CareerPlan

Account Executive - SMB

New York City OfficeFull-time2026-05-26 → 2026-11-12

Core

Generate new deals and build long-lasting relationships with SMB companies (100+ employees) to connect their financial accounts to apps and services.

Role type

SMB Account Executive (Technical Sales)

Builds

Plaid API integration for financial products

Domain

Fintech / Financial Services

Deliverable

client delivery

Required skills

Quota-carrying technical selling, new-net hunting, territory planning, consultative sales, technical product knowledge, API proficiency

Preferred skills

Experience with growth-stage private companies, passion for financial freedom mission

Technologies

APIs

Responsibilities

Identify use cases and prospect high growth companies (~100 employees+), develop and maintain a pipeline of engaged prospects, lead technical sales motion guiding engineers and product teams, coordinate cross-functional resources, own mastery of Plaid solutions and evangelize for industry success

Seniority

Mid-level, quota-carrying IC