Plaid
Commercial Lead, Banking and Wealth
$172K–$215K
New York City Office +2 · Hybrid · Full-time · Posted Oct 19, 2026
- Location
- New York City Office
Seattle Office
San Francisco HQ - Experience
- 4-7 years in strategic sales, business development, finance/consulting, partnerships, or GTM strategy.
About the job
Leads commercial negotiations, pricing, and deal processes for major banking and wealth customers, helping Plaid and its customers reach successful agreements.
What you'll do
- Negotiate key customer contracts and enable new deals with Sales, Account Management, and Banking and Wealth teams.
- Drive renewals, upsells, and cross-sells, and develop pricing strategies and commercial terms.
- Improve scalable commercial processes and serve as a go-to-market expert on commercialization and cross-functional projects.
What they ask for
- Proven track record negotiating complex deals, including multi-product or multi-party agreements in regulated industries.
- Success working cross-functionally with Product, Legal, Engineering, and go-to-market teams.
- Strong executive communication skills for engaging senior external stakeholders.
- Experience building scalable commercial frameworks, such as pricing strategies and decision processes.
Nice to have
- Deep interest in fintech, open finance, and technical products.
- Experience in strategic sales, business development, finance/consulting, partnerships, or go-to-market strategy, ideally with customer-facing ownership of complex, high-value agreements.
Pay
$171.6K – $214.8K (USD, base salary)
Model-written summary · the original posting is authoritative