Named Account Executive - Credit

About the Role

The Credit team at Plaid combines deep product and industry knowledge, focusing on helping both upcoming and well-established lenders take their growth to the next level. As a key member of this team, you will work closely with cross-functional resources to drive initiatives and support a consultative sales motion. Your success will be measured by your ability to identify opportunities, develop a book of high-potential engaged prospects, and maintain a sufficient pipeline to support successful attainment against quota.

What You Will Do

• Identify opportunities for Plaid solutions to deliver value to 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 to identify how each customer can leverage the company's technology to achieve their unique goals and objectives
• Work with Plaid's existing lending customers to deeply understand their business and align solutions to help them achieve both near and long-term goals
• Collaborate with segment Account Executives to accomplish goals across all segments at Plaid
• Engage stakeholders at all levels of an organization, presenting complex concepts in simple terms to both technical and non-technical stakeholders
• Prospecting, qualifying, and negotiating skills will be essential in this role

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, with a consultative sales approach and 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
• Ability to engage stakeholders at all levels of an organization without being perceived as 'salesy'
• Strong understanding of financial institutions and the lending industry
• Experience with Excel and other sales tools

Nice to Have

• Experience in the fintech industry, particularly in credit solutions
• Knowledge of Plaid's competitors and the broader financial ecosystem
• Certification in sales or a related field
• Experience working with cross-functional teams, including sales engineers and product specialists

Benefits and Perks

• Opportunity to work with a leading fintech company, driving financial freedom for everyone
• Competitive compensation package
• Equity in a rapidly growing company
• Comprehensive health benefits
• Flexible PTO policy
• Remote work stipend
• Professional development opportunities, including training and certification programs
• Collaborative and dynamic work environment

• Develop a strong understanding of Plaid's solutions and the company's mission to unlock financial freedom for everyone
• Build a portfolio that showcases your sales experience, particularly in the fintech industry
• Prepare to discuss your approach to consultative sales and how you navigate complex financial ecosystems
• Research Plaid's competitors and the broader financial ecosystem to demonstrate your industry knowledge
• Be prepared to provide specific examples of your experience with APIs and sales tools, such as Excel
• Consider obtaining certification in sales or a related field to enhance your application