Named Account Executive - Credit

United StatesRemoteFull-timemid

SalesNamed Account Executive

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Quick Summary

Overview

We believe that the way people interact with their finances will drastically improve in the next few years.

Technical Tools

SalesNamed Account Executive

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

The Credit team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established lenders take their growth to the next level. Our thesis is that every lender can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives, including approving more borrowers and reducing overall portfolio risk through Plaid’s innovative credit solutions. In this role, you'll be the individual helping us achieve this vision.

Your focus will be on engaging a curated list of lenders that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process. Additionally, you’ll be working with Plaid's existing lending customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals. This role will work across all segments at Plaid to partner with the segment Account Executives to accomplish these goals.

Identify opportunities for Plaid solutions to deliver value, with both 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 by identifying how each customer can leverage our technology to achieve their unique goals and objectives.

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; consultative sales approach with 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 to both technical and non-technical stakeholders.

Ability to engage stakeholders at all levels of an organization, without being perceived as ‘salesy’.

Listing Details

Posted: December 1, 2025
First seen: March 23, 2026
Last seen: April 7, 2026

Posting Health

Days active: 15
Repost count: 0
Trust Level: 61%
Scored at: April 7, 2026

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Plaid

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Plaid is used by thousands of digital financial apps and services like Betterment, Expensify, Microsoft and Venmo, and by many of the largest banks to make it easy for consumers to connect their financial accounts with the apps and services they want to use.

Employees

350

Founded

2013

Domain

plaid.com

Jobs

View 96 jobs

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Salary

USD 285108–309900

per year