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Plaid

Connects financial accounts to apps and payments

Fintech Account Manager - Named

Account ManagementConfirmed live in the last 24 hours
Full-timeHybrid

About the Job

Requirements

  • At least 7 years of quota-carrying software or technology account management experience.
  • Strong attention to detail, organizational skills, and the ability to prioritize and manage multiple cross-functional work streams across internal and external stakeholders.
  • Executive-level written and verbal communication skills.
  • Ability to build relationships and leverage internal and external executives and product teams.
  • Strong commercial and sales experience, including contract negotiation and value-selling.
  • Experience with customer retention and termination-save tactics.
  • Desire and ability to learn the technical details of Plaid’s application programming interfaces.
  • Familiarity with financial services and technical products.
  • Ability to work in a high-growth, changing environment and help build processes and tools as needed.

Responsibilities

  • Own and manage relationships with a portfolio of customers in the fastest-growing customer segment.
  • Build relationships with customer C-suite, product, and engineering teams to retain and grow revenue.
  • Own and exceed revenue growth targets by identifying and closing upsell opportunities and leading commercial negotiations for contract renewals.
  • Help customers integrate and launch on Plaid.
  • Solve complex customer challenges through cross-functional work with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations.

About the Company

Plaid

Connects financial accounts to apps and payments

Plaid sells financial data and payment tools that businesses integrate into their apps and services. Its software lets people connect bank accounts and share selected information with financial products, while developers use APIs to retrieve account balances and transaction details. Businesses use this infrastructure to verify customers, assess borrowing capacity and move money between bank accounts, with tools that support financial apps, lenders and other organizations. Plaid charges business customers through account-based fees, subscriptions or fees for successful API requests, depending on the product and contract. Founded in 2013, Plaid is headquartered in San Francisco, California.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.3B
Headquarters
San Francisco, CA
Founded
2013

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