Associate Account Executive - Banking and Wealth / Enterprise

Plaid • San Francisco, CA

31d

About The Position

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. Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data. Plaid's Banking & Wealth team partners with financial institutions to modernize digital banking, payments, and wealth experiences. As an Inside Sales Rep / Associate AE, you will drive early-stage pipeline, shepherd financial institutions through discovery, and own the closing process for smaller deals. You'll collaborate closely with senior AEs, Solutions Engineering, and cross-functional partners to help banks, credit unions, and wealth platforms adopt Plaid's connectivity, identity, payments, and data solutions.

Requirements

• 1-3 years in Inside Sales, SDR/BDR, or junior AE roles; fintech or financial institution sales a plus.
• Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders.
• Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers.

Responsibilities

• Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms OR enterprise companies.
• Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation.
• Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE.
• Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution.
• Partner with senior AEs on larger, multi-stakeholder deals.
• Assist senior AEs with early-stage qualification and strategy and qualification Craft tailored value narratives for financial institutions and support product demonstrations.
• Provide structured, industry-specific feedback to Product, Risk, and GTM.
• Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1-10 employees