FinTech Account Manager - Named

Plaid Inc; San Francisco (CA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefit plan

Equity and/or commission compensation

401(k)

Job summary

Plaid Inc is seeking an experienced Account Manager to manage and grow relationships in the Fintech segment. This involves working with strategic clients, understanding their needs, and driving revenue growth.

The ideal candidate will have 6+ years of technology account management experience, strong client relationship skills, and a desire to engage with Plaid's APIs. The role is based in San Francisco, California, with a focus on building partnerships within a fast-growing environment.

Qualifications

• 6+ years of quota carrying software or technology account management experience.
• Demonstrated success owning and growing customer relationships.
• Ability to learn Plaid's APIs.

Responsibilities

• Own the overall relationship with your portfolio of customers.
• Build relationships with C‑Suite and Product teams.
• Identify and close new upsell opportunities.

Skills

Account management

Sales experience

Customer empathy

Technical aptitude

Interpersonal skills

Job description

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.

The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years.

Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long‑term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients.

The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and cross‑functionally to drive solutions for customers.

You will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data.

Responsibilities

• Own the overall relationship with your portfolio of customers in our fastest growing customer segment.
• Build relationships with the C‑Suite and Product teams to grow and retain revenue.
• Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals.
• Help customers integrate and launch on Plaid.
• Solve complex customer challenges through creative problem solving by working cross‑functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

Qualifications

• 6+ years of quota carrying software or technology account management experience
• Demonstrated account management and sales experience.
• Customer empathy and deep desire to see customers succeed.
• Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
• Interest in financial services and technical products; a high degree of intellectual curiosity.
• Excitement to work in a high‑growth, ever‑changing environment and to help build processes and tools as needed.
• Ability to work with all types of people and build long‑lasting relationships.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [e-mail].

Please review our Candidate Privacy Notice here.

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.