客户经理 - 欺诈
Account Executive - Fraud
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赖以生存的更健康财务生活的工具。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。
关于团队
Plaid 的产品销售团队是一个专业、以解决方案为导向的销售组织，负责推动 Plaid 新兴产品在新客户和现有客户中的采用和增长。该团队在产品扩展、将客户需求转化为商业机会以及通过咨询式、价值驱动的销售推动 Plaid 下一阶段增长方面发挥着关键作用。
关于职位
在此职位上，你将负责 Plaid 欺诈解决方案的完整销售周期，推动新业务和现有客户的扩展。你将成为欺诈、风险和身份验证领域的专家，与客户管理、产品和市场推广团队紧密合作，识别高影响力的使用场景并交付可衡量的客户价值。这个职位适合一位具有主动性、有责任感、善于前瞻、能预判风险并积极行动的销售人员，同时能够以协作、团队共赢的方式与同事和其他跨职能合作伙伴合作。
职责
- 负责在指定区域内 Plaid 欺诈和身份验证解决方案的新业务和扩展收入。
- 建立深厚的客户关系，并清晰传达 Plaid 解决方案的商业价值和影响。
- 执行完整的销售周期，从发现和管道生成到谈判和成交。
- 深入且广泛地了解客户和潜在客户账户，挖掘使用场景，建立支持者并推动采用。
- 与销售开发、客户管理和跨职能客户小组成员紧密合作，团队协作赢得交易。
- 在欺诈、风险和身份验证领域担任专家角色。
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.
About the team
The Product Sales team at Plaid is a specialist, solutions-focused sales organization responsible for driving adoption and growth of Plaid’s emerging products across both new and existing customers. This team plays a critical role in scaling products, translating customer needs into commercial opportunities, and accelerating Plaid’s next phase of growth through consultative, value-driven selling.
About the role
In this role, you will own the full sales cycle for Plaid’s Fraud solutions, driving new business and expansion within existing customers. You will act as a subject matter expert across fraud, risk, and identity verification, partnering closely with Account Management, Product, and Go-To-Market teams to identify high-impact use cases and deliver measurable customer value.This role is ideal for a self-starting seller who operates with ownership, thinks ahead, anticipates risk, and takes proactive action, while embracing a collaborative, win-as-a-team approach with fellow sellers and cross-functional partners.
Responsibilities
- Own new business and expansion revenue for Plaid’s Fraud and Identity solutions across a defined territory.
- Build deep customer relationships and clearly articulate the business value and impact of Plaid’s solutions.
- Execute end-to-end sales cycles, from discovery and pipeline generation through negotiation and close.
- Go deep and wide within customer and prospect accounts to uncover use cases, build champions, and drive adoption.
- Partner closely with Sales Development, Account Management, and cross-functional account pod members to win as a team.
- Act as a subject matter expert in fraud, risk, and identity verification, bringing market insight into customer conversations.
- Proactively identify and mitigate deal and customer risks to keep opportunities moving forward.
- Maintain accurate pipeline management and forecasting to support predictable revenue outcomes.
Qualifications
- 5+ years of experience in a quota-carrying direct sales role, with a strong track record of attainment
- Demonstrated experience selling fraud, risk, identity verification, or adjacent fintech solutions to technical and business buyers.
- Proven ability to drive new business and expansion revenue in a quota-carrying role.
- Experience navigating multi-stakeholder sales cycles and building consensus across technical, product, and executive audiences.
- Strong customer discovery and value-based selling skills, with the ability to translate complex problems into clear business outcomes.
- Highly collaborative mindset with experience interest in pod-based or cross-functional sales models.
- Self-starting approach with the ability to anticipate challenges, and move deals forward independently.
- Strong pipeline management, forecasting discipline, and comfort operating in fast-paced, growth-oriented environments.
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.