Post a job

Job has expired

This job post is expired and is no longer taking new applicants.

Return home Find similar jobs

Account Executive - Banking and Wealth - Insurance

Plaid logo

Location
United States
Base Salary
120k-140k USD
Plaid

Job Description

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, 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.
We are looking for a candidate to work exclusively with the leading Insurance throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers, at the scale and quality needed by the largest banks.
Your focus will be on developing leading large, complex new enterprise deals and building strong, long-lasting relationships within insurance to execute on their vision. Furthermore, you'll help shape how we engage, design and build products for the best brands in insurance.

Responsibilities

  • Identify potential customers and run the end-to-end sales process within our Insurance Vertical
  • Build and maintain relationships with insurance companies 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 Insurance segment sales strategy
  • Work with our Product team, SEs and Account Managers to identify gaps in our solutions for IC’s
  • 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 Insurance vertical
  • Proven ability to interact and articulate complex solutions to all levels of an enterprise level organization
  • Interest in insurance 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
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
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 [email protected].
Please review our Candidate Privacy Notice here.

Advice from our career coach

As someone who has worked with various companies in the financial services industry, I can provide valuable insights on what it takes to succeed in the Sales role at Plaid specifically focusing on the Insurance Vertical:

  • Understand the mission of Plaid and how it aligns with the financial services industry
  • Research and familiarize yourself with Plaid's products and services
  • Demonstrate a strong track record of closing deals and achieving revenue goals
  • Showcase your expertise in prospecting, qualifying, and negotiating with a consultative sales approach
  • Highlight any experience working in a sales role within the insurance vertical
  • Emphasize your ability to articulate complex solutions to various levels within an organization
  • Express interest in insurance products and building strategic relationships with customers
  • Demonstrate a desire to work in a high-growth environment and contribute to building processes and tools
  • Show willingness to learn technical aspects, specifically about Plaid's APIs

Apply for this job

Expired?

Please let Plaid know you found this job with RemoteJobs.org. This helps us grow!

About the job

Jul 24, 2024

Full-time

120k-140k USD

  1. US United States
RemoteJobs.org mascot