Plaid

Account Manager - SMB

Plaid$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of relationship management and sales experience
  • Deep empathy for customer success
  • Technical aptitude for understanding Plaid's APIs
  • Familiarity with financial services and technical products
  • Ability to thrive in a fast-paced, evolving environment
  • Strong relationship-building skills
  • Exceptional executive-level communication capabilities

Responsibilities

  • Maintain overall relationship with a portfolio of high-growth SMB customers
  • Develop connections with C-Suite and Product teams to enhance revenue growth
  • Achieve revenue targets through upselling and contract negotiations
  • Assist customers with integration and launch on Plaid
  • Address complex customer issues via cross-functional collaboration

Benefits

  • Comprehensive medical, dental, and vision coverage
  • 401(k) plan available
  • Potential for additional compensation through equity and commission
Full Job Description
Plaid is looking for customer-facing professionals to manage and grow Plaid's relationships with high-growth SMB 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. You will be the primary point of contact for your customers and will work with them on all stages of integrations, scaling, driving adoption, product expansion, and account management. You will be responsible for working directly with key stakeholders ranging from developers to executives to help them create the applications that will empower businesses and consumers with their financial data. **Responsibilities** - Own the overall relationship with your portfolio of customers in our fastest growing customer segment - Build relationships with the C-Suite and Product teams to retain and grow revenue - Own 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 **Qualifications** - 2-4 years of 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 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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