# Account Executive - Banking and Wealth, Territory Accounts

**Company**: Plaid
**Location**: New York
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $240K
**Category**: Sales
**Industry**: Finance

**Apply**: https://jobs.ashbyhq.com/plaid/cbcbf629-9386-4a05-898f-2b26bca33c1d?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/job/account-executive-banking-and-wealth-territory-1ef213d7-038/

## Description

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.

Your focus will be on developing & leading large, complex new enterprise deals and building strong, long-lasting relationships with the banks to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in banking.

Responsibilities:

- Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment

- Manage a pipeline of net-new accounts across a large territory alongside a small existing customer base, prioritizing and sequencing outreach effectively

- Prospect and close new business across a territory of community banks and credit unions ($0-20B AUM), managing a mix of transactional and longer, more strategic sales cycles

- Build and maintain relationships with Financial Institutions, from executives to product teams and developers; be viewed as a subject matter expert

- Partner with our sales and marketing teams to define and execute our Banking and Wealth segment sales strategy

- Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions

- Manage pipeline and accurately reflect the probability of close

Qualifications:

- Experience (3-5 years of quota-carrying closing experience) in a new-revenue role and a strong track record of closing deals

- Strong prospecting, qualifying, and negotiating skills; consultative sales approach with a product-centric mindset

- Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in Banking and Wealth vertical

- Proven ability to interact and articulate complex solutions to all levels of a banking organization

- Interest in financial services products and a desire to create strategic relationships that help our customers succeed

- Excitement to work in a high-growth environment and to help build processes and tools as needed

- Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs

We offer a comprehensive benefit plan, including medical, dental, vision, and 401(k). Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.

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## Skills

### Required
- sales
- financial services
- product-centric mindset
- consultative sales approach

### Nice to have
- Banking and Wealth vertical experience
- prior experience in sales development

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Source: [Apply at jobs.ashbyhq.com](https://jobs.ashbyhq.com/plaid/cbcbf629-9386-4a05-898f-2b26bca33c1d?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)