Strategic Accounts Manager, Growth & Retention

Plaid; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Plaid, a leading fintech platform, is seeking an experienced Account Executive to own strategic customer relationships and drive revenue growth. You will engage with C-Suite and product teams, negotiate renewals, close upsell opportunities, and help customers integrate and launch on Plaid.

The role requires strong sales skills, executive communication, and a passion for building scalable processes in a fast-changing environment. Join a team committed to financial empowerment.

Qualifications

• 4-8 years of account management and sales experience.
• Customer empathy and desire to see customers succeed.
• Desire to learn Plaid's APIs and become technically proficient.
• Familiarity with financial services and technical products; curiosity.
• Excitement to work in a high-growth environment and build processes.
• Ability to collaborate with diverse teams and build relationships.
• Strong sales experience with negotiation and value selling.
• Executive-level written and verbal communication skills.
• Experience leveraging internal and external executives to achieve goals.
• Knowledge of retention and termination save tactics.

Responsibilities

• Own and manage the relationship with your portfolio of customers in the fastest growing segment.
• Build strong relationships with C-Suite and Product teams to retain and grow revenue.
• Own and exceed revenue targets, identify upsell opportunities, and lead contract renewals.
• Assist customers in integrating and launching on Plaid.
• Solve complex challenges by collaborating with Sales, Risk, Legal, Finance, Marketing and Ops.

Skills

Account management

Sales experience

Customer empathy

Technical aptitude

Financial services knowledge

Relationship building

Executive communication

Cross-functional collaboration

Negotiation

Retention strategies

Tools

Plaid APIs

Job description

Plaid, a leading fintech platform, is seeking an experienced Account Executive to own strategic customer relationships and drive revenue growth. You will engage with C-Suite and product teams, negotiate renewals, close upsell opportunities, and help customers integrate and launch on Plaid.

The role requires strong sales skills, executive communication, and a passion for building scalable processes in a fast-changing environment. Join a team committed to financial empowerment.