Sales Manager, Fintech
WFA Digital Insight
In the current remote job market, demand for skilled sales professionals in fintech has skyrocketed, with some reports indicating a 25% increase in job openings over the past year. As companies like Plaid continue to innovate and expand their financial services, the need for experienced sales managers who can drive growth and deepen customer relationships has never been more pressing. With its strong market presence and commitment to empowering financial transformation, Plaid stands out as a leader in the industry. Candidates should be prepared to demonstrate their expertise in B2B SaaS sales, fintech, and team management, as well as their ability to thrive in a fast-paced, expansion-oriented environment.
Job Description
About the Role
The Sales Manager, Fintech role at Plaid is a unique opportunity to lead a high-performing team of Named Account Executives and drive growth through the expansion of existing relationships and competitive new logo acquisition. As a key member of the fintech sales team, you will be responsible for managing a team of 6-8 account executives and coaching them to identify and drive expansion opportunities proactively. You will also work closely with cross-functional teams, including Marketing, Product, and Account Management, to maintain a consistently high win rate and remove friction from deal cycles.The team you will be leading is focused on Plaid's largest fintech accounts, and your primary motion will be expansion. You will be responsible for driving deeper product adoption across existing accounts, winning strategic new logos, and developing your team into consistently elite performers. With a strong foundation in place, the opportunity is to raise the bar further and strengthen Plaid's market-leading position in fintech.
What You Will Do
- Manage a team of 6-8 Named Account Executives focused on Plaid's largest fintech accounts
- Coach AEs to identify and drive expansion opportunities proactively
- Build and refine the account strategy for Plaid's top fintech customers alongside your AEs
- Grow existing accounts by driving multi-product adoption and deepening executive-level relationships
- Attain consumption-based revenue targets through a disciplined, data-driven pipeline operating rhythm
- Develop your team through structured 1:1s, deal reviews, and skill-specific coaching
- Maintain a high recruiting bar and assess and close exceptional AE talent as the team grows
- Manage performance with transparency and set clear expectations
- Collaborate closely with cross-functional teams to maintain a consistently high win rate
- Engage directly in strategic deals as a coach and escalation point
What We Are Looking For
- 10+ years of sales experience in B2B SaaS or platform/infrastructure sales
- 5+ years of frontline sales management experience leading teams of quota-carrying AEs
- Demonstrated track record of success in driving growth through expansion of existing relationships and competitive new logo acquisition
- Strong understanding of fintech, payments, or financial services
- Experience with consumption-based revenue models and data-driven sales strategies
- Excellent coaching and leadership skills
- Ability to work in a fast-paced, dynamic environment
- Strong communication and interpersonal skills
Nice to Have
- Experience with sales analytics and performance metrics
- Knowledge of financial services and banking regulations
- Familiarity with Plaid's products and services
- Experience working in a remote or distributed team environment
Benefits and Perks
- Competitive salary and bonus structure
- Equity and stock options
- Comprehensive health, dental, and vision insurance
- 401(k) matching and retirement planning
- Flexible PTO and vacation policy
- Remote work stipend and home office setup
- Professional development and training opportunities
How to Stand Out
- Make sure to highlight your experience in B2B SaaS sales and fintech in your application, as these are key areas of focus for the role.
- Develop a strong understanding of Plaid's products and services, as well as the company's mission and values.
- Be prepared to provide specific examples of your sales management experience and successes in driving growth through expansion of existing relationships.
- Familiarize yourself with consumption-based revenue models and data-driven sales strategies, as these will be key areas of focus in the role.
- Consider reaching out to current or former employees of Plaid to gain insights into the company culture and what it's like to work on the fintech sales team.
- Be prepared to discuss your approach to coaching and leadership, as well as your experience working in a fast-paced, dynamic environment.
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