客户经理 - 金融科技重点客户
Account Executive - Fintech Named
我们相信，人们与财务的互动方式将在未来几年大幅改善。我们致力于通过构建工具和体验，推动这一变革，让成千上万的开发者能够创建自己的产品。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，使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中。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 的金融科技团队结合了深厚的产品和行业知识，专注于帮助新兴和成熟的金融科技公司实现下一轮增长。我们的理念是，每家金融科技公司都可以从定制的 Plaid 解决方案中获益，专注于帮助他们实现独特的目标和成果。在这个职位上，你将是我们实现这一愿景的关键人物。
职责
- 建立紧密的客户关系，识别 Plaid 在你负责的客户群中的业务价值和影响
- 深入了解客户和潜在客户的账户，建立对采用 Plaid 解决方案的支持
- 作为团队一员赢得胜利——与你的外勤销售开发代表、客户经理、技术客户经理、实施经理、产品团队以及其他账户小组成员合作
- 深入理解每个客户的目标和优先事项，并有效地传达 Plaid 解决方案如何帮助他们实现预期结果
- 不遗余力——你是一个主动出击的人，会在被要求之前就采取行动。你能够提前思考两步，预判潜在风险，并主动采取措施降低这些风险
- 识别 Plaid 解决方案在现有和潜在高增长金融科技客户中创造价值的机会
- 培养一批高潜力的活跃潜在客户，并保持足够的销售管道以支持完成配额
- 主导整个销售周期，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
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 Fintech team at Plaid combines deep product and industry knowledge and is focused on helping both upcoming and well-established Fintechs take their growth to the next level. Our thesis is that every company in Fintech can benefit from leveraging a bespoke Plaid solution, focused on helping them achieve their unique goals and objectives. In this role, you'll be the individual helping us achieve this vision.
Responsibilities
- Build close customer relationships and identify business value and impact of Plaid across your territory of accounts
- Go deep and wide in customer and prospect accounts to build support for adopting Plaid solutions
- Win as a team — in partnership with your outbound sales development rep, account manager, technical account manager, implementation manager, product organization, and other members of your account pod.
- Deeply understand each customer’s goals and priorities, and effectively communicate how Plaid’s solutions can help them achieve the desired outcome.
- Leave no stone unturned - you're a self-starter and take the initiative to get things done before being asked. You think two steps ahead, anticipate potential risks, and take action to proactively mitigate those risks.
- Identify opportunities for Plaid solutions to deliver value, with both existing and prospective high-growth Fintech 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 7+ years in a quota-carrying direct sales role, with a strong track record of attainment.
- 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 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.
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.