Shannon Lubar

Inquirer
DISC Type : dc

Account Executive - Fintech Named Accounts at Plaid

Raleigh, North Carolina, United States

Overview

Shannon is an Account Executive at Plaid, where he helps financial services companies enhance their digital experiences using Plaids API products. With an MBA in Finance from the University of Colorado Denver, his expertise spans go-to-market planning and data analysis. Colleagues have described him as notably driven and motivated in his professional approach.

Outside of his career in fintech, Shannon is an avid and competitive golfer, a passion he actively pursues. This interest highlights his appreciation for discipline and focus, qualities that he values in both his personal and professional life. He also holds a certification in ESG, reflecting an interest in sustainable and ethical principles.

Unique fact: Shannon once received an honor for being the "Best Big Brother. "

Personality Overview

Hard To Convince

Upfront

ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They respond well to confident salespeople.

Topics They Care About

Fintech Innovation
Works at Plaid with a focus on shaping the future of financial technology and creating a more connected financial ecosystem.
Go-to-Market Planning
A key focus of his MBA in Finance and a central part of his professional role and headline, "GTM @ Plaid. "
Data-Driven Culture
Based on his previous roles at Tableau, he focused on helping businesses use data to unleash ingenuity, creativity, and innovation.

Media Appearances

Shannon has no verified media appearances

Work History

4-2025
Account Executive - Fintech Named Accounts at Plaid
8-2024 - 4-2025
Global Account Director - Financial Services at SOCi, Inc.
8-2022 - 8-2024
Enterprise Account Executive - Banking and Wealth Management at Tableau
2-2022 - 5-2022
Sr. Account Executive, High Tech at Tableau
2-2021 - 2-2022
Account Executive - General Business, West at Tableau

Education

8-2022 - 5-2025
Master of Business Administration - MBA from University of Colorado Denver
Bachelor’s Degree from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 9 Location : Raleigh, North Carolina, United States Job Level : Middle Designation : Account Executive - Fintech Named Accounts at Plaid
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Insights For Selling To Shannon

During A Call Or A Meeting

DO's

  • Stress on the business value that your product offers
  • Refer to testimonials from others in similar positions
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Avoid long winding pitches, stay objective
  • Do not give up if they are not convinced, try again with a different approach

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Shannon is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Shannon

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Shannon move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Shannon take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Shannon

Personality Compatibility


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