Sales Manager, Fintech

Plaid’s Fintech Sales team is responsible for relationships with important and fast-growing companies in financial services. The team deepens partnerships by expanding product adoption, enabling customer growth, and ensuring Plaid remains the infrastructure provider of choice as customers scale.

About the Role

You will lead an established team of Territory Account Executives who manage Plaid’s fintech accounts. The opportunity is to strengthen Plaid’s position in fintech by driving deeper product adoption across existing accounts, winning strategic new logos, and developing the AEs on your team.

The primary motion is new logo acquisition. The job is to secure new logos and grow existing relationships through new products, use cases, and business units. You’ll support your team in deals as a coach and escalation point, helping AEs navigate multi-stakeholder cycles from technical champion to economic buyer.

Responsibilities:

• Manage a team of 5–7 Territory Account Executives focused on Plaid’s fintech accounts, driving growth through expansion of existing relationships and competitive new logo acquisition.
• Coach AEs to identify and drive expansion opportunities proactively — new products, new use cases, new business units — rather than waiting for inbound signals.
• Build and refine account strategy for Plaid’s fintech customers alongside your AEs, including executive value messaging, pitch positioning, and coordinated go-to-market efforts with Marketing.
• Grow existing accounts by driving multi-product adoption and deepening executive-level relationships.
• Attain consumption-based revenue targets through a disciplined, data-driven pipeline operating rhythm.
• Develop your team through structured 1:1s, deal reviews, and skill-specific coaching.
• Assess and close exceptional AE talent as the team grows.
• Manage performance with transparency — set clear expectations, act early when someone isn’t tracking, and make tough calls when necessary.
• Collaborate closely with Marketing, Product, Account Management, Legal, and Commercial teams to maintain a high win rate and remove friction from deal cycles.
• Engage directly in strategic deals as a coach and escalation point, while ensuring your AEs retain ownership and develop their executive-level selling capabilities.

Qualifications:

• 10+ years of sales experience in B2B SaaS or platform/infrastructure sales, with meaningful exposure to fintech, payments, or financial services.
• 5+ years of frontline sales management experience leading teams of quota-carrying AEs.
• Demonstrated track record of coaching account executives to close and grow accounts in the $100K–$500K+ ARR range, with specific experience in net-new logo acquisition.
• Strong data discipline — you use pipeline and forecast data to influence the actions your team takes, not just report what happened.
• Proven ability to operate cross-functionally, influencing product, legal, and marketing without positional authority.
• Outstanding communication and executive presence, with experience managing the sales cycle from technical champion to C-suite economic buyer.
• A coaching-first leadership style — you develop your people through the deals, not by taking the deals away from them.

Nice to Have:

• Experience selling API-first or developer-focused products.
• Familiarity with consumption-based or usage-based pricing models.
• Background in open banking, identity verification, payments, or adjacent fintech infra

Plaid seeks to build a diverse team and encourages candidates to apply even if their experience doesn’t fully match the job description.

Additional compensation may include equity and/or commission. Plaid provides medical, dental, vision, and 401(k) benefits. Pay is based on factors including scope, responsibilities, experience, skillset, and location.