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About the Role
Plaid is seeking a revenue leader to own and grow the Banking & Wealth segment end-to-end, holding full P&L responsibility. This foundational role is for a builder excited to drive growth in a critical segment, scaling a business generating meaningful revenue today.
Responsibilities
- Own the full P&L for the Banking & Wealth segment, including revenue, retention, and growth targets.
- Hire, coach, mentor, and develop talent across the segment, including supporting first-line sales and account management managers.
- Define and evolve the segment's go-to-market strategy, including territory design, account segmentation, vertical strategy, and customer lifecycle management.
- Drive new logo acquisition alongside retention and expansion of the existing book of business.
- Manage pipeline generation, forecasting accuracy, and quota/retention attainment.
- Personally engage in strategic and complex deals and renewals with senior banking and wealth management executives.
- Collaborate cross-functionally with various teams to maintain a high win rate and seamless customer experience.
- Build and evangelize sales and account management process, methodology, and playbooks.
- Represent the voice of the segment internally by surfacing product gaps, competitive dynamics, and market feedback.
Requirements
- 15+ years of revenue leadership experience spanning sales, with 5+ years owning a P&L or a combined sales and account management organization.
- Experience managing managers or leading a multi-layered team.
- Demonstrated success building and scaling teams focused on a specific industry vertical, ideally within financial services or a similarly regulated industry.
- Track record of coaching sales and account management talent to close, retain, and grow accounts across a wide range of deal sizes.
- Experience selling into and/or managing accounts within banks, credit unions, wealth management firms, or other regulated financial institutions.
- Strong operating experience across the full customer lifecycle — new customer acquisition, retention, and expansion — ideally in a hyper-growth business.
- Excellent communication and executive presence, with experience managing relationships from business champion through C-level stakeholders.
- Strong critical thinking and the ability to use business levers to drive revenue outcomes.
- Prior experience at a fintech, API, or infrastructure company selling to or serving financial institutions (nice-to-have).
- Experience building or refining a combined sales/account management playbook or operating model from the ground up (nice-to-have).
- Familiarity with the Banking & Wealth competitive landscape and key ecosystem partners (nice-to-have).
Skills
- Revenue leadership
- P&L management
- Sales management
- Account management
- Team building and development
- Go-to-market strategy
- Pipeline management
- Forecasting
- Executive engagement
- Financial services sales
- Fintech sales
Location
- San Francisco
- New York
- Seattle
- Washington D.C.
- Raleigh
- London
- Amsterdam
Work Type
- Full-time
Experience Level
- 15+ years of revenue leadership experience
- 5+ years owning a P&L or combined sales and account management organization
Salary/Compensations
- Additional compensation in the form(s) of equity and/or commission are dependent on the position offered.
- Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location.
Benefits
- Medical
- Dental
- Vision
- 401(k)
About the Company
- Plaid empowers the transformation of how people interact with their finances by building tools and experiences for developers. Their network covers 12,000 financial institutions across the US, Canada, UK, and Europe, powering tools millions rely on for a healthier financial life. Founded in 2013, Plaid works with thousands of companies, including major banks and Fortune 500 companies.
- Plaid's go-to-market teams combine deep product and industry knowledge to bring Plaid to an ever-broadening set of businesses.
- The Banking & Wealth segment is one of Plaid's fastest-growing and most strategic investment areas, serving community banks, credit unions, regional financial institutions, wealth management firms, and marquee financial institution logos.
- The segment spans new business sales and account management, working closely with key ecosystem partners across various use cases.
Equal Opportunity
- Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics.
- We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws.
- Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.