Plaid
Plaid
501 – 1,000 Employees
APIB2BFintech
Plaid is a fintech and API company that helps developers connect applications with users’ bank accounts and financial institutions through a global financial data network. Its products support account authentication, identity verification, balance and transaction data, investments, liabilities, payments, transfers, fraud prevention, and other financial workflows. With connections to more than 12,000 financial institutions across 20 countries, Plaid’s infrastructure is used by fintech companies, banks, and marketplaces to build open finance products, streamline onboarding, support credit decisions, and deliver financial insights.

Enterprise Account Executive, Mortgage Accounts

Lead enterprise sales of Plaid’s financial connectivity platform to mortgage lenders, servicers, and ecosystem partners. Manage named accounts, expand relationships, and guide complex sales from prospecting through close.

Description

  • Manage relationships with leading mortgage lenders, servicers, and ecosystem partners
  • Generate new business and expansion through a structured, consultative sales process
  • Identify valuable use cases and establish credibility with senior decision-makers
  • Work with Product, Account Management, and go-to-market teams to demonstrate measurable customer outcomes
  • Manage a named portfolio of approximately 50 enterprise mortgage accounts
  • Act as Plaid’s primary representative for assigned accounts
  • Sell Plaid’s complete product portfolio within the mortgage sector
  • Own the sales process from initial prospecting through contract close
  • Coordinate with product sales specialists and account-pod members
  • Develop executive relationships and communicate Plaid’s business value and impact
  • Use detailed knowledge of the mortgage industry, including end-to-end workflows, technology, and strategic partnerships
  • Explain Plaid’s business value and technology differentiation to lenders, servicers, and ecosystem partners
  • Partner with SDRs, account managers, technical account managers, implementation managers, Product, and other account-pod members

Requirements

  • At least 7 years of quota-carrying experience in a new-revenue sales role
  • Demonstrated history of meeting or exceeding sales quotas
  • Proven success closing enterprise deals, including at least 5 years selling to large enterprise customers
  • Ability to sell technical solutions to business buyers and present executive-level value propositions
  • Experience selling APIs or other developer-focused products is highly desirable
  • Excellent communication skills across discovery, executive presentations, and internal alignment for multi-stakeholder deals
  • Strong capabilities in prospecting, qualification, and negotiation
  • Consultative selling style with a product-focused mindset
  • Working knowledge of the mortgage ecosystem
  • Established relationships with lenders, servicers, or mortgage technology providers
  • Experience selling a broad portfolio of products
  • Ability to collaborate effectively with specialist and overlay teams
  • Interest in contributing to a high-growth organization and developing processes and tools as needed

Benefits

  • Equity participation
  • Commission compensation
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • 401(k) plan
  • Reasonable accommodations for candidates with disabilities

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