Account Executive driving sales for a leading live collaboration software company. Responsible for building customer relationships and managing sales processes.
About the role
- 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.
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