About the role

Aplyr's Quick Take

This role is about selling Plaid's credit solutions to lenders who aren't currently using their services. You'll manage the entire sales process, from identifying potential clients to closing deals, while also supporting existing customers. It's an individual contributor role focused on business development and client relationship management.

Good fit

Ideal candidates have a background in sales, particularly in financial services or technology, and possess strong relationship-building skills. A few years of experience in account management or business development will help you thrive here.

Worth noting

The role emphasizes both new client acquisition and existing customer support, which may require balancing multiple priorities. Be aware that the spec doesn't detail specific sales targets or performance metrics.

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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.

The Credit team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established lenders take their growth to the next level. Our thesis is that every lender can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives, including approving more borrowers and reducing overall portfolio risk through Plaid’s innovative credit solutions. In this role, you'll be the individual helping us achieve this vision.

Your focus will be on engaging a curated list of lenders that don't currently work with Plaid, identifying opportunities to partner, and owning the end-to-end sales process. Additionally, you’ll be working with Plaid's existing lending customers, deeply understanding their business, and aligning our solutions to help them achieve both near and long-term goals. This role will work across all segments at Plaid to partner with the segment Account Executives to accomplish these goals.

Skills & Tags

go ai product sales

Aplyr's read

Plaid is a key player in fintech, enabling secure financial data access for app developers. It attracts talent passionate about innovation and technology.
Synthesized from recent postings & public sources

What's promising

•Plaid's platform is integral to many fintech applications, offering significant impact on the financial ecosystem.
•The company is expanding its team across diverse roles, indicating growth and stability.
•Plaid's focus on secure data access supports the development of cutting-edge financial products.

What to watch

•The fintech industry is highly competitive, posing challenges for sustained differentiation.
•Regulatory changes in data privacy could impact Plaid's operations and services.
•Limited public information about Plaid's long-term financial health and profitability.

Why Plaid

•Plaid specializes in connecting apps to bank accounts, a niche yet crucial fintech service.
•It empowers developers with tools to innovate in financial services, setting it apart from traditional banks.
•Plaid's commitment to secure data access is a cornerstone of its business model.

Aplyr’s read is generated by AI from public sources. Was it useful?

About Plaid

Plaid

plaid.com

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Plaid is a financial technology company that provides a platform for connecting applications to users' bank accounts. By enabling secure access to financial data, Plaid empowers developers to create innovative financial products and services, significantly impacting the fintech landscape.