Commercial Lead, Banking and Wealth

Plaid•New York, NY

1d•$171,600 - $214,800

About The Position

Plaid is seeking an experienced professional to facilitate commercial relationships with major fintech and financial services customers. The Commercial Lead serves as a thought partner, contract expert, and at times lead negotiator for major deals, defining commercial terms that support successful relationships between Plaid and its customers. The role focuses on achieving tangible outcomes and structuring mutually beneficial agreements. The position partners with Plaid’s go-to-market teams to build repeatable, robust commercial processes for a growing global organization. It involves analyzing data to support decisions and promoting transparency and visibility for effective decision-making and communication.

Requirements

4–7 years of experience in strategic sales, business development, finance or consulting, partnerships, or go-to-market strategy, ideally with customer-facing ownership of complex, high-value commercial agreements.
Proven ability to negotiate complex deals, including multi-product or multi-party agreements in regulated industries such as financial services or fintech.
Demonstrated success working cross-functionally with Product, Legal, Engineering, and go-to-market teams to shape deals, align priorities, and unblock high-stakes internal initiatives.
Strong executive communication skills and ability to engage senior external stakeholders.
Experience building scalable commercial frameworks, such as pricing strategies and decision processes, to support speed and consistency across a growing go-to-market organization.
Deep interest in fintech, open finance, and technical products, with the ability to understand and advocate for product capabilities in commercial conversations.
Comfort with ambiguity and change, a bias for action, and a growth mindset suited to fast-paced, high-growth environments.

Responsibilities

Collaborate with Sales, Account Management, and Banking and Wealth teams to negotiate key customer contracts.
Enable new deals with top prospects while following Plaid’s operating practices.
Drive renewals, upsells, and cross-sells with top customers to increase usage and adoption of Plaid products.
Develop pricing strategies that work for Plaid, prospects, and existing customers.
Evolve and improve commercial terms, practices, and processes.
Serve as the go-to-market expert for a given GBT on commercialization, pricing, and agreement requirements for new products and services.
Serve as the go-to-market voice and single point of contact for cross-functional special projects.