Plaid

Account Manager - Fintech

Plaid$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of relationship management and sales experience.
  • Strong customer empathy with a focus on customer success.
  • Technical aptitude and eagerness to learn Plaid's APIs.
  • Familiarity with financial services and tech products; intellectually curious.
  • Adaptability to thrive in a fast-paced, evolving environment.
  • Adept at building long-term relationships with diverse individuals.
  • Proven sales skills with a focus on negotiation and value-selling.

Responsibilities

  • Manage relationships with a portfolio of high-growth FinTech customers.
  • Cultivate partnerships with C-suite and Product teams to enhance revenue.
  • Surpass revenue targets by identifying upsell opportunities and negotiating contracts.
  • Assist customers in integrating and launching their services on Plaid.
  • Address and resolve complex customer issues through cross-functional teamwork.

Benefits

  • Comprehensive medical, dental, and vision insurance.
  • 401(k) retirement plan contribution.
  • Flexible work environment conducive to innovation.
  • Opportunity for equity and performance-based commission.
Full Job Description
Plaid is looking for customer-facing professionals to manage and grow Plaid's relationships with high-growth FinTech customers. The right candidate has the ability to grow a customer's revenue, build strong partnerships with their customers, develop a deep understanding of their priorities, motives and key drivers, and is solutions oriented. Qualifications • Demonstrated relationship management and sales experience. • Customer empathy and deep desire to see customers succeed. • Desire to get technical and the ability to learn the ins and outs of Plaid's APIs. • Some familiarity in financial services and technical products; a high degree of intellectual curiosity. • Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed. • Ability to work with all types of people and build long-lasting relationships. • Strong Sales experience (negotiation/value-selling). • Executive level communication skills - written and verbal. • Relationship building (understand how to leverage internal/external executives, product, etc). • Retention and Termination-save tactics. Responsibilities • Own and manage the overall relationship with your portfolio of customers in our fastest growing customer segment. • Build strong relationships with the C-Suite and Product teams to retain and grow revenue. • Own and exceed revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals • Help customers integrate and launch on Plaid. • Solve complex customer challenges through creative problem solving by working cross-functionally with Sales, Risk, Legal, Finance, Commercial, Marketing, and Business Operations. 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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