Head of Revenue (Banking and Wealth)

Plaid is seeking a Head of Revenue for its Banking & Wealth segment. This leadership role involves full P&L responsibility, driving growth, and developing talent across the organization. The ideal candidate will have 15+ years of revenue leadership experience, strong critical thinking skills, and a background in financial services or regulated industries.

• Assumer la responsabilité complète du P&L pour le segment Banking & Wealth, y compris les objectifs de revenus, de rétention et de croissance.
• Définir et faire évoluer la stratégie go-to-market du segment de bout en bout, y compris la conception du territoire, la segmentation des comptes, la stratégie verticale et la gestion du cycle de vie client.
• Recruter, coacher, encadrer et développer les talents au sein du segment, y compris le soutien aux managers de première ligne en vente et en gestion de compte.

• Track record of coaching sales and account management talent to close, retain, and grow accounts across a wide range of deal sizes, from smaller transactional business to larger, complex enterprise agreements
• 15+ years of revenue leadership experience spanning sales, with 5+ years owning a P&L or a combined sales and account management organization, including experience managing managers or leading a multi-layered team
• Strong critical thinking and the ability to use the levers within the business (territory design, pipeline strategy, retention strategy, coaching, hiring) to consistently drive revenue outcomes
• Strong operating experience across the full customer lifecycle — new customer acquisition, retention, and expansion — ideally in a hyper-growth business
• Demonstrated success building and scaling teams focused on a specific industry vertical, ideally within financial services or a similarly regulated industry
• Experience selling into and/or managing accounts within banks, credit unions, wealth management firms, or other regulated financial institutions
• Excellent communication and executive presence, with experience managing relationships from business champion through C-level stakeholders
• Prior experience at a fintech, API, or infrastructure company selling to or serving financial institutions
• Experience building or refining a combined sales/account management playbook or operating model from the ground up
• Familiarity with the Banking & Wealth competitive landscape and key ecosystem partners