Revenue Lead – Banking & Wealth | Plaid | $138k-$258k | Remote (US)

Revenue Lead – Banking & Wealth | Plaid | $138k-$258k | Remote (US)

138,000 - 258,000 / year
Remote US
Application ends: July 20, 2024
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Job Description

At Plaid, our mission is to unlock financial freedom for everyone.  There has never been a better time than now to start building the future of fintech with us. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. #LI-Remote

The Revenue team at Plaid combines deep technical, product, and industry knowledge to help our customers build and scale applications that help consumers lead healthier financial lives.

Plaid is looking for a Revenue Leader to oversee the Banking and Wealth vertical. This person will lead the team responsible for managing and growing Plaid’s Banking and Wealth customers. As a member of the Revenue leadership team, this person will play a key role in developing net new revenue, defining the Account Management strategy, cultivating relationships with key executive stakeholders across Plaid’s largest customers, and executing on expansion opportunities that drive meaningful revenue growth for the company.


  • Develop and execute a compelling revenue strategy that drives success for Plaid and our customers long term.
  • Drive meaningful revenue growth, uncover opportunities across Plaid’s existing customer base, and develop net new opportunities.
  • Grow, develop, and lead a team of world-class sellers and account managers.
  • Developing strategic relationships with founders and executives of Plaid’s largest and most strategic customers.
  • Deliver world-class results, while continuously challenging the ambitions of yourself and your team.


  • 15+ years of experience managing and growing top performing sales teams AND account managers in a Fintech or SaaS environment.
  • Deep experience selling into Banking and Wealth customers.
  • Track record of successfully leading and scaling top performing customer and revenue focused teams.
  • Strong people manager, coach, and mentor who is able to guide the team in developing consultative account management and sales skills.
  • Deep experience in pipeline management and successful execution against significant revenue targets involving large and complex customers.
  • Strong relationship skills, high EQ, and a long term, partnership-oriented mindset.
  • Demonstrated ability to communicate, present and influence credibly and effectively across all levels of the organization.
  • Passion for Plaid’s mission and the inclusive financial ecosystem our customers are building towards.

$138,240 – $257,580 a year

Target base salary for this role is between $138,240 and $257,580 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate’s work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn’t fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at

Please review our Candidate Privacy Notice here.