The role involves owning the sales cycle for Plaid's Fraud solutions, building customer relationships, and collaborating with Account Management and Product teams to drive business growth.
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, 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.
The Product Sales team at Plaid is a specialist, solutions-focused sales organization responsible for driving adoption and growth of Plaid’s emerging products across both new and existing customers. This team plays a critical role in scaling products, translating customer needs into commercial opportunities, and accelerating Plaid’s next phase of growth through consultative, value-driven selling.
In this role, you will own the full sales cycle for Plaid’s Fraud solutions, driving new business and expansion within existing customers. You will act as a subject matter expert across fraud, risk, and identity verification, partnering closely with Account Management, Product, and Go-To-Market teams to identify high-impact use cases and deliver measurable customer value. This role is ideal for a self-starting seller who operates with ownership, thinks ahead, anticipates risk, and takes proactive action, while embracing a collaborative, win-as-a-team approach with fellow sellers and cross-functional partners.
Responsibilities
- Own new business and expansion revenue for Plaid’s Fraud and Identity solutions across a defined territory.
- Build deep customer relationships and clearly articulate the business value and impact of Plaid’s solutions.
- Execute end-to-end sales cycles, from discovery and pipeline generation through negotiation and close.
- Go deep and wide within customer and prospect accounts to uncover use cases, build champions, and drive adoption.
- Partner closely with Sales Development, Account Management, and cross-functional account pod members to win as a team.
- Act as a subject matter expert in fraud, risk, and identity verification, bringing market insight into customer conversations.
- Proactively identify and mitigate deal and customer risks to keep opportunities moving forward.
- Maintain accurate pipeline management and forecasting to support predictable revenue outcomes.
Qualifications
- 7+ years of experience in a quota-carrying direct sales role, with a strong track record of attainment.
- Demonstrated experience selling fraud, risk, identity verification, or adjacent fintech solutions to technical and business buyers.
- Proven ability to drive new business and expansion revenue in a quota-carrying role.
- Experience navigating multi-stakeholder sales cycles and building consensus across technical, product, and executive audiences.
- Strong customer discovery and value-based selling skills, with the ability to translate complex problems into clear business outcomes.
- Highly collaborative mindset with experience interest in pod-based or cross-functional sales models.
- Self-starting approach with the ability to anticipate challenges, and move deals forward independently.
- Strong pipeline management, forecasting discipline, and comfort operating in fast-paced, growth-oriented environments.
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 [email protected].
Please review our Candidate Privacy Notice here.
Similar Jobs
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
As a Full Stack Software Engineer, you will develop tools for cloud management, build APIs and UIs, and maintain cloud systems.
Top Skills:
AWSCi/CdCloudFormationGoGrpcJavaScriptKubernetesLinuxReactRestful ApisTerraformTypescript
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
As a Technical Account Manager, you'll provide proactive technical support, onboard new customers, advocate for customer needs, and drive customer success.
Top Skills:
LinuxmacOSPythonRestapiWindows Server
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Investigate and solve complex security issues, perform technical assessments, monitor threats, and implement security improvement projects.
Top Skills:
AICybersecurityMonitoring SystemsSecurity Assessments
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

