Inside Sales Rep driving early-stage pipeline and supporting financial institutions with Plaid's connectivity solutions. Collaborating with senior AEs and managing smaller deals for banks and credit unions.
Responsibilities
Qualify inbound interest and proactively source new opportunities across banks, credit unions, and wealth platforms OR enterprise companies.
Conduct deep discovery tailored to regulated industries and identify relevant use cases such as account opening, ACH transfers, identity verification, and wealth aggregation.
Own and close smaller deals (≤ $100K ARR) independently or with support from your manager and field AE.
Manage full-cycle motions for lower-complexity sales, including scoping, pricing, negotiation, and contract execution.
Partner with senior AEs on larger, multi-stakeholder deals.
Assist senior AEs with early-stage qualification and strategy and qualification
Craft tailored value narratives for financial institutions and support product demonstrations.
Provide structured, industry-specific feedback to Product, Risk, and GTM.
Maintain accurate CRM data to support forecasting, especially for regulated-institution pipelines.
Requirements
1–3 years in Inside Sales, SDR/BDR, or junior AE roles; fintech or financial institution sales a plus.
Comfort navigating multi-persona conversations with compliance, product, and technology stakeholders.
Ability to manage a blend of self-owned deals and collaborative cycle support with senior sellers.
Job title
Associate Account Executive – Banking and Wealth, Enterprise
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