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

Remote in USA

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 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.