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New Product Sales Specialist - Billing & Recurring Payments

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.


Our Revenue Specialist team at Plaid combines deep product and industry knowledge and is focused on bringing new  Plaid  solutions to an ever-broadening set of businesses. The team works in partnership with our Product and Go-To-Market (GTM) with shared ownership of solution adoption and revenue.


Your unique market knowledge will help our customers better understand our Billing & Recurring Payments solutions and accelerate the adoption of the related products in the market. You will work closely with Sales, Account Management, Client Engineering, and Product Marketing to identify, sell and close deals specific to the Billing & Recurring Payments space.


Responsibilities
  • Responsible for the complete sales funnel for our Billing & Recurring Payments products & features (building pipeline, selling, signing deals).
  • Partner with Account Executives, Account Managers, Sales Engineers, Sales Leaders, Product Managers and Product Marketing to hit product and solution area revenue goals.
  • Accelerate revenue growth for Plaid's Billing & Recurring Payments solution.
  • Responsible for authoring or updating the sales playbook that will enable scaling of early product sales to repeatable motion by scaled sales org (e.g. developing the GTM playbook, co-selling until product maturation).
  • Scale and enable a sales process across many different customer types and sellers.
  • Work cross-functionally to improve the client onboarding experience as they build with Plaid, collecting and translating customer and partner feedback into meaningful product insights for our Product, Marketing, and Engineering teams.


Qualifications
  • 8+ years of work experience, with 5+ years of sales experience in a sales, account manager, sales engineer or sales specialist role (quota carrying) and a strong track record of closing deals and/or supporting deal closure.
  • Deep experience and market knowledge within the Pay by Bank, Billing & Recurring Payments, ACH, ACH Return Risk and ACH Adoption & Conversion.
  • Strong communication and presentation skills, and an ability to build relationships with prospects and customers, up to the C-suite.  
  • Ability to identify customer pain and map Plaid’s Billing & Recurring Payments offerings to the required business outcomes.
  • Experience building a targeted sales plan to hit revenue goals across existing and new customers.
  • Strong collaboration skills and ability to work across a variety of internal stakeholders.
  • Excitement to work in a high-growth environment and to help build processes and scale product growth across the revenue team.


$127,008 - $189,216 a year
Target base salary for this role is between $127,008 and $189,216 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 accommodations@plaid.com.


Please review our Candidate Privacy Notice here.

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CEO of Plaid
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Zach Perret
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Average salary estimate

$158112 / YEARLY (est.)
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$127008K
$189216K

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Plaid’s mission is to unlock financial freedom for everyone.

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Full-time, on-site
DATE POSTED
March 22, 2025

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