Account Manager
Confirmed live in the last 24 hours

1,001-5,000 employees

Developer of fintech infrastructure & APIs
Company Overview
Plaid is focused on democratizing financial services through technology. They build beautiful consumer experiences, developer-friendly infrastructure, and intelligent tools that give everyone the ability to create amazing products that solve big problems.
Financial Services
Data & Analytics

Company Stage


Total Funding





San Francisco, California

Growth & Insights

6 month growth


1 year growth


2 year growth

San Francisco, CA, USA
Experience Level
Desired Skills
Sales & Account Management
  • 8+ years of relationship management experience with large enterprise organizationsInterest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
  • Ability to partner with Enterprise Sales to drive successful outcomes for Plaid customers; previous deal experience required
  • Ability to collaborate closely with Plaid's technical team to ensure customer application launches are timely and successful; previous B2B technology experience is a strong plus
  • A strong business generalist with an acute product sense and ability to drive revenue growth
  • Ability to quickly understand new technologies and complex concepts
  • Ability to solve complex customers challenges through creative problem solving and collaboration with cross-functional teams
  • Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity
  • Excitement to work in a high-growth environment and to help build processes and tools as needed
  • Own overall relationship with customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
  • Manage partnership, commercial, and technical topics; develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
  • Lead key partnership initiatives including ongoing checkpoints, business reviews, and technical escalations; identifying critical goals and key performance indicators to clearly understand and measure client satisfaction
  • Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
  • Enable successful and consistent renewals to maintain existing segment revenue, as well as identify and execute on new growth opportunities with customers in support of the Sales team, or independently when required
  • 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
  • Partner and collaborate with internal cross-functional counterparts such as Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers