Plaid

Enterprise Account Management Leader

Plaid$160K — $190K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of professional experience, with 5+ years in managing revenue-driven teams.
  • Proven success in driving revenue results within a tech company, preferably in financial services or banking sectors.
  • Consultative sales mindset with a focus on product-driven solutions.
  • Ability to clearly articulate complex technical solutions to both internal teams and external executive stakeholders.
  • Strong analytical skills for identifying large-scale customer trends.
  • Willingness to learn technical details, particularly related to Plaid's APIs.
  • Passion for recruiting, developing, and coaching team members.
  • Exceptional communication skills for fostering internal alignment.

Responsibilities

  • Engage directly with C-level executives to nurture customer relationships.
  • Develop and implement strategies for upselling, cross-selling, and ensuring renewals at scale.
  • Navigate a fast-paced, cross-functional work environment with varying challenges daily.
  • Recruit, hire, and cultivate a high-performing account management team to meet revenue goals.
  • Inspire and motivate team members for personal and professional growth.
  • Collaborate with leadership to set the Enterprise team's direction and overall company strategy.

Benefits

  • Comprehensive medical, dental, and vision coverage.
  • 401(k) plan with company contributions.
  • Focus on building a diverse and inclusive team environment.
  • Opportunities for career growth and personal development.
  • Potential for additional compensation through equity or commissions.
Full Job Description
The Account Management team in Plaid's Enterprise Segment leverages deep product and industry expertise to help our customers build and scale technology solutions. We act as partners, advisors, and advocates for our customers to help shape how consumers interact with their finances.

As an Enterprise Account Management Lead, you'll be responsible for managing the team of senior account managers who are growing the revenue from the Enterprise customer base, as well as setting the vision and strategy to build long-term partnerships with our customers. You'll collaborate cross-functionally across our Product function and other Go-To-Market teams to help build solutions that drive team and customer success. As our business rapidly expands, we're looking for an action-oriented team leader who can also hire strategically - bringing the right relationship managers into our business and enabling them to steward the next phase of Plaid's growth and impact.

Ideal candidates will have experience in fintech working with enterprise clients, in mentoring and managing teams, setting and hitting revenue goals, building relationships with internal and external stakeholders, and analyzing customer trends to identify new growth opportunities. We are looking for a leader who is thoughtful, proactive, and creative when problem solving, and is comfortable operating in ambiguity with limited oversight.

Responsibilities:
  • Engaging directly with C-level executives to build and maintain customer relationships
  • Building and executing the strategy that drives upsell/cross-sell revenue and renewals at scale, and operationalizing the process to drive team efficiency
  • Working in a high-pace, cross-functional environment that presents different challenges every day.
  • Recruiting, hiring, and developing a world-class account management team and deliver on revenue targets for the business
  • Motivating and inspiring each team member to enable personal and professional career growth
  • Working with leadership across the company to set direction for the Enterprise team, and Plaid as a whole

Qualifications:
  • 10+ years of professional experience, 5+ years managing a revenue-driving team
  • Proven track record of success driving revenue results at a technology company; strong preference towards those with prior experience in finances services or with banking and wealth management firms as clients
  • Consultative sales approach with a product-centric mindset
  • Strong ability to articulate complex technical solutions and financial value prop - internally for cross-functional collaboration and externally to customers, including an executive audience
  • Strong analytical skills to understand customer trends at scale
  • Desire to get (more) technical and the ability to learn the ins and outs of Plaid's APIs
  • Excitement for recruiting, onboarding, and coaching; a thoughtful approach to team planning and development
  • Ability to create strategic relationships with internal and external stakeholders
  • Outstanding communication skills to drive internal alignment and results


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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