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Account Executive Insurance (Named)

Plaid


Job Location:

New York City, NY - USA

Yearly Salary: USD 309900 - 360000
Posted: 23 July 2026 (30+ days ago)
Application Deadline: 2 December 2026
Vacancies: 1 Vacancy

Job Summary

We believe that the way people interact with their finances will drastically improve in the next few years. Were 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. Plaids network covers 12000 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.

Our Sales team combines deep product and industry knowledge and is focused on bringing Plaid to an ever-broadening set of businesses. Our thesis is that every company in financial services and most specifically the Banks themselves can benefit from better technology and access to data.

We are looking for a candidate to work exclusively with the leading Insurance companies throughout North America to help enable their transformation to deliver incredible digital and consumer experiences to their customers at the scale and quality needed by the largest banks

.

Your focus will be on developing & leading large complex new enterprise deals and building strong long-lasting relationships within insurance to execute on their vision. Furthermore youll help shape how we engage design and build products for the best brands in insurance.

Responsibilities

  • Identify potential customers and run the end-to-end sales process within our Insurance Vertical

  • Build and maintain relationships with insurance companies from executives to product teams and developers; be viewed as a subject matter expert

  • Partner with our product and marketing teams to continue to define and execute our Insurance segment sales strategy

  • Manage pipeline and accurately reflect the probability of close

Qualifications:

  • 7 years of quota-carrying experience in a new-revenue role and a strong track record of closing deals enterprise level deals (4 years focused on insurance) with large target customers

  • Strong prospecting qualifying and negotiating skills; consultative sales approach with a product-centric mindset

  • Experience working with sales development and deploying a vertical focused revenue strategy; strong preference towards those with prior experience in Insurance vertical

  • Proven ability to interact and articulate complex solutions to all levels of an enterprise level organization

  • Interest in insurance products and a desire to create strategic relationships that help our customers succeed

  • Excitement to work in a high-growth environment and to help build processes and tools as needed

  • Desire to get (more) technical and the ability to learn the ins and outs of Plaids APIs

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 doesnt 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

Please review our Candidate Privacy Notice here.

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 candidates 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.


Required Experience:

IC


About Company

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Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

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