about this position

What experience is required for the Named Credit Account Executive role?

A minimum of 7+ years in a quota-carrying direct sales role with a strong track record of attainment is required.

What key skills are needed for this position?

Excellent prospecting, qualifying, and negotiating skills are required, along with a consultative sales approach, customer-centric mindset, working knowledge of APIs, and a professional yet relaxed communication style.

Is this a remote position or does it require office work?

This information is not specified in the job description.

What is the salary or compensation for this role?

This information is not specified in the job description.

What makes a strong candidate for this Account Executive position?

Candidates with 7+ years of quota-carrying sales experience, a proven track record, strong prospecting and negotiating skills, API knowledge, and a consultative, customer-centric approach stand out.

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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