Account Executive - Banking and Wealth

Responsibilities

• 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

Qualifications

• 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 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