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Associate Account Executive Manager

Plaid · Fintech & payments
Hybrid: San Francisco HQ or Seattle Office or Raleigh Office +2 more cities
Sales manager

Opens the job on Plaid's own careers site. Some companies ask you to create an account or click through another page first.

At a glance

What you'd actually do: Build and lead Plaid's first inside sales team of 8-10 Associate AEs, coaching them on outbound, discovery and closing with financial institutions and fintechs.

Pay
Not listed
ATS shows $266.4K–$360K with equity and commission but does not label it base or OTE, so left null
Where you work
Hybrid: San Francisco HQ or Seattle Office or Raleigh Office +2 more cities
Selling to
Fintechs and businesses
How you'd sell
Mostly outbound (cold calls, emails)
Experience asked
5+ years

Your game plan for this job

0 of 5 done

Most people just hit Apply. Do these first and you show up with someone on the inside.

  1. 1
    Pick 2–3 people at Plaid
    We found 52 current reps: 1 SDRs, 51 AEs. SDRs reply the most; they were in your shoes recently. See them ↓
  2. 2
    Send a short, curious note
    Ask about their experience, not for a referral. We write it for you, with the role and what Plaid sells.
  3. 3
    Have a 15-minute chat
    Good questions for this role:
    • What does a normal day look like for you?
    • How did you land the job? What stood out in your interviews?
    • The role is mostly outbound. How much is calling vs. email vs. LinkedIn?
    • How is the team doing on quota? What separates the people who hit it?
  4. 4
    Apply, ideally with a referral
    If the chat went well, ask if they'd refer you or point you to the hiring manager. Then apply and let them know so they can flag it.
  5. 5
    Prep for the role play
    SDR interviews almost always end in a mock cold call. Practice with the Plaid cheat sheet and the role-play guide.

Talk to someone at Plaid before you apply

A friendly message to a current rep is the best way to stand out. Ask about their experience, not for a referral.

  • AL
    Abby Lyman
    Strategic Enterprise Account Executive
    📍 New York, New York
    AE
    ● Lives in a team hub: New York City area (24 reps)
    Confirmed at Plaid Oct 18
  • AR
    Adam Ramirez
    Account Executive
    📍 San Francisco Bay Area
    AE
    ● Lives in a team hub: San Francisco area (9 reps)

    Account Executive at Plaid

    Confirmed at Plaid Oct 18
  • AS
    Anastasia Shim
    Account Manager
    📍 New York City Metropolitan Area
    AE
    ● Lives in a team hub: New York City area (24 reps)

    Account Manager @ Plaid

    Confirmed at Plaid Oct 18
  • AR
    Andrew Richter
    Account Executive
    📍 Cary, North Carolina
    AE
    ● Lives in a team hub: Raleigh-Durham-Chapel Hill area (6 reps)

    Account Executive at Plaid

    Confirmed at Plaid Oct 18
  • AM
    Anna Moorhead
    Associate Account Executive
    📍 San Francisco, California
    AE
    ● Lives in a team hub: San Francisco area (9 reps)
    Confirmed at Plaid Oct 18
  • AD
    Axis Delara
    Account Executive
    📍 New York, New York
    AE
    ● Lives in a team hub: New York City area (24 reps)

    Account Executive at Plaid

    Confirmed at Plaid Oct 18

"Lives near" uses the location on their public profile, not where they work from. From public search results. Is this you? Ask to be removed

Full job description

Plaid is building our first-ever inside sales team of Associate Account Executives, and looking for a strong Sales Leader to build this critical function from the ground up. Our upmarket business is driving Plaid’s growth as we expand across new verticals and accelerate in target growth areas across credit, payments and fraud. Associate Account Executives fuel this growth by helping us scale in key industries. They partner with strategic, senior sellers to generate new pipeline, advance complex opportunities from initial outbound through close, and extend the AE’s reach through onsite engagement, industry events, and day-to-day customer interactions.

As the founding leader of the function, you’ll build and define how the team operates, shape its playbooks and development model, and build a high-performing group of early- to mid-career sellers. You’ll be close to the work: coaching reps in real time, joining customer conversations, building repeatable ways of working, and building scalable motions. This is an ideal role for a sales leader who thrives in fast-moving environments, gets energy from developing talent, and wants to directly shape how Plaid grows revenue across Enterprise. This role reports to the Head of Enterprise Sales.

Responsibilities

Lead and develop a team of 8-10 Account Executives, driving pipeline development and deal strategy

Coach AEs with hands-on guidance across discovery, pricing, objection handling, and full-cycle deal execution

Recruit, onboard, and develop top sales talent, and design the ramp and performance bar for the team

Scale the team playbook across product areas and verticals, including discovery frameworks, business-case and ROI models, mutual action plans, objection-handling guides, and competitive positioning

Run the operating rhythm of pipeline reviews, deal inspection, and forecast calls to improve pipeline creation, conversion, and forecast accuracy

Partner with Marketing, Product, and other cross-functional stakeholders to develop vertical strategy, messaging, and account scale plans

Work with GTM leadership on KPIs, CRM hygiene, capacity planning and forecasting, messaging, targeting, and revenue targets

Qualifications

5+ years of sales experience in a high-growth environment

2+ years in a sales leadership or team lead role

A track record as a top-performing, quota-carrying seller in complex, multi-persona sales motions

Experience selling to, or leading sellers who sell to, financial institutions, fintechs, or enterprise accounts

Ability to bring clarity and process across two segments with different stakeholders and sales cycles

Strong organization, a data-driven approach, and comfort operating in a rapidly evolving environment

Strong cross-functional collaboration with Product, Risk, Legal, and Solutions Engineering

Passion for developing talent and building a top-tier early-career sales bench

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.

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.

View the original posting ↗

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