Plaid

Account Manager - SMB

Plaid$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years of relationship management and sales experience
  • Strong customer empathy and desire to ensure customer success
  • Technical aptitude to understand Plaid's APIs
  • Familiarity with financial services and technical products
  • High degree of intellectual curiosity
  • Strong sales skills, including negotiation and value-selling
  • Executive-level communication abilities, both written and verbal

Responsibilities

  • Own the overall relationship with a portfolio of high-growth SMB customers
  • Develop relationships with C-suite and Product teams to foster revenue growth
  • Achieve revenue targets by identifying upselling opportunities and leading contract negotiations
  • Assist customers in integrating and launching on Plaid
  • Collaborate cross-functionally to solve complex customer issues

Benefits

  • Comprehensive benefit plan including medical, dental, and vision
  • 401(k) plan
  • Potential for equity and/or commission
  • Supportive of diversity and inclusive hiring practices
  • Emphasis on unique contributions from individuals with varied backgrounds
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 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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