Full-Time

Technical Account Management Leader

Updated on 12/17/2024

Plaid

Plaid

1,001-5,000 employees

Connects financial accounts to apps securely

Fintech
Financial Services

Compensation Overview

$159.8k - $272.2kAnnually

Senior

New York, NY, USA

Hybrid position in New York.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 5+ years of experience leading a post-sale technical, customer-facing team of technical account managers, solutions consultants or similar role
  • Ability to motivate and manage the performance of technical teams and individuals with a hands-on, influential leadership style
  • Ability to build a network internally and externally to support the team’s success
  • Not be afraid to get your hands dirty and jump right in with your team
  • Executive presence and confidence to manage executive relationships internally and externally, including experience communicating technical concepts and articulating value to C-level executives
  • Self-motivated, detail-attentive, and have a desire for continuous learning
  • A critical thinker who defaults to a customer-centric consultative approach
  • Experienced in successful implementation of process and procedure in a scaling company
  • Ability to work under pressure, deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy
Responsibilities
  • Lead, coach and develop a high-performing team of 7-10 Technical Account Managers who act as trusted partners to key customer stakeholders and drive technical customer success and continuous improvement
  • Foster team alignment, vision, goals, and purpose while balancing the needs of Plaid's most strategic customers
  • Define clear team goals, track performance metrics, and provide regular feedback to ensure alignment with company objectives
  • Identify opportunities to improve TAM processes, tools, and methodologies to enhance efficiency and customer satisfaction
  • Maintain a deep understanding of Plaids products, solutions, and technical architecture to guide the TAM team and customers effectively
  • Serve as an escalation point for customer issues, ensuring timely and effective resolution while maintaining a strong customer relationship
  • Partner with Revenue leadership (Sales, Account Management, Support, Customer Engineering, etc.) and our Product and Engineering organizations to maintain a consistent line of communication, tackle urgent matters and implement process improvements
  • Oversee successful onboarding / development and the proper ramping of skills, capabilities and role expectations for both new and existing TAM team members
  • Identify and hire top talent to continue building out the TAM role / function

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive suite of APIs that cover various financial use cases, ensuring secure and seamless data sharing. The company's goal is to empower clients to offer better financial services to their users through reliable and scalable technology.

Company Stage

Series D

Total Funding

$714.3M

Headquarters

San Francisco, California

Founded

2013

Growth & Insights
Headcount

6 month growth

4%

1 year growth

12%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased adoption of open banking APIs presents growth opportunities for Plaid.
  • Plaid's collaboration with Dwolla and Ansa boosts its pay-by-bank capabilities.
  • Plaid's strategic partnership with Salsa simplifies payroll processes, expanding market reach.

What critics are saying

  • Rising competition from API-based banking solutions like FIS's Code Connect.
  • Potential compliance costs from new U.S. data-sharing rules.
  • Legal challenges in data-sharing partnerships, as seen with PNC.

What makes Plaid unique

  • Plaid offers seamless financial data integration through robust APIs for diverse clients.
  • Plaid's partnerships enhance its capabilities in payroll and HR tech sectors.
  • Plaid's Pay by Bank solution provides cost-effective recurring payment options.

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Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.

Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.

Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.

Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.