Account Executive - Banking and Wealth
June 15
🏡 Remote – New York
Description
• Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment • 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
Requirements
• Experience (3-5 years of quota-carrying 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 the 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
Benefits
• 11 paid holidays • Generous Accrued Time Off • Generous paid sick time • Annual day of service
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