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Associate Account Executive - Banking and Wealth

Plaid

Associate Account Executive - Banking and Wealth

Plaid

New York

·

On-site

·

Full-time

·

1w ago

Required Skills

Sales

Account Management

Discovery

Closing

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, So Fi, 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.

Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services, and most specifically the Banks themselves, can benefit from better technology and access to data.

Plaid’s Banking & Wealth team partners with financial institutions to modernize digital banking, payments, and wealth experiences. As an Inside Sales Rep / Associate AE, you will drive early-stage pipeline, shepherd financial institutions through discovery, and own the closing process for smaller deals. You’ll collaborate closely with senior AEs, Solutions Engineering, and cross-functional partners to help banks, credit unions, and wealth platforms adopt Plaid’s connectivity, identity, payments, and data solutions.

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About Plaid

Plaid

Plaid

Series D

The easiest way for users to connect their bank accounts to an app.

501-1,000

Employees

San Francisco

Headquarters

$13.4B

Valuation

Reviews

3.3

4 reviews

Work Life Balance

3.0

Compensation

3.2

Culture

3.5

Career

3.8

Management

2.5

45%

Recommend to a Friend

Pros

Competitive compensation and stock options

Mentorship opportunities

Flexible work location

Cons

Time tracking software monitoring

Compensation promises not fulfilled

Administrative issues with pay

Salary Ranges

282 data points

Junior/L3

Mid/L4

Junior/L3 · Sales

0 reports

$128,000

total / year

Base

-

Stock

-

Bonus

-

$108,800

$147,200

Interview Experience

5 interviews

Difficulty

2.8

/ 5

Duration

21-35 weeks

Offer Rate

40%

Experience

Positive 20%

Neutral 40%

Negative 40%

Interview Process

1

Application Review

2

Recruiter Screen

3

Technical Phone Screen

4

Onsite/Virtual Interviews

5

Background Check

6

Offer

Common Questions

Coding/Algorithm

Technical Knowledge

Behavioral/STAR

System Design

Past Experience