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Named Enterprise Account Executive- Mortgage

Plaid - San Francisco, CA, USA - In-office - posted 2026-10-09

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Plaid is seeking a Named Enterprise Account Executive to lead relationships with a focused group of leading mortgage lenders, servicers, and ecosystem partners. You will own a named book of approximately 50 enterprise mortgage accounts, spanning national non-bank originators and servicers, top-tier and regional banks, credit unions, builder-affiliated lenders, and digital and home equity lenders. In this role, you will serve as the core Plaid representative for your accounts, selling the full Plaid product portfolio across the mortgage vertical. You will own the complete sales cycle from prospecting through close for enterprise mortgage accounts. You will coordinate with product sales specialists and other account pod members to bring the right expertise to each opportunity, build executive relationships, and identify the business value and impact of Plaid across your named accounts. Key responsibilities include applying a deep understanding of the mortgage landscape (including end-to-end mortgage workflow, mortgage technology, and key partnerships), articulating Plaid's business value and technology advantage to lenders and servicers, and winning as a team in partnership with your SDR, account manager, technical account manager, implementation manager, product organization, and other pod members. Plaid powers the tools millions of people rely on to live a healthier financial life, working with thousands of companies like Venmo, SoFi, Fortune 500 companies, and major banks. Plaid's network covers 12,000 financial institutions across the US, Canada, UK, and Europe. The company was founded in 2013 and is headquartered in San Francisco with offices in New York, Seattle, Washington D.C., Raleigh, London, and Amsterdam. REQUIREMENTS: - 7+ years of quota-carrying experience in a new-revenue role, with a consistent record of meeting or exceeding quota and a strong track record of closing enterprise-level deals (including 5+ years focused on large enterprise customers) - Ability to sell a technical solution to a business buyer, developing and delivering the value story at the executive level (experience selling APIs or other developer-oriented products is a major plus) - Superior communication skills, including the ability to run compelling discovery conversations, present business cases to executive audiences, and keep internal partners aligned across long, multi-stakeholder deals - Strong prospecting, qualifying, and negotiating skills, with a consultative sales approach and a product-centric mindset - Working knowledge of the mortgage ecosystem and existing relationships with lenders, servicers, or mortgage technology providers - Experience selling a broad, multi-product portfolio and working effectively with specialist or overlay resources - Enthusiasm for working in a high-growth environment and helping build processes and tools as needed

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