Named Enterprise Account Executive- Mortgage

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, Seattle, Washington D.C., Raleigh, London, and Amsterdam.

In this role, you will lead Plaid’s relationships with a focused group of leading mortgage lenders, servicers, and ecosystem partners, bringing the full breadth of Plaid’s offerings to the way they originate, verify, and underwrite loans. You will drive new business and expansion by running a disciplined, consultative sales process, uncovering high-value use cases, and building credibility with senior decision-makers, partnering with Product, Account Management, and other Go-To-Market colleagues to show customers measurable results. This role is ideal for a self-motivated seller who takes initiative, plans several moves ahead, and brings a collaborative, customer-first mindset to fellow sellers and cross-functional partners.

Responsibilities:

• Own a named book of approximately 50 enterprise mortgage accounts, spanning national non-bank originators and servicers, top-tier and regional banks, credit unions, builder-affiliated lenders, and digital and home equity lenders

• Serve as the core Plaid representative for your accounts, selling the full Plaid product portfolio across the mortgage vertical

• Own the full sales cycle, from prospecting through close, for enterprise mortgage accounts

• Coordinate with product sales specialists and other account pod members to bring the right expertise to each opportunity

• Build executive relationships and identify the business value and impact of Plaid across your named accounts

• Apply a deep understanding of the mortgage landscape, including the end-to-end mortgage workflow, mortgage technology, and the key partnerships needed to win deals

• Articulate Plaid’s business value and technology advantage in the mortgage vertical to lenders, servicers, and ecosystem partners

• Win as a team in partnership with your SDR, account manager, technical account manager, implementation manager, product organization, and other members of your account pod

Qualifications:

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