Product Specialist - New Products

Remote | Full-time

We work with prospective customers to help them navigate and evaluate our solutions so that any business can become a fintech.

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, Salt Lake City, Washington D.C., London and Amsterdam. #LI-Remote

Our New Product GTM team at Plaid 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 can benefit from better financial technology, and that many industries that don't currently consider themselves to be fintech actually are.

You'll be the individual helping us achieve this vision and accelerate the growth of specialized products in the market. Your focus will vary depending on the stage of the product development lifecycle - you’ll be leading product pilots with early customers, ensuring our product roadmap is aligned with customer needs, and be specializing across the revenue team to accelerate the growth of a specified product to market. You will work closely with Sales and Account Management to identify and close deals across verticals in financial services, utilities, billing, insurance, and more.

What Excites You

  • Work with Plaid's most strategic customers from all over the financial industry to build out applications and / or platforms across a variety of different verticals and use cases including (but not limited to), lending, wealth management, financial management, account opening, student loan refinancing, fraud detection, etc. 
  • Scale and enable a sales process across many different customer types and sellers 
  • Partner with Account Executives, Account Managers and Sales Engineers to hit revenue goals.
  • Work cross-functionally to improve the client onboarding experience as they build with Plaid, collecting and translating customer and partner feedback into meaningful product insights for our Product and Engineering teams

What Excites Us

  • 5 years of sales experience in a new-revenue or sales specialist role (quota carrying) and a strong track record of closing deals 
  • Experience building a targeted sales plan to hit revenue goals across existing and new customers
  • Strong collaboration skills and ability to work across a variety of internal stakeholders.
  • Excitement to work in a high-growth environment and to help build processes and scale product growth across the revenue team.
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
image of Remote office

Remote Office

We guarantee a great work experience for our distributed team, whether they are working from a coworking space, living room, or traveling the world!

View Open Positions
image of Plaid Person, Jake Stern

Jake Stern - Account Executive

With a degree in economics and a stint on the 2016 presidential campaign under his belt, Jake Stern joined the Plaid sales team in 2017.

Meet Plaid's People