Account Manager - Fintech Named Accounts

Plaid

7+ Years | San Francisco, California, United States (On Site) | Full Time | 7 months ago

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Job Summary

Plaid is seeking an experienced Account Manager for its Fintech Named Accounts, focusing on managing and growing relationships with strategic customers. The role involves acting as a partner, advisor, and advocate, leveraging deep technical, product, and industry knowledge to help Fintech customers build and scale applications. Responsibilities include owning customer relationships, managing commercial and technical initiatives, leading partnership activities like quarterly business reviews, providing consultative guidance, ensuring customer renewals, and translating customer feedback into product insights. The candidate will collaborate with internal teams such as Sales, Engineering, and Product to drive successful outcomes for both Plaid and its customers.

Must Have

7+ years of relationship management experience
Experience with large organizations or strategic customer portfolios
Experience in financial services or technology industries
Ability to collaborate with technical teams
Ability to partner with sales teams
Strong business acumen and product sense
Ability to understand new technologies and complex concepts
Creative problem-solving skills
Interest in financial services and technical products

Good to Have

Previous B2B technology experience
Previous deal experience

Perks & Benefits

Comprehensive benefit plan
Medical, dental, vision, and 401(k)

Job Description

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.

The Account Management team in Plaid’s Fintech customer segment leverages our deep technical, product, and industry knowledge to help our Fintech-focused customers build and scale amazing applications. We act as partners, advisors, and advocates for our customers to shape how consumer and business interactions with their finances will drastically improve in the coming years.

Plaid is looking for an experienced customer-facing professional to manage and grow our client relationships with a portfolio of the most strategic customers in our Fintech segment. Many of these customers are long-term partners and already drive significant revenue for Plaid. The account manager will be responsible for further deepening relationships and fostering the next stage of growth with these clients.

The right candidate is a natural at building strong partnerships and has demonstrated success owning and growing customer relationships with large, strategic clients, including developing a deep understanding of customer priorities, motives, and key drivers, and cultivating existing and forging new senior stakeholder relationships; is deeply curious and solutions oriented; and has demonstrated success working internally and cross-functionally to drive solutions for customers.

You will be the primary point of contact for your customers and will work with them on all stages of integration, scaling, product expansion, and partnership management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data.

We partner with customers to help them build and scale the best applications on top of Plaid.

Own overall relationship with customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions.
Manage partnership, commercial, and technical initiatives; develop and implement strategies that increase existing and new product adoption, engagement, and growth at scale to drive revenue.
Lead key partnership initiatives including ongoing checkpoints, quarterly business reviews, and technical escalations; identifying critical goals and key performance indicators to clearly understand and measure client satisfaction.
Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications.
Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute on new growth opportunities with customers in support of the Sales team.
Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s.
Partner and collaborate with internal cross-functional counterparts such as Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers.

7+ years of relationship management experience with large organizations or strategic customer portfolios in financial services or technology industries.
Ability to collaborate closely with Plaid’s technical teams to ensure customer application launches are timely and successful; previous B2B technology experience is a strong plus.
Ability to partner with Sales teams to drive successful outcomes for Plaid customers; previous deal experience strongly preferred.
A strong business generalist with an acute product sense and ability to drive revenue growth.
Ability to quickly understand new technologies and complex concepts.
Ability to solve complex customers challenges through creative problem solving and collaboration with cross-functional teams.
Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity

Target base salary for this role is between $113,184 and $170,208 per year. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com.

Please review our Candidate Privacy Notice here.

3 Skills Required For This Role

Revenue Growth Cross Functional Account Management

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