Technical Account Manager - Fintech

1 Minute ago • 5 Years + • Account Management • $114,000 PA - $224,400 PA

Job Summary

Job Description

This strategic, high-impact Technical Account Manager position at Plaid focuses on ensuring the long-term technical success of innovative FinTech companies. The role involves providing proactive strategic and technical guidance, acting as a product expert, and influencing Plaid's product direction based on customer feedback. Responsibilities include owning post-sales technical strategy, optimizing customer integrations, managing technical relationships, and serving as an escalation point for technical issues. The goal is to ensure customers become lifelong Plaid champions and advocates, driving growth and deeper relationships.
Must have:
  • Work with tech-savvy FinTech customers as a technical expert.
  • Own post-sales technical strategy and customer alignment.
  • Proactively identify opportunities to optimize customer integrations and drive adoption.
  • Establish deep relationships with technical stakeholders from Engineers to CPOs/CTOs.
  • Champion customers and translate feedback into product insights.
  • Serve as escalation point for technical incidents/issues.
  • Track customer integration health and feature adoption metrics.
  • Collaborate with Account Managers to define and deliver quarterly technical account goals.
  • Manage customer relationships independently and build/execute technical strategies.
  • Tie technical solutions to business objectives, KPIs, and revenue outcomes.
  • Provide technical details to both technical and non-technical audiences.
  • Understand APIs, databases, system infrastructures, and architecture.
  • Possess strong troubleshooting skills for complex issues.
  • Collaborate cross-functionally with different teams.
  • Influence technical decision-makers and build trusted relationships.
Good to have:
  • Postman
  • SQL
  • monitoring/logging dashboards
Perks:
  • medical
  • dental
  • vision
  • 401(k)

Job Details

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

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 Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate.

This is a strategic, high-impact technical leadership position. You’ll own the long-term technical success of some of the most innovative FinTech companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You’ll be the technical voice and advocate for your customers internally, helping to shape Plaid’s product direction based on real-world feedback and impact. You will work in partnership with Account Manager(s) and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achieve their goals.

Responsibilities

  • Work with Plaid’s most tech-savvy customers in the FinTech segment and collaborate as a technical expert on leveraging Plaid to accomplish their business + technical goals and objectives
  • Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated
  • Proactively identify opportunities to optimize customer integrations and drive adoption of Plaid’s newest technical features and requirements, aligning each to measurable customer outcomes (e.g., increased conversion, error reduction, expanded coverage).
  • Establish and own deep relationships with every level of technical stakeholder from Engineers to CPOs / CTOs, ensuring Plaid remains top-of-mind as a trusted partner
  • 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.
  • Serve as the escalation point for technical incidents and / or issues that have surfaced beyond the normal Plaid support channels
  • Track customer integration health and feature adoption metrics, surfacing insights to improve product performance and shape future roadmap discussions
  • Collaborate with Account Managers to define, track, and deliver quarterly technical account goals that directly grow and expand product adoption and customer value

Requirements

  • 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined
  • Experience managing customer relationships independently and building / executing technical strategies to make customers successful with new technologies
  • Demonstrated ability to tie technical solutions to business objectives, KPIs, and revenue outcomes
  • Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences, simplifying complexities in a clear and concise mannerHave a deep understanding of APIs, databases, system infrastructures, and architecture
  • Experience with tools like Postman, SQL, and monitoring/logging dashboards a plus
  • Self-starter who takes initiative and possesses strong troubleshooting skills to guide customers through complex or escalated issues
  • Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines
  • Experience influencing technical decision-makers and building trusted relationships with stakeholders at all levels, including C-suite
  • Comfortable working under pressure to meet deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy

The target base salary for this position ranges from $114,000/year to $224,400/year encompassing all zones. The target base salary will vary based on the job's location.

Our geographic zones are as follows:

Zone 1 - New York City and San Francisco Bay Area

Zone 2 - Los Angeles, Seattle, Washington D.C.

Zone 3 - Austin, Boston, Denver, Houston, Portland, Sacramento, San Diego

Zone 4 - Raleigh-Durham and all other US cities

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].

Similar Jobs

Ness - Lead C++ Software Architect for Operational Platforms

Ness

Timișoara, Timiș, Romania (On-Site)
2 Weeks ago
Passive Logic - Senior Software Verification Engineer

Passive Logic

Holladay, Utah, United States (On-Site)
3 Months ago
GoTo Group - Head of Design

GoTo Group

Jakarta, Jakarta, Indonesia (On-Site)
7 Months ago
Immutable - Product Manager, Gamer Experience

Immutable

Sydney, New South Wales, Australia (Hybrid)
3 Months ago
DevRev - Senior Product Marketing Manager

DevRev

London, England, United Kingdom (On-Site)
4 Weeks ago
Social Discovery Ventures - Senior CRM Manager

Social Discovery Ventures

Belgrade, Serbia (Remote)
2 Months ago
Fictiv - Senior Account Executive – Medical Device Manufacturing

Fictiv

United States (Remote)
1 Month ago
Axel springer - Technical Account Manager

Axel springer

New York, United States (On-Site)
1 Month ago
Diligent Corporation - Account Director

Diligent Corporation

Singapore, Singapore (Hybrid)
1 Month ago
Two Circles - Paid Media Account Manager

Two Circles

Los Angeles, California, United States (Hybrid)
4 Weeks ago

Get notifed when new similar jobs are uploaded

Similar Skill Jobs

Zones - Management Accountant

Zones

Islamabad, Islamabad Capital Territory, Pakistan (On-Site)
1 Month ago
Palo Alto Networks - Sr. Technical Support Engineer, Focused Services, XSIAM

Palo Alto Networks

Plano, Texas, United States (On-Site)
2 Months ago
Reddit - Engineering Manager - Ads Experimentation Platform

Reddit

United States (Remote)
2 Months ago
Penumbrainc - Procurement Process Excellence Principal

Penumbrainc

Alameda, California, United States (On-Site)
3 Months ago
Reveal - Infrastructure Engineer

Reveal

Amsterdam, North Holland, Netherlands (On-Site)
9 Months ago
Ness - Senior QA Engineer

Ness

Iași, Iași County, Romania (Hybrid)
2 Weeks ago
Demandbase - Senior Field Marketing Manager

Demandbase

United States (On-Site)
1 Month ago
Papaya Gaming - Software Team Lead (Payments & Fraud)

Papaya Gaming

Warsaw, Masovian Voivodeship, Poland (On-Site)
3 Weeks ago
Harvey - Communications Associate

Harvey

New York, New York, United States (Hybrid)
3 Weeks ago
Moloco - Senior Data Scientist, Growth Analytics

Moloco

Tokyo, Japan (On-Site)
3 Months ago

Get notifed when new similar jobs are uploaded

Jobs in United States

Plaid  - Software Engineer (Fullstack) - Payments

Plaid

New York, United States (On-Site)
11 Months ago
GoMotive - Senior Electrical Engineer - Connected Devices

GoMotive

Buffalo, New York, United States (On-Site)
4 Weeks ago
Sleeper - Production Engineer

Sleeper

United States (Remote)
2 Months ago
Google - Senior Staff Data Scientist, Product

Google

Sunnyvale, California, United States (On-Site)
3 Months ago
Nice - AI Product Manager

Nice

Atlanta, Georgia, United States (Hybrid)
3 Weeks ago
Marsh McLennan - Lead Solution Architect for Innovation & Services

Marsh McLennan

Charlotte, North Carolina, United States (Hybrid)
1 Month ago
Apple - AIML - ML Engineer, Machine Learning Platform & Infrastructure

Apple

Santa Clara, California, United States (On-Site)
1 Month ago
Take-Two Interactive - Senior Application Security Engineer

Take-Two Interactive

Texas, United States (Remote)
1 Month ago
SweatPals - Senior Mobile App Developer - React Native

SweatPals

San Francisco, California, United States (Hybrid)
1 Month ago
Dexerto - Social Editor - X (Twitter)

Dexerto

United States (Remote)
1 Month ago

Get notifed when new similar jobs are uploaded

Account Management Jobs

Ziff Davis - Account Executive

Ziff Davis

Germany (Remote)
2 Months ago
Dentsu - Account Manager

Dentsu

Auckland, Auckland, New Zealand (On-Site)
2 Months ago
Paytm - Key Account Management - Manager (Oil & Gas / Dairy)

Paytm

Noida, Uttar Pradesh, India (On-Site)
1 Month ago
Figma - Account Executive, Small and Medium Business

Figma

San Francisco, California, United States (Hybrid)
2 Months ago
Octopus - Technical Account Manager

Octopus

Germany (Remote)
1 Month ago
Alpha Sense - Enterprise Account Executive, Corporate

Alpha Sense

Singapore, Singapore (On-Site)
8 Months ago
PayPal - LE Account Manager (New Logo)

PayPal

Masovian Voivodeship, Poland (Hybrid)
2 Months ago
Workato - Commercial Account Executive

Workato

Berlin, Berlin, Germany (On-Site)
1 Month ago
Google - Senior Account Strategist, Mid-Market Sales, Google Customer Solutions

Google

San Francisco, California, United States (On-Site)
7 Months ago
Zscaler - Account Executive - NSW Government

Zscaler

Sydney, New South Wales, Australia (Hybrid)
1 Month ago

Get notifed when new similar jobs are uploaded

About The Company

United States (On-Site)

New York, United States (On-Site)

San Francisco, California, United States (On-Site)

San Francisco, California, United States (On-Site)

New York, United States (On-Site)

New York, United States (On-Site)

United States (On-Site)

San Francisco, California, United States (On-Site)

View All Jobs

Get notified when new jobs are added by Plaid

Level Up Your Career in Game Development!

Transform Your Passion into Profession with Our Comprehensive Courses for Aspiring Game Developers.

Job Common Plug