Product Manager - AI-Powered Growth for Sales

Plaid; United States; On-site; USD 140,000 - 170,000; Full time

Job summary

Plaid is seeking a Product Manager in the Customer Growth & Experience (CGX) team to own the sales-assisted growth experience—from onboarding to expansion and offboarding—plus the internal tooling that enables sellers. You’ll apply AI signals to inform playbooks and ensure scalable growth across accounts.

You will partner with Sales, Design, Eng, and GTM leaders to ship AI-driven features, optimize account lifecycle, and drive retention and expansion initiatives across the existing customer base.

Qualifications

• PM experience building internal tools/workflows for sales/ops.
• Experience shipping AI-assisted or AI-automated product experiences.
• Experience with account-based upsell, cross-sell, or retention motions.
• Comfortable partnering with Sales and Account Management stakeholders.

Responsibilities

• Own the sales-worked customer experience end to end, onboarding, premium features, upsell/cross-sell, lifecycle communications, and offboarding.
• Own the internal tooling that removes manual work for sellers and provides the right account view.
• Own external-facing tooling for sales-worked accounts (RFI response tooling, prospect dashboards).
• Use propensity and account-health signals to drive expansion and retention, shaping model predictions.
• Identify and ship AI-driven automation across the account lifecycle and seller workflow.
• Partner with GTM leadership on expansion within the existing base and target segments.
• Collaborate with Eng, Design, BI/DS, GTM Tech, Lifecycle Marketing, and Sales leadership to ship impact.

Skills

Product management

AI-enabled products

Cross-functional collaboration

Sales tooling integration

Job description

Plaid is seeking a Product Manager in the Customer Growth & Experience (CGX) team to own the sales-assisted growth experience—from onboarding to expansion and offboarding—plus the internal tooling that enables sellers. You’ll apply AI signals to inform playbooks and ensure scalable growth across accounts.

You will partner with Sales, Design, Eng, and GTM leaders to ship AI-driven features, optimize account lifecycle, and drive retention and expansion initiatives across the existing customer base.