Senior FinTech Account Manager — Growth & Upsell

Plaid; New York (NY); On-site; USD 172,000 - 215,000; Full time

Job summary

Plaid is seeking a high-impact account leader to own relationships with a fast-growing customer segment and drive revenue growth by partnering with executive stakeholders across product and engineering. You will guide upsell opportunities, renewals, and complex integrations with Plaid’s APIs while maintaining a strong focus on customer success.

The role requires extensive cross-functional collaboration, commercial expertise in contracts and value selling, and a passion for navigating a dynamic

Qualifications

• 7+ years of quota carrying software or technology account management experience.
• Strong attention to detail, organizational skills, prioritization and management of multiple cross-functional work streams across internal and external stakeholders.
• Executive level communication skills - written and verbal.
• Relationship building (understand how to leverage internal/external executives, product, etc).
• Strong Commercial/Sales experience (contract negotiation, value-selling).
• Customer retention and termination-save tactics.
• Desire to get technical and the ability to learn the ins and outs of Plaid's APIs.
• Customer empathy and deep desire to see customers succeed.
• Some familiarity 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.

Responsibilities

• Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment.
• Build strong relationships with customer C-Suite, Product and Engineering teams to retain and grow revenue.
• Own and exceed revenue growth 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.

Skills

Quota carrying sales

Executive communication

Relationship management

Contract negotiation

Value selling

Customer retention strategies

Plaid API familiarity

Customer empathy

Financial services familiarity

Cross-functional collaboration

Job description

Plaid is seeking a high-impact account leader to own relationships with a fast-growing customer segment and drive revenue growth by partnering with executive stakeholders across product and engineering. You will guide upsell opportunities, renewals, and complex integrations with Plaid’s APIs while maintaining a strong focus on customer success.

The role requires extensive cross-functional collaboration, commercial expertise in contracts and value selling, and a passion for navigating a dynamic