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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in consultative sales and relationship management within the mortgage ecosystem, with a strong ability to articulate business value and close enterprise-level deals. Proven track record of driving new business and collaborating effectively with cross-functional teams to deliver measurable results.
Highest-signal resume keywords
Quota-Carrying Sales ExperienceEnterprise-Level Deal ClosingConsultative Sales ApproachMortgage Ecosystem KnowledgeStrong Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Cycle ManagementProspectingNegotiatingAPI SalesTechnical Solution Selling
Soft Skills
Relationship BuildingExecutive Presentation SkillsDiscovery Conversations
Industry Keywords
Mortgage TechnologyLendersServicersEcosystem PartnersMulti-Product Portfolio
Tech Stack
Tools & technologiesGo
About the role
Key responsibilities & impact- Lead Plaid’s relationships with a focused group of leading mortgage lenders, servicers, and ecosystem partners
- Drive new business and expansion through a disciplined, consultative sales process
- Uncover high-value use cases and build credibility with senior decision-makers
- Partner with Product, Account Management, and other Go-To-Market colleagues to demonstrate measurable customer results
- Own a named book of approximately 50 enterprise mortgage accounts
- Serve as the core Plaid representative for assigned accounts
- Sell the full Plaid product portfolio across the mortgage vertical
- Own the full sales cycle from prospecting through close
- Coordinate with product sales specialists and account pod members
- Build executive relationships and identify Plaid’s business value and impact
- Apply deep understanding of the mortgage landscape, including the end-to-end mortgage workflow, mortgage technology, and key partnerships
- Articulate Plaid’s business value and technology advantage to lenders, servicers, and ecosystem partners
- Collaborate with SDR, account manager, technical account manager, implementation manager, product organization, and other account-pod members
Requirements
What you’ll need- 7+ years of quota-carrying experience in a new-revenue role
- Consistent record of meeting or exceeding quota
- 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 and develop and deliver the value story at the executive level
- Experience selling APIs or other developer-oriented products is a major plus
- Superior communication skills, including discovery conversations, executive presentations, and internal alignment across multi-stakeholder deals
- Strong prospecting, qualifying, and negotiating skills
- Consultative sales approach and product-centric mindset
- Working knowledge of the mortgage ecosystem
- Existing relationships with lenders, servicers, or mortgage technology providers
- Experience selling a broad, multi-product portfolio
- Ability to work effectively with specialist or overlay resources
- Enthusiasm for working in a high-growth environment and helping build processes and tools as needed
Benefits
Comp & perks- Equity
- Commission
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Reasonable accommodations for candidates with disabilities