Plaid

Commercial Lead Banking and Wealth (Fintech)

In short

This role negotiates key customer contracts, develops pricing strategies, and drives renewals, upsells, and cross-sells for banking and wealth products at a fintech company. It requires 4-7 years of experience in strategic sales, business development, finance, consulting, partnerships, or GTM strategy, plus a track record negotiating complex multi-product agreements in regulated industries. The role involves cross-functional work with Product, Legal, Engineering, and GTM teams and demands strong executive communication skills and knowledge of fintech and open finance.

About the Role
You will negotiate key customer contracts, develop pricing strategies, and enable new deals. You will drive renewals, upsells, and cross-sells, improve commercial frameworks and processes, and serve as a commercial point of contact for cross-functional initiatives.
Requirements
•4-7 years of experience in strategic sales, business development, finance, consulting, partnerships, or GTM strategy
•Experience owning complex, high-value commercial agreements
•Track record negotiating complex multi-product or multi-party agreements in regulated industries
•Cross-functional experience with Product, Legal, Engineering, and GTM teams
•Executive communication skills
•Experience building scalable commercial frameworks, pricing strategies, or decision processes
•Knowledge of fintech, open finance, and technical products
Responsibilities
•Collaborate with Sales, Account Management, and Banking and Wealth teams to negotiate customer contracts
•Enable new deals with top prospects while following operating practices
•Drive renewals, upsells, and cross-sells with customers
•Craft pricing strategies
•Improve commercial terms, practices, and processes
•Serve as a GTM expert on commercialization, pricing, and agreement requirements
•Serve as the GTM point of contact for cross-functional special projects
Benefits
•Equity
•Commission
•Medical insurance
•Dental insurance
•Vision insurance
•401(k)

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