Head of Revenue – Banking and Wealth

• Own the full P&L for the Banking & Wealth segment, including revenue, retention, and growth targets across sales and account management
• Hire, coach, mentor, and develop talent across the segment, including first-line managers
• Define and evolve go-to-market strategy, territory design, account segmentation, vertical strategy, and customer lifecycle management
• Drive new logo acquisition, retention, and expansion of the existing book of business
• Manage pipeline generation, forecasting accuracy, and quota/retention attainment
• Personally engage in strategic and complex deals and renewals with senior banking and wealth management executives
• Collaborate with new business, partnerships, support, marketing, legal, professional services, and product
• Build and evangelize sales and account management processes, methodology, and playbooks
• Surface product gaps, competitive dynamics, and market feedback to Plaid leadership

• 15+ years of revenue leadership experience spanning sales
• 5+ years owning a P&L or combined sales and account management organization
• 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 coaching sales and account management talent across transactional and 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 new customer acquisition, retention, and expansion
• Excellent communication and executive presence, with experience managing business champion through C-level relationships
• Strong critical thinking and ability to use territory design, pipeline strategy, retention strategy, coaching, and hiring to drive revenue outcomes
• Prior fintech, API, or infrastructure company experience selling to or serving financial institutions is a nice-to-have
• Experience building or refining a combined sales/account management playbook or operating model is a nice-to-have
• Familiarity with the Banking & Wealth competitive landscape and key ecosystem partners is a nice-to-have

Demonstrates extensive revenue leadership and P&L ownership within the Banking and Wealth segment, with a strong focus on sales, account management, and team development. Proven ability to drive customer acquisition, retention, and expansion while collaborating effectively across various business functions.

• P&L Ownership
• Revenue Leadership
• Sales Management
• Team Development
• Customer Acquisition

• Pipeline Generation
• Forecasting Accuracy
• Account Segmentation
• Territory Design
• Customer Lifecycle Management

• Excellent Communication
• Executive Presence
• Critical Thinking

• Financial Services
• Regulated Industry
• Wealth Management
• Banking
• Fintech