Head of SMB Account Management

Plaid; New York (NY); On-site; USD 214,000 - 289,000; Full time

Benefits offered by this job

Equity

Commission

Benefits package

Job summary

Plaid is seeking an SMB Account Management Lead in New York to manage and grow a high-potential SMB client base. You will set vision, hire and mentor a skilled team, and partner with product and GTM functions to deliver scalable solutions that drive growth and renewals.

You will lead a cross-functional group to develop strategies for upsell and expansion, while maintaining strong relationships with executives and aligning with Plaid's mission to unlock financial freedom for everyone.

Qualifications

• 8+ years of experience in account management or revenue-focused roles.
• Proven track record of driving revenue through SMB or financial services clients.
• Experience leading teams and coaching talent in a fast-growing environment.
• Ability to articulate technical and financial value to executive audiences.

Responsibilities

• Recruit, hire, and develop a world-class SMB account management team to meet revenue targets.
• Motivate team members to enable personal and professional growth.
• Engage directly with C-level executives to build and maintain relationships.
• Strategize upsell, cross-sell, and renewals at scale and optimize processes.
• Operate in a fast-paced, cross-functional environment with diverse challenges.
• Collaborate with leadership across the company to steer the SMB team and Plaid.

Skills

Account management

Revenue growth

Executive relationships

Leadership

Analytical skills

Cross-functional collaboration

Job description

Plaid is seeking an SMB Account Management Lead in New York to manage and grow a high-potential SMB client base. You will set vision, hire and mentor a skilled team, and partner with product and GTM functions to deliver scalable solutions that drive growth and renewals.

You will lead a cross-functional group to develop strategies for upsell and expansion, while maintaining strong relationships with executives and aligning with Plaid's mission to unlock financial freedom for everyone.