◆ 7/10
fintechtechOtherremote
About this role
Plaid is seeking a Head of Revenue for its Banking & Wealth segment to drive growth and manage P&L responsibilities. This role involves leading sales and account management teams while collaborating cross-functionally to enhance customer experiences.
Description
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.
Responsibilities
- Own the full P&L for the Banking & Wealth segment, including revenue, retention, and growth targets across both the sales (Account Executive) and Account Management organizations.
- Hire, coach, mentor, and develop talent across the segment — including supporting first-line sales and account management managers — to build a high-performing, durable revenue organization.
- Define and evolve the segment's go-to-market strategy end-to-end, including territory design, account segmentation, vertical strategy, and customer lifecycle management, in partnership with Marketing, Finance, and Product.
- Drive new logo acquisition alongside retention and expansion of the existing book of business, scaling strategic accounts into some of Plaid's top customers.
- Manage pipeline generation, forecasting accuracy, and quota/retention attainment across the segment, while personally engaging in the most strategic and complex deals and renewals with senior banking and wealth management executives.
- Collaborate cross-functionally with new business, partnerships, support, marketing, legal, professional services and product to maintain a consistently high win rate and a seamless customer experience from acquisition through renewal.
- Build and evangelize sales and account management process, methodology, and playbooks, and represent the voice of the segment internally by surfacing product gaps, competitive dynamics, and market feedback to Plaid's leadership team.
Requirements
- 15+ years of revenue leadership experience spanning sales, with 5+ years owning a P&L or a combined sales and account management organization, including experience managing managers or leading a multi-layered team.
- Demonstrated success building and scaling teams focused on a specific industry vertical, ideally within financial services or a similarly regulated industry.
- Track record of coaching sales and account management talent to close, retain, and grow accounts across a wide range of deal sizes, from smaller transactional business to larger, complex enterprise agreements.
- Experience selling into and/or managing accounts within banks, credit unions, wealth management firms, or other regulated financial institutions.
- Strong operating experience across the full customer lifecycle — new customer acquisition, retention, and expansion — ideally in a hyper-growth business.
- Excellent communication and executive presence, with experience managing relationships from business champion through C-level stakeholders.
- Strong critical thinking and the ability to use the levers within the business (territory design, pipeline strategy, retention strategy, coaching, hiring) to consistently drive revenue outcomes.
Conditions & Benefits
- 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.
Job Details
Market range (est.)$135k–$270k
LocationRemote
AI Score★★★★★★★☆☆☆ 7/10
PostedSep 20, 2026 (1h ago)
Tags & Skills
fintechtechOtherremote