Responsibilities
- Identify potential customers and run the end-to-end sales process within our Banking and Wealth segment
- Build and maintain relationships with Financial Institutions, 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 Banking and Wealth segment sales strategy
- Work with our Product team, SEs and Account Managers to identify gaps in our solutions for Financial Institutions
- Manage pipeline and accurately reflect the probability of close
Qualifications
- 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 the Banking and Wealth vertical
- Proven ability to interact and articulate complex solutions to all levels of a banking organization
- Interest in financial services 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
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