Commercial Lead, Banking and Wealth

The role

You will facilitate commercial relationships with large fintech and financial services names. You will serve as a thought partner, contract expert, and lead negotiator for major deals to define commercial terms.

What you will do

• Collaborate with Sales, Account Management, and Banking and Wealth teams to negotiate key customer contracts
• Creatively enable new deals with top prospects
• Drive successful renewals, upsells, and cross-sells with top customers
• Craft pricing strategies for Plaid, prospects, and existing customers
• Evolve and improve commercial terms, practices, and processes
• Serve as the GTM expert on a given GBT regarding commercialization, pricing, and agreement requirements
• Serve as the GTM voice and single point of contact for cross-functional special projects

Required qualifications

• 4-7 years of experience in strategic sales, business development, finance/consulting, partnerships or GTM strategy
• Proven track record of negotiating complex deals, including multi-product or multi-party agreements in regulated industries such as financial services or fintech
• Demonstrated success working cross-functionally with Product, Legal, Engineering, and GTM teams
• Strong executive communication skills
• Experience building scalable commercial frameworks
• Deep interest in fintech, open finance, and technical products
• Comfort with ambiguity and change

Benefits

• Medical
• Dental
• Vision
• 401(k)

About the company

Plaid builds tools and experiences that thousands of developers use to create products. The company's network covers 12,000 financial institutions across the US, Canada, UK and Europe.