The ad says“Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$500K+ ARR range, with specific experience in net-new logo acquisition”
The ad says“Experience selling API-first or developer-focused products”
The ad says“10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services”
The ad says“Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer”
The ad says“Familiarity with consumption-based or usage-based pricing models”
The ad says“Proven ability to operate cross-functionally, influencing product, legal, and marketing without positional authority”
The ad says“Strong data discipline — you use pipeline and forecast data to influence the actions your team takes, not just report what happened”
The ad says“Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer”
The ad says“10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services”
The ad says“10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services”
The ad says“Background in open banking, identity verification, payments, or adjacent fintech infra”
The ad says“Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$500K+ ARR range, with specific experience in net-new logo acquisition”
The ad says“Background in open banking, identity verification, payments, or adjacent fintech infra”
The ad says“10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services”
The ad says“5+ years of frontline sales management experience leading teams of quota-carrying AEs”
Plaid’s Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team’s mandate is to deepen those partnerships — expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale
You will lead an established, high-performing team of Territory Account Executives who manage Plaid’s fast-growing fintech accounts. This is not a greenfield build — it’s a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid’s market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers
The primary motion is new logo acquisition. The majority of your AEs’ accounts don’t yet use Plaid — the job is to secure those new logos and grow existing relationships through new products, new use cases, and new business units. You’ll be in deals with your team as a coach and escalation point, helping AEs navigate multi-stakeholder cycles from technical champion to economic buyer, without taking ownership away from them
Manage a team of 5–7 Territory Account Executives focused on Plaid’s fintech accounts, driving growth through expansion of existing relationships and competitive new logo acquisition
Coach AEs to identify and drive expansion opportunities proactively — new products, new use cases, new business units — rather than waiting for inbound signals
Build and refine the account strategy for Plaid’s fintech customers alongside your AEs, including executive value messaging, pitch positioning, and coordinated go-to-market efforts with Marketing
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 that closes the gap between strong performers and elite ones
Maintain a high recruiting bar — assess and close exceptional AE talent as the team grows, selecting for people who are self-starters and thrive in a fast-moving environment
Manage performance with transparency — set clear expectations, act early when someone isn’t tracking, and make tough calls when necessary
Collaborate closely with Marketing, Product, Account Management, Legal, and Commercial teams to maintain a consistently high win rate and remove friction from deal cycles
Engage directly in strategic deals as a coach and escalation point, while ensuring your AEs retain ownership and develop their own executive-level selling capabilities
Benefits
Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Preferred experience
Proven ability to operate cross-functionally, influencing product, legal, and marketing without positional authority
Strong data discipline — you use pipeline and forecast data to influence the actions your team takes, not just report what happened
5+ years of frontline sales management experience leading teams of quota-carrying AEs
10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services
Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$500K+ ARR range, with specific experience in net-new logo acquisition
Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer
A coaching-first leadership style — you develop your people through the deals, not by taking the deals away from them
We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn’t fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Familiarity with consumption-based or usage-based pricing models
Experience selling API-first or developer-focused products
Background in open banking, identity verification, payments, or adjacent fintech infra
