Plaid

Associate Account Executive Manager (Fintech)

In short

This role leads and develops a team of 8-10 Account Executives at a fintech company, coaching them on discovery, pricing, objection handling, and deal execution. It requires scaling sales playbooks, running pipeline reviews and forecast calls, and partnering with Product, Marketing, Risk, Legal, and Solutions Engineering. Candidates need 5+ years of high-growth sales experience, 2+ years in sales leadership, and a track record selling to financial institutions, fintechs, or enterprise accounts.

About the Role
You will lead and develop a team of Account Executives, coaching them through discovery, pricing, objection handling, and deal execution. You will recruit and onboard talent, establish operating rhythms for pipeline and forecasting, build scalable sales playbooks, and partner with cross-functional stakeholders on strategy and revenue planning.
Requirements
•5+ years of sales experience in a high-growth environment
•2+ years in a sales leadership or team lead role
•Track record as a top-performing quota-carrying seller in complex multi-persona sales
•Experience selling to or leading sellers serving financial institutions, fintechs, or enterprise accounts
•Ability to create clarity and process across segments with different stakeholders and sales cycles
•Data-driven organizational skills
•Cross-functional collaboration with Product, Risk, Legal, and Solutions Engineering
•Experience developing sales talent
Responsibilities
•Lead and develop a team of 8-10 Account Executives
•Coach Account Executives on discovery, pricing, objection handling, and full-cycle deal execution
•Recruit, onboard, and develop sales talent
•Design team ramp processes and performance standards
•Scale sales playbooks across product areas and verticals
•Run pipeline reviews, deal inspections, and forecast calls
•Partner with Marketing, Product, and other stakeholders on vertical strategy and account plans
•Work with GTM leadership on KPIs, CRM hygiene, capacity planning, forecasting, messaging, targeting, and revenue targets
Benefits
•Equity
•Commission
•Medical insurance
•Dental insurance
•Vision insurance
•401(k)

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