客户经理 - 信用
Account Executive - Credit
我们相信，人们与财务的互动方式将在未来几年发生巨大变化。我们致力于通过构建数千名开发者用来创建自己产品的工具和体验，推动这一变革。Plaid 为数以百万计的人提供他们依赖的工具，帮助他们过上更健康的财务生活。我们与 Venmo、SoFi、多家财富 500 强公司以及许多大型银行合作，让人们能够轻松地将他们的财务账户连接到他们想要使用的应用和服务。Plaid 的网络覆盖美国、加拿大、英国和欧洲的 12,000 家金融机构。公司成立于 2013 年，总部位于旧金山，在纽约、西雅图、华盛顿特区、罗利、伦敦和阿姆斯特丹设有办事处。
Plaid 的信用团队结合了深厚的产品和行业知识，专注于帮助新兴和已建立的贷款机构将其增长推向下一个阶段。我们的理念是，每家贷款机构都可以通过定制的 Plaid 解决方案获益，专注于帮助他们实现独特的目标和成果，包括通过 Plaid 创新的信用解决方案批准更多借款人并降低整体投资组合风险。在这个职位中，你将成为帮助我们实现这一愿景的关键人物。
你的重点将是接触一组目前未与 Plaid 合作的贷款机构，识别合作机会，并负责整个销售流程。此外，你还将与 Plaid 现有的贷款客户合作，深入了解他们的业务，并将我们的解决方案与他们的目标对齐，以实现短期和长期的目标。该职位将与 Plaid 所有业务部门合作，与各业务部门的客户经理协作以达成这些目标。
职责：
- 识别 Plaid 解决方案为高增长潜力的潜在客户和现有贷款客户创造价值的机会
- 建立一个具有高潜力的客户名单，并保持足够的销售线索以支持完成配额
- 负责整个销售周期，并协调销售工程师、产品专家和其他团队成员在整个销售过程中的工作
- 协调跨职能资源，并推动 Plaid 内部的项目以支持咨询式销售策略
- 管理销售线索并准确预测交易价值和成交概率
- 深入了解 Plaid 的解决方案，并加以应用
查看英文原文
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, Seattle, Washington D.C., Raleigh, 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.
Responsibilities:
- Identify opportunities for Plaid solutions to deliver value, with both prospective high-growth and existing lending customers
- Develop a book of high-potential engaged prospects and maintain a sufficient pipeline to support successful attainment against quota
- Own the end-to-end sales cycle and coordinate efforts from sales engineers, product specialists, and other team members throughout the sales process
- Coordinate cross-functional resources and drive initiatives across Plaid to support a consultative sales motion
- Manage pipeline and accurately forecast deal value and win probability
- Develop a deep understanding of Plaid solutions and apply this knowledge by identifying how each customer can leverage our technology to achieve their unique goals and objectives
Qualifications:
- A minimum of 5+ years in a quota-carrying direct sales role (with a strong track record of attainment), preferably within the consumer lending or credit space
- Excellent prospecting, qualifying, and negotiating skills; consultative sales approach with a customer-centric mindset
- Working knowledge of APIs and a desire to understand how Plaid works 'under the hood'
- Professional yet relaxed communication style, with the ability to break-down complex concepts and explain them in simple terms to both technical and non-technical stakeholders
- Ability to engage stakeholders at all levels of an organization, without being perceived as ‘salesy’
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
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 accommodations@plaid.com.
Please review our Candidate Privacy Notice here https://plaid.com/legal/#candidate-privacy-notice.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.