Full-Time

Account Manager

Enterprise Named Accounts

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

$113.2k - $170.2kAnnually

Senior

San Francisco, CA, USA

Hybrid position requiring in-office presence.

Category
Strategic Account Management
Sales & Account Management
Requirements
  • 8+ years of relationship management experience with large enterprise organizations
  • Interest 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
  • Excitement to work in a high-growth environment and to help build processes and tools as needed
Responsibilities
  • 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

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.