Full-Time

Technical Account Manager

Fintech

Confirmed live in the last 24 hours

Plaid

Plaid

1,001-5,000 employees

Connects financial accounts to apps securely

Fintech
Financial Services

Compensation Overview

$135k - $202kAnnually

Senior

United States

Hybrid position requiring some in-office presence.

Category
Customer Success Management
Sales & Account Management
Requirements
  • 5+ years of experience in a client-facing and / or technology-focused role where business experience and technical acumen was combined. Experience working with enterprise customers is strongly preferred
  • Experience managing customer relationships independently and building / executing technical strategies to make customers successful with new technologies
  • 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 concise / clear manner
  • Have a deep / thorough understanding of API’s, databases, system infrastructures, and architecture
  • 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
  • Ability to work under pressure to meet deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy
  • Willing and able to travel as needed to customers, office, team events, etc.
Responsibilities
  • Working with Plaid’s most strategic customers in the Fintech segment and collaborating as a technical expert on leveraging Plaid to accomplish their business + technical goals and objectives
  • Owning the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated
  • Providing clear technical direction on all aspects of Plaids’ products
  • Establishing and owning relationships with every level of technical stakeholder from Engineers to CPOs / CTOs
  • Being an advocate for innovation and early adoption of Plaid solutions available to appropriate customers
  • Serving as the escalation point for technical incidents and / or issues that have surfaced beyond the normal Plaid support channels

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 data integration.

Company Stage

Series D

Total Funding

$714.3M

Headquarters

San Francisco, California

Founded

2013

Growth & Insights
Headcount

6 month growth

7%

1 year growth

13%

2 year growth

-2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Plaid's recent partnerships and product expansions, such as the Consumer Report for credit underwriting, indicate a strong growth trajectory and diversification of revenue streams.
  • The company's significant customer base, including major players like Venmo, SoFi, and Citi, reflects its market leadership and potential for continued expansion.
  • Investment from high-profile firms like Goldman Sachs and the appointment of experienced leaders like Jen Taylor signal robust financial health and strategic direction.

What critics are saying

  • The competitive fintech landscape, with giants like Visa and emerging startups, poses a constant threat to Plaid's market share.
  • Regulatory scrutiny and compliance requirements in different regions could slow down Plaid's global expansion efforts.

What makes Plaid unique

  • Plaid's robust API suite offers unparalleled integration capabilities, enabling seamless financial data sharing across a wide range of applications, unlike many competitors who offer more limited or specialized solutions.
  • The company's strong focus on security and compliance, including AML and OFAC checks, sets it apart in the fintech landscape where data protection is paramount.
  • Plaid's ability to serve a diverse clientele, from individual consumers to large enterprises, showcases its versatile platform, distinguishing it from competitors who may focus on narrower market segments.

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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.