Commercial Lead, Banking and Wealth

📋 Description

• Collaborate closely with Plaid’s Sales, Account Management, and Banking and Wealth teams to
• Creatively enable new deals with top prospects while staying true to Plaid’s operating practices
• Drive successful renewals, upsells, and cross-sells with top customers to increase usage and
• Craft pricing strategies that work for Plaid, prospects, and existing customers
• Evolve and improve commercial terms, practices, and processes
• Serve as the GTM expert on a given GBT with regard to commercialization, pricing, and agreement

🎯 Requirements

• 4-7 years of experience in strategic sales, business development, finance/consulting, partnerships
• Proven track record of negotiating complex deals, including multi-product or multi-party agreements
• Demonstrated success working cross-functionally with Product, Legal, Engineering, and GTM teams to
• Strong executive communication skills to confidently engage senior external stakeholders
• Experience building scalable commercial frameworks (e.g., pricing strategies, decision processes)
• Deep interest in fintech, open finance, and technical products, with the ability to understand and

🎁 Benefits

• Additional compensation in the form(s) of equity and/or commission
• Comprehensive benefit plan including medical, dental, vision, and 401(k)