金融科技经理
Sales Manager, Fintech
我们相信，人们与财务的互动方式将在未来几年发生巨大改善。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，让人们对他们的财务账户连接到他们想要使用的应用和服务变得更容易。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 的金融科技销售团队负责与金融服务业中一些最重要且增长最快的公司建立关系。这些公司中的许多都与 Plaid 有长期合作关系，该团队的任务是加深这些合作——扩大产品采用率，促进客户增长，并确保随着客户规模扩大，Plaid 仍然是首选的基础设施提供商。
关于职位
你将领导一个已建立的高绩效区域客户经理团队，负责管理 Plaid 快速增长的金融科技客户。这不是一个从零开始的项目——这是一个拥有真正势头、强大客户关系和可观收入的团队。这次机会是进一步提升标准：通过在现有客户中推动更深入的产品采用、赢得战略新客户，以及培养你团队中的客户经理成为一贯的精英表现者，来加强 Plaid 在金融科技领域的领先地位。
主要任务是获取新客户。你团队中大多数客户的账户尚未使用 Plaid —— 工作就是获得这些新客户，并通过新产品、新用例和新业务部门来扩展现有关系。你将作为教练和问题升级点与团队一起参与交易，帮助客户经理处理从技术拥护者到经济决策者的多利益相关方流程，而不会剥夺他们的责任。
职责
• 管理一支由 5-7 名区域客户经理组成的团队，专注于 Plaid 的金融科技客户，通过扩展现有关系和竞争性新客户获取来推动增长。
• 指导客户经理主动识别并推动扩展机会——新产品、新用例、新业务单元等。
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
Plaid’s Fintech Sales team is responsible for our relationships with some of the most important and fastest-growing companies in financial services. Many of these companies have long-standing relationships with Plaid, and this team’s mandate is to deepen those partnerships — expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as these customers scale.
ABOUT THE ROLE
You will lead an established, high-performing team of Territory Account Executives who manage Plaid’s fast-growing fintech accounts. This is not a greenfield build — it’s a team with real momentum, strong customer relationships, and meaningful revenue. The opportunity is to raise the bar further: strengthen Plaid’s market-leading position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team into consistently elite performers.
The primary motion is new logo acquisition. The majority of your AEs’ accounts don’t yet use Plaid — the job is to secure those new logos and grow existing relationships through new products, new use cases, and new business units. You’ll be in deals with your team as a coach and escalation point, helping AEs navigate multi-stakeholder cycles from technical champion to economic buyer, without taking ownership away from them.
RESPONSIBILITIES
•Manage a team of 5–7 Territory Account Executives focused on Plaid’s fintech accounts, driving growth through expansion of existing relationships and competitive new logo acquisition.
•Coach AEs to identify and drive expansion opportunities proactively — new products, new use cases, new business units — rather than waiting for inbound signals.
•Build and refine the account strategy for Plaid’s fintech customers alongside your AEs, including executive value messaging, pitch positioning, and coordinated go-to-market efforts with Marketing.
•Grow existing accounts by driving multi-product adoption and deepening executive-level relationships.
•Attain consumption-based revenue targets through a disciplined, data-driven pipeline operating rhythm.
•Develop your team through structured 1:1s, deal reviews, and skill-specific coaching that closes the gap between strong performers and elite ones.
•Maintain a high recruiting bar — assess and close exceptional AE talent as the team grows, selecting for people who are self-starters and thrive in a fast-moving environment.
•Manage performance with transparency — set clear expectations, act early when someone isn’t tracking, and make tough calls when necessary.
•Collaborate closely with Marketing, Product, Account Management, Legal, and Commercial teams to maintain a consistently high win rate and remove friction from deal cycles.
•Engage directly in strategic deals as a coach and escalation point, while ensuring your AEs retain ownership and develop their own executive-level selling capabilities.
QUALIFICATIONS
• 10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services.
•5+ years of frontline sales management experience leading teams of quota-carrying AEs.
• Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$500K+ ARR range, with specific experience in net-new logo acquisition.
•Strong data discipline — you use pipeline and forecast data to influence the actions your team takes, not just report what happened.
•Proven ability to operate cross-functionally, influencing product, legal, and marketing without positional authority.
•Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer.
•A coaching-first leadership style — you develop your people through the deals, not by taking the deals away from them.
NICE TO HAVE
• Experience selling API-first or developer-focused products.
• Familiarity with consumption-based or usage-based pricing models.
• Background in open banking, identity verification, payments, or adjacent fintech infra
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.