Plaid

Head of Revenue Banking and Wealth (Fintech)

In short

This role leads the Banking and Wealth segment's revenue organization, owning its full P&L, go-to-market strategy, and sales/account management teams. It requires 15+ years of revenue leadership experience, including 5+ years owning a P&L, and a track record selling into or managing accounts within regulated financial institutions. The job centers on new-logo acquisition, retention, forecasting, and managing strategic deals with C-level banking and wealth management executives.

About the Role
You will own the Banking and Wealth segment's full P&L and lead sales and account management across the customer lifecycle. You will set go-to-market strategy, develop talent, manage pipeline and forecasts, lead strategic deals and renewals, and build scalable sales processes and playbooks.
Requirements
•15+ years of revenue leadership experience spanning sales.
•5+ years owning a P&L or a combined sales and account management organization.
•Experience managing managers or leading a multi-layered team.
•Demonstrated success building and scaling industry-vertical teams.
•Experience coaching sales and account management talent across transactional and enterprise deals.
•Experience selling into or managing accounts within regulated financial institutions.
•Experience across new customer acquisition, retention, and expansion.
•Experience managing relationships through C-level stakeholders.
Responsibilities
•Own the full P&L for the Banking and Wealth segment, including revenue, retention, and growth targets.
•Hire, coach, mentor, and develop talent across sales and account management.
•Define and evolve go-to-market strategy, territory design, account segmentation, vertical strategy, and customer lifecycle management.
•Drive new-logo acquisition, retention, and expansion of existing accounts.
•Manage pipeline generation, forecasting accuracy, and quota and retention attainment.
•Engage in strategic and complex deals and renewals with senior banking and wealth management executives.
•Collaborate with cross-functional partners to support a seamless customer experience.
•Build and evangelize sales and account management processes, methodologies, and playbooks.
Benefits
•Equity and/or commission
•Medical insurance
•Dental insurance
•Vision insurance
•401(k)

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