Account Executive - Fintech Named

PlaidPlaid·Remote(New York)
Sales
Excel

WFA Digital Insight

The demand for Fintech specialists has grown significantly, with a 25% increase in job openings in the past year alone. As the financial landscape evolves, companies like Plaid are at the forefront, empowering developers to create innovative products. With a strong track record of attainment in direct sales and a customer-centric mindset, candidates can thrive in this role. Plaid's commitment to diversity and inclusivity makes it an attractive option for those seeking a dynamic work environment. Before applying, candidates should be aware of the need for a deep understanding of Plaid's solutions and the ability to communicate complex concepts simply.

Job Description

About the Role

The Account Executive - Fintech role at Plaid is a unique opportunity to drive growth and innovation in the financial technology sector. As a key member of the Fintech team, you will be responsible for building close customer relationships and identifying business value and impact of Plaid across your territory of accounts. Your day-to-day activities will involve going deep and wide in customer and prospect accounts to build support for adopting Plaid solutions.

The Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Your role will be critical in achieving this vision, working closely with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod.

What You Will Do

  • Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
  • Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
  • Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod
  • Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome
  • Identify opportunities for Plaid solutions to deliver value, with both existing and prospective high-growth Fintech 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

What We Are Looking For

  • 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 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
  • Strong understanding of the Fintech industry and its trends
  • Experience working with financial institutions and Fintech companies
  • Strong analytical and problem-solving skills

Nice to Have

  • Experience working with Plaid or similar fintech companies
  • Knowledge of financial regulations and compliance
  • Experience working in a fast-paced, dynamic environment
  • Strong network of contacts in the Fintech industry

Benefits and Perks

  • Competitive salary and benefits package
  • Opportunity to work with a leading Fintech company
  • Collaborative and dynamic work environment
  • Professional development and growth opportunities
  • Flexible working hours and remote work options
  • Access to the latest technology and tools
  • Recognition and reward for outstanding performance
  • Comprehensive health and wellness programs
  • Generous paid time off and holiday policy

How to Stand Out

  • Develop a strong understanding of Plaid's solutions and how they can be applied to different Fintech companies.
  • Build a network of contacts in the Fintech industry to stay up-to-date with the latest trends and developments.
  • Create a personalized portfolio that showcases your experience and skills in Fintech sales.
  • Prepare to discuss your approach to consultative sales and how you build relationships with customers.
  • Be ready to negotiate your salary and benefits package based on your experience and qualifications.
  • Research Plaid's company culture and values to ensure you are a good fit for the role.
  • Practice your communication skills to effectively explain complex concepts to both technical and non-technical stakeholders.

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