Plaid’s go-to-market teams combine deep product and industry knowledge to bring Plaid to an ever-broadening set of businesses. We believe every company — and especially banks themselves — can benefit from better technology and access to data, and that consumers benefit when the products available to them are powered by the best in open banking technology.
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 both new business sales and ongoing account management, and works closely with key ecosystem partners across use cases including online account opening, consumer lending, asset verification, and fraud prevention.
Plaid is looking for a proven revenue leader to own and grow our Banking & Wealth segment end-to-end — holding full P&L responsibility across an organization spanning both sales (Account Executives and first-line AE Managers) and account management. This is a foundational, highly visible leadership role for someone who is a builder at heart: excited to drive growth in one of the most complex and critical segments for Plaid’s growth.
You’ll take a business generating meaningful revenue today and scale it further — owning the P&L, building repeatable go-to-market motions across the full customer lifecycle (new logo acquisition through renewal and expansion), developing talent at every level, and partnering cross-functionally across Plaid to bring our sales motions to life. Sales cycles here are long and deals span from transactional territory business to complex, multi-stakeholder enterprise agreements, so this role requires someone equally comfortable coaching a rep through a smaller deal and personally engaging in a C-suite conversation on a large, strategic account.