Account Manager - Territory SMB

Plaid; San Francisco (CA); On-site; USD 99,000 - 158,000; Full time

Job summary

An innovative firm is seeking a dynamic Account Manager to drive growth within the SMB segment. This role focuses on building strong customer relationships and enhancing product adoption. You will collaborate with clients, from integration to expansion, ensuring they leverage financial data effectively. With a mission to unlock financial freedom, this opportunity offers a chance to make a significant impact in the fintech space. Join a forward-thinking company that values diversity and encourages applicants from all backgrounds to apply.

Benefits

Equity Compensation

Comprehensive Medical Benefits

Dental and Vision Insurance

401(k) Plan

Qualifications

• 3-6 years of relationship management experience.
• Experience in financial services or technology industries is a plus.

Responsibilities

• Own the relationship with customers, identifying key stakeholders.
• Manage initiatives to increase product adoption and revenue.
• Provide consultative guidance on solutions and best practices.

Skills

Relationship Management

Customer Engagement

Business Acumen

Technical Understanding

Product Orientation

Education

Bachelor's Degree

Job description

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We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK, and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London, and Amsterdam.

At Plaid, our mission is to unlock financial freedom for everyone. There has never been a better time than now to start building the future of fintech with us. We work with thousands of companies to make financial data accessible and useful.

The Account Management team in Plaid’s SMB customer segment leverages our deep technical, product, and industry knowledge to help our small and medium-sized customers build and scale applications. We act as partners, advisors, and advocates for our customers to improve their interactions with financial data.

We are seeking a customer-facing professional to manage and grow our client relationships within our SMB segment. The ideal candidate is skilled at building strong partnerships, understanding customer priorities, and working cross-functionally to drive solutions.

You will be the primary contact for your customers, assisting with all stages from integration to expansion. You will collaborate with external stakeholders, including developers and executives, to support their application development with financial data.

Responsibilities

• Own the relationship with customers, identifying key stakeholders and building strong relationships.
• Manage initiatives to increase product adoption, engagement, and revenue.
• Lead account reviews and escalations, setting and tracking KPIs for customer satisfaction.
• Provide consultative guidance on Plaid’s solutions and industry best practices.
• Facilitate renewals and identify new growth opportunities.
• Translate customer feedback into product insights and align priorities.
• Collaborate with internal teams to ensure successful outcomes.

Qualifications

• 3-6 years of relationship management experience.
• Experience in financial services or technology industries is a plus.
• Ability to partner with sales and technical teams to drive results.
• Strong business acumen with a product-oriented mindset.
• Quick learner of new technologies and complex concepts.
• Interest in financial services and technical products; curious and enthusiastic.

Salary range: $99,840 - $157,440 annually, depending on location and experience.

Our geographic zones include:

• Zone 1: New York City and San Francisco Bay Area
• Zone 2: Los Angeles, Seattle, Washington D.C.
• Zone 3: Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego
• Zone 4: Raleigh-Durham and other US cities

Additional compensation includes equity and/or commissions. We offer comprehensive benefits including medical, dental, vision, and 401(k).

We value diversity and are an equal opportunity employer. We encourage applicants from all backgrounds to apply, even if your experience does not exactly match the job description. We are committed to providing reasonable accommodations for candidates with disabilities.