Plaid

Account Manager - Enterprise - Territory Accounts

Plaid$100K — $150K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in client relationship management across diverse industries
  • B2B technology experience is a strong plus
  • Strong business generalist with technical acumen
  • Creative problem-solving skills for complex challenges
  • Interest in financial services and technology products

Responsibilities

  • Own relationships with midsize revenue customers across multiple industries
  • Manage partnership and technical topics to drive growth
  • Lead key initiatives such as business reviews and escalations
  • Ensure successful renewals while identifying new growth opportunities
  • Provide consultative advice on best practices while scaling applications
  • Collaborate with internal teams to achieve successful outcomes
  • Translate customer feedback into product insights for internal alignment

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) plan
  • Opportunity to earn additional compensation through equity and commissions
Full Job Description
Plaid is looking for an experienced customer-facing professional to manage and grow Plaid's relationships with a large portfolio of smaller, high-potential companies. In this role, you will focus on managing a broad, multi-vertical portfolio of approximately 50-100 mid-to-large size accounts with high potential for revenue growth

You will be the primary point of contact for your customers and will work with them on all stages of their integration to ensure they can successfully launch and grow. You will be responsible for working directly with key stakeholders ranging from developers to product leaders to help customers create the applications that will empower businesses and consumers with their financial data. You will be tasked with leveraging your understanding of the customers' business to identify and pursue new revenue opportunities independently.

The right candidate is able to dynamically evaluate and prioritize customer needs in order to maximize impact across such a large book of business. You will need to develop an understanding of customer priorities, motives and key drivers, and demonstrate success in owning and growing strong, long-lasting customer relationships

Responsibilities:
  • Own end-to-end relationship with midsize revenue customers in a diverse range of industry verticals and sizes
  • 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
  • Enable successful and consistent renewals to maintain existing core segment revenue; identify and execute on new high-potential growth opportunities independently, without the support of the Sales team when required
  • Be a strategic advisor and provide consultative guidance on Plaid and industry best practices as customers build and scale their applications
  • Partner and collaborate with Account Executives, Sales Engineers, Technical Support, Legal, Engineering, and Product teams to drive successful outcomes for Plaid and our customers
  • 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 priorities

Qualifications:
  • At least 5 years of client relationship management experience with a broad range of customer sizes and industries; previous B2B technology experience is a strong plus; previous deal experience is a requirement
  • A strong business generalist with an acute technical acumen and ability to drive revenue growth
  • Solving complex customers challenges through creative problem solving and collaboration with cross-functional teams
  • Advocating for our customers internally to ensure strong alignment between our organizations
  • Interest in financial services and technical products; grit, enthusiasm, and a high degree of intellectual curiosity

Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!

Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

About Plaid

Plaid is a financial services company based in New York City. The company builds a technology platform, which enables applications to connect with users' bank accounts. Plaid focuses on enabling consumers and businesses to interact with their bank accounts, check balances, and make payments through financial technology applications. The company was founded in 2013 by Zach Perret and William Hockey. In January 2020, Visa announced that it would acquire Plaid for $5.3 billion. The acquisition was completed in January 2021.
Learn more about Plaid
Size
600 employees
Industry
Founded
2011

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