Named Enterprise Account Executive- Mortgage

San Francisco · Seattle · Raleigh · New York City · Full-time · Hybrid · Posted Oct 9, 2026

At a glance

You will lead Plaid’s relationships with a focused group of leading mortgage lenders, servicers, and ecosystem partners, bringing the full breadth of Plaid’s offerings to the way they originate, verify, and underwrite loans.
You will drive new business and expansion by running a disciplined, consultative sales process, uncovering high-value use cases, and building credibility with senior decision-makers.
This role is ideal for a self-motivated seller who takes initiative, plans several moves ahead, and brings a collaborative, customer-first mindset to fellow sellers and cross-functional partners.

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
Serve as the core Plaid representative for your accounts, selling the full Plaid product portfolio across the mortgage vertical
Own the full sales cycle, from prospecting through close, for enterprise mortgage accounts
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
Apply a deep understanding of the mortgage landscape, including the end-to-end mortgage workflow, mortgage technology, and the key partnerships needed to win deals
Articulate Plaid’s business value and technology advantage in the mortgage vertical to lenders, servicers, and ecosystem partners
Win as a team in partnership with your SDR, account manager, technical account manager, implementation manager, product organization, and other members of your account pod

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
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