Strategic Banking & Wealth Growth Partner

SupportFinity™; San Francisco (CA); On-site; USD 115,000 - 136,000; Full time

Job summary

Plaid is seeking an experienced customer-facing professional to manage and grow relationships with high-potential customers in the Banking & Wealth segment. You will serve as the primary contact through all stages of integration, scaling, and partnership management, owning revenue growth and strategic product guidance.

Responsibilities include managing stakeholder relationships, driving product adoption, and collaborating with cross-functional teams to align customer priorities with Plaid’s

Qualifications

• 3+ years of quota carrying account management experience with large enterprises.
• Ability to collaborate closely with a technical team to ensure timely, successful customer launches; B2B tech experience is a plus.
• Deep customer empathy and desire to see customers succeed.

Responsibilities

• Own the overall relationship with banking, wealth, and insurance customers and identify key stakeholders.
• Develop strategies to increase product adoption, engagement, and growth at scale to drive revenue.
• Own revenue targets, identify and close upsell opportunities, and lead contract renewals negotiations.
• Provide strategic advisory and product guidance on Plaid and industry best practices.
• Translate customer feedback into product insights and align customer priorities with Plaid’s.

Skills

Account management

Quota carrying

Technical collaboration

Customer empathy

Financial services interest

Communication

Relationship building

Job description

Plaid is seeking an experienced customer-facing professional to manage and grow relationships with high-potential customers in the Banking & Wealth segment. You will serve as the primary contact through all stages of integration, scaling, and partnership management, owning revenue growth and strategic product guidance.

Responsibilities include managing stakeholder relationships, driving product adoption, and collaborating with cross-functional teams to align customer priorities with Plaid’s