Account Executive - Banking and Wealth
Core
Selling Plaid's financial data and API platform to banks and credit unions in North America to enable digital account opening, lending, and fraud prevention workflows.
Role type
Account Executive (Banking and Wealth)
Builds
Plaid's API platform connecting financial institutions to fintech apps
Domain
Financial Services / Fintech / Banking
Deliverable
client delivery
Required skills
quota-carrying sales experience, consultative selling, prospecting, negotiation, vertical sales strategy, technical solution articulation
Preferred skills
prior experience in Banking and Wealth vertical, desire to learn APIs
Technologies
Plaid APIs
Responsibilities
Identify potential customers and run the end-to-end sales process, build relationships with financial institution executives and product teams, partner with sales and marketing to execute segment strategy, collaborate with product teams to identify solution gaps, manage sales pipeline and forecast probability of close
Seniority
Mid-level, quota-carrying IC